UPW vs. VUG
Compare and contrast key facts about ProShares Ultra Utilities (UPW) and Vanguard Growth ETF (VUG).
UPW and VUG are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UPW is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Utilities Index (200%). It was launched on Jan 30, 2007. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004. Both UPW and VUG are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UPW or VUG.
Correlation
The correlation between UPW and VUG is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UPW vs. VUG - Performance Comparison
Key characteristics
UPW:
1.40
VUG:
0.23
UPW:
1.87
VUG:
0.49
UPW:
1.25
VUG:
1.07
UPW:
1.33
VUG:
0.25
UPW:
5.35
VUG:
0.93
UPW:
8.89%
VUG:
6.02%
UPW:
34.07%
VUG:
24.48%
UPW:
-77.75%
VUG:
-50.68%
UPW:
-13.02%
VUG:
-17.54%
Returns By Period
In the year-to-date period, UPW achieves a 3.99% return, which is significantly higher than VUG's -14.09% return. Over the past 10 years, UPW has underperformed VUG with an annualized return of 10.98%, while VUG has yielded a comparatively higher 13.49% annualized return.
UPW
3.99%
-2.79%
-11.68%
40.21%
8.82%
10.98%
VUG
-14.09%
-6.98%
-9.98%
7.27%
15.57%
13.49%
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UPW vs. VUG - Expense Ratio Comparison
UPW has a 0.95% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
UPW vs. VUG — Risk-Adjusted Performance Rank
UPW
VUG
UPW vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Utilities (UPW) and Vanguard Growth ETF (VUG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
UPW vs. VUG - Dividend Comparison
UPW's dividend yield for the trailing twelve months is around 1.87%, more than VUG's 0.55% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPW ProShares Ultra Utilities | 1.87% | 1.83% | 2.40% | 1.55% | 1.30% | 0.83% | 0.83% | 1.98% | 1.51% | 1.70% | 2.16% | 1.70% |
VUG Vanguard Growth ETF | 0.55% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
UPW vs. VUG - Drawdown Comparison
The maximum UPW drawdown since its inception was -77.75%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for UPW and VUG. For additional features, visit the drawdowns tool.
Volatility
UPW vs. VUG - Volatility Comparison
ProShares Ultra Utilities (UPW) and Vanguard Growth ETF (VUG) have volatilities of 16.36% and 16.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.