UXI vs. XLI
Compare and contrast key facts about ProShares Ultra Industrials (UXI) and Industrial Select Sector SPDR Fund (XLI).
UXI and XLI 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. XLI is a passively managed fund by State Street that tracks the performance of the Industrial Select Sector Index. It was launched on Dec 16, 1998. Both UXI and XLI 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 XLI.
Correlation
The correlation between UXI and XLI is 0.87, 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. XLI - Performance Comparison
Key characteristics
UXI:
0.04
XLI:
0.33
UXI:
0.35
XLI:
0.61
UXI:
1.05
XLI:
1.08
UXI:
0.05
XLI:
0.35
UXI:
0.16
XLI:
1.26
UXI:
10.84%
XLI:
5.05%
UXI:
39.89%
XLI:
19.67%
UXI:
-89.01%
XLI:
-62.26%
UXI:
-22.67%
XLI:
-9.68%
Returns By Period
In the year-to-date period, UXI achieves a -8.08% return, which is significantly lower than XLI's -1.79% return. Over the past 10 years, UXI has outperformed XLI with an annualized return of 13.87%, while XLI has yielded a comparatively lower 10.66% annualized return.
UXI
-8.08%
-8.98%
-13.12%
2.85%
23.18%
13.87%
XLI
-1.79%
-3.44%
-3.95%
6.91%
17.82%
10.66%
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UXI vs. XLI - Expense Ratio Comparison
UXI has a 0.95% expense ratio, which is higher than XLI's 0.13% expense ratio.
Risk-Adjusted Performance
UXI vs. XLI — Risk-Adjusted Performance Rank
UXI
XLI
UXI vs. XLI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Industrials (UXI) and Industrial Select Sector SPDR Fund (XLI). 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. XLI - Dividend Comparison
UXI's dividend yield for the trailing twelve months is around 0.43%, less than XLI's 1.49% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UXI ProShares Ultra Industrials | 0.43% | 0.18% | 0.21% | 0.24% | 0.03% | 0.29% | 0.59% | 0.37% | 0.24% | 0.38% | 0.41% | 0.35% |
XLI Industrial Select Sector SPDR Fund | 1.49% | 1.44% | 1.63% | 1.64% | 1.25% | 1.55% | 1.94% | 2.15% | 1.77% | 2.07% | 2.15% | 1.85% |
Drawdowns
UXI vs. XLI - Drawdown Comparison
The maximum UXI drawdown since its inception was -89.01%, which is greater than XLI's maximum drawdown of -62.26%. Use the drawdown chart below to compare losses from any high point for UXI and XLI. For additional features, visit the drawdowns tool.
Volatility
UXI vs. XLI - Volatility Comparison
ProShares Ultra Industrials (UXI) has a higher volatility of 27.91% compared to Industrial Select Sector SPDR Fund (XLI) at 13.75%. This indicates that UXI's price experiences larger fluctuations and is considered to be riskier than XLI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.