UXI vs. UPRO
Compare and contrast key facts about ProShares Ultra Industrials (UXI) and ProShares UltraPro S&P 500 (UPRO).
UXI and UPRO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UXI is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Industrials Index (200%). It was launched on Jan 30, 2007. UPRO is a passively managed fund by ProShares that tracks the performance of the S&P 500 Index (300%). It was launched on Jun 23, 2009. Both UXI and UPRO 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: UXI or UPRO.
Correlation
The correlation between UXI and UPRO is 0.84, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UXI vs. UPRO - Performance Comparison
Key characteristics
UXI:
1.05
UPRO:
1.56
UXI:
1.61
UPRO:
2.02
UXI:
1.19
UPRO:
1.27
UXI:
1.68
UPRO:
2.42
UXI:
4.43
UPRO:
8.90
UXI:
6.53%
UPRO:
6.64%
UXI:
27.53%
UPRO:
37.91%
UXI:
-89.01%
UPRO:
-76.82%
UXI:
-8.02%
UPRO:
0.00%
Returns By Period
In the year-to-date period, UXI achieves a 9.33% return, which is significantly lower than UPRO's 12.01% return. Over the past 10 years, UXI has underperformed UPRO with an annualized return of 15.50%, while UPRO has yielded a comparatively higher 24.27% annualized return.
UXI
9.33%
0.81%
14.19%
31.57%
12.03%
15.50%
UPRO
12.01%
6.65%
22.69%
64.34%
21.65%
24.27%
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UXI vs. UPRO - Expense Ratio Comparison
UXI has a 0.95% expense ratio, which is higher than UPRO's 0.92% expense ratio.
Risk-Adjusted Performance
UXI vs. UPRO — Risk-Adjusted Performance Rank
UXI
UPRO
UXI vs. UPRO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Industrials (UXI) and ProShares UltraPro S&P 500 (UPRO). 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
UXI vs. UPRO - Dividend Comparison
UXI's dividend yield for the trailing twelve months is around 0.17%, less than UPRO's 0.83% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UXI ProShares Ultra Industrials | 0.17% | 0.18% | 0.21% | 0.24% | 0.03% | 0.29% | 0.59% | 0.37% | 0.24% | 0.38% | 0.41% | 0.35% |
UPRO ProShares UltraPro S&P 500 | 0.83% | 0.93% | 0.74% | 0.52% | 0.06% | 0.11% | 0.41% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% |
Drawdowns
UXI vs. UPRO - Drawdown Comparison
The maximum UXI drawdown since its inception was -89.01%, which is greater than UPRO's maximum drawdown of -76.82%. Use the drawdown chart below to compare losses from any high point for UXI and UPRO. For additional features, visit the drawdowns tool.
Volatility
UXI vs. UPRO - Volatility Comparison
The current volatility for ProShares Ultra Industrials (UXI) is 7.09%, while ProShares UltraPro S&P 500 (UPRO) has a volatility of 9.03%. This indicates that UXI experiences smaller price fluctuations and is considered to be less risky than UPRO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.