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USML vs. SSO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

USML vs. SSO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ETRACS 2x Leveraged MSCI US Minimum Volatility Factor TR ETN (USML) and ProShares Ultra S&P500 (SSO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, USML achieves a 4.25% return, which is significantly lower than SSO's 21.07% return.


USML

1D
0.14%
1M
4.47%
YTD
4.25%
6M
4.48%
1Y
4.31%
3Y*
16.76%
5Y*
8.67%
10Y*

SSO

1D
0.27%
1M
10.52%
YTD
21.07%
6M
21.28%
1Y
56.67%
3Y*
38.21%
5Y*
20.39%
10Y*
24.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

USML vs. SSO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
USML
ETRACS 2x Leveraged MSCI US Minimum Volatility Factor TR ETN
4.25%9.33%23.97%11.37%-22.87%42.12%
SSO
ProShares Ultra S&P500
21.07%26.19%43.48%46.65%-38.98%49.95%

Correlation

The correlation between USML and SSO is 0.52, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.52

Correlation (3Y)
Calculated over the trailing 3-year period

0.64

Correlation (5Y)
Calculated over the trailing 5-year period

0.76

Correlation (All Time)
Calculated using the full available price history since Feb 8, 2021

0.76

Over the past year, the correlation between USML and SSO has dropped to 0.52 - well below their long-term average of 0.76, suggesting their price drivers have been diverging.

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Return for Risk

USML vs. SSO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

USML
USML Risk / Return Rank: 1212
Overall Rank
USML Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
USML Sortino Ratio Rank: 1212
Sortino Ratio Rank
USML Omega Ratio Rank: 1212
Omega Ratio Rank
USML Calmar Ratio Rank: 1212
Calmar Ratio Rank
USML Martin Ratio Rank: 1313
Martin Ratio Rank

SSO
SSO Risk / Return Rank: 6868
Overall Rank
SSO Sharpe Ratio Rank: 7373
Sharpe Ratio Rank
SSO Sortino Ratio Rank: 6565
Sortino Ratio Rank
SSO Omega Ratio Rank: 6666
Omega Ratio Rank
SSO Calmar Ratio Rank: 6464
Calmar Ratio Rank
SSO Martin Ratio Rank: 7373
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

USML vs. SSO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ETRACS 2x Leveraged MSCI US Minimum Volatility Factor TR ETN (USML) and ProShares Ultra S&P500 (SSO). 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.


USMLSSODifference

Sharpe ratio

Return per unit of total volatility

0.26

2.42

-2.15

Sortino ratio

Return per unit of downside risk

0.48

3.03

-2.55

Omega ratio

Gain probability vs. loss probability

1.06

1.40

-0.35

Calmar ratio

Return relative to maximum drawdown

0.34

3.21

-2.87

Martin ratio

Return relative to average drawdown

1.03

14.14

-13.11

USML vs. SSO - Sharpe Ratio Comparison

The current USML Sharpe Ratio is 0.26, which is lower than the SSO Sharpe Ratio of 2.42. The chart below compares the historical Sharpe Ratios of USML and SSO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


USMLSSODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.26

2.42

-2.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.36

0.61

-0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.68

Sharpe Ratio (All Time)

Calculated using the full available price history

0.45

0.42

+0.03

Drawdowns

USML vs. SSO - Drawdown Comparison

The maximum USML drawdown since its inception was -35.34%, smaller than the maximum SSO drawdown of -84.67%. Use the drawdown chart below to compare losses from any high point for USML and SSO.


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Drawdown Indicators


USMLSSODifference

Max Drawdown

Largest peak-to-trough decline

-35.34%

-84.67%

+49.33%

Max Drawdown (1Y)

Largest decline over 1 year

-13.09%

-18.17%

+5.08%

Max Drawdown (3Y)

Largest decline over 3 years

-19.14%

-35.21%

+16.07%

Max Drawdown (5Y)

Largest decline over 5 years

-35.34%

-46.73%

+11.39%

Max Drawdown (10Y)

Largest decline over 10 years

-59.34%

Current Drawdown

Current decline from peak

-2.48%

0.00%

-2.48%

Average Drawdown

Average peak-to-trough decline

-10.42%

-19.57%

+9.15%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.33%

4.13%

+0.20%

Volatility

USML vs. SSO - Volatility Comparison

The current volatility for ETRACS 2x Leveraged MSCI US Minimum Volatility Factor TR ETN (USML) is 4.03%, while ProShares Ultra S&P500 (SSO) has a volatility of 5.46%. This indicates that USML experiences smaller price fluctuations and is considered to be less risky than SSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


USMLSSODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.03%

5.46%

-1.43%

Volatility (6M)

Calculated over the trailing 6-month period

11.54%

17.74%

-6.20%

Volatility (1Y)

Calculated over the trailing 1-year period

16.33%

23.57%

-7.24%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.47%

33.65%

-9.18%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.29%

35.90%

-11.61%

USML vs. SSO - Expense Ratio Comparison

USML has a 0.95% expense ratio, which is higher than SSO's 0.87% expense ratio.


Dividends

USML vs. SSO - Dividend Comparison

USML has not paid dividends to shareholders, while SSO's dividend yield for the trailing twelve months is around 0.61%.


PositionTTM20252024202320222021202020192018201720162015
SSO
ProShares Ultra S&P500
0.61%0.68%0.85%0.18%0.50%0.18%0.20%0.50%0.75%0.39%0.51%0.63%
USML
ETRACS 2x Leveraged MSCI US Minimum Volatility Factor TR ETN
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Frequently Asked Questions


USML and SSO have a correlation of 0.52, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

SSO has higher volatility (5.46%) compared to USML (4.03%). In terms of maximum drawdown, USML dropped -35.34% vs SSO's -84.67%.

On 5-year performance, SSO leads with 20.39% vs 8.67% for USML. On fees, SSO is cheaper at 0.87% per year. On volatility, USML has been the lower-risk option at 4.03%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, SSO has performed better with a 20.39% return vs 8.67%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

SSO is cheaper with a 0.87% expense ratio, compared with 0.95% for USML.

SSO has the higher dividend yield at 0.61%, compared with 0.00% for USML.

USML tracks MSCI USA Minimum Volatility Index, while SSO tracks S&P 500. They also come from different issuers: UBS and ProShares. Their fees differ too: 0.95% for USML and 0.87% for SSO.

SSO currently has the higher Sharpe Ratio (2.42 vs 0.26), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for USML and SSO

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