UYG vs. VOO
Compare and contrast key facts about ProShares Ultra Financials (UYG) and Vanguard S&P 500 ETF (VOO).
UYG and VOO are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UYG is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Financials Index (200%). It was launched on Jan 30, 2007. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010. Both UYG and VOO 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: UYG or VOO.
Correlation
The correlation between UYG and VOO 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
UYG vs. VOO - Performance Comparison
Key characteristics
UYG:
1.94
VOO:
1.76
UYG:
2.64
VOO:
2.37
UYG:
1.34
VOO:
1.32
UYG:
1.37
VOO:
2.66
UYG:
10.57
VOO:
11.10
UYG:
5.33%
VOO:
2.02%
UYG:
29.08%
VOO:
12.79%
UYG:
-97.90%
VOO:
-33.99%
UYG:
-8.10%
VOO:
-2.11%
Returns By Period
In the year-to-date period, UYG achieves a 9.15% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, UYG has outperformed VOO with an annualized return of 15.67%, while VOO has yielded a comparatively lower 13.03% annualized return.
UYG
9.15%
0.85%
27.04%
51.44%
12.34%
15.67%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
UYG vs. VOO - Expense Ratio Comparison
UYG has a 0.95% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
UYG vs. VOO — Risk-Adjusted Performance Rank
UYG
VOO
UYG vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Financials (UYG) and Vanguard S&P 500 ETF (VOO). 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
UYG vs. VOO - Dividend Comparison
UYG's dividend yield for the trailing twelve months is around 0.46%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UYG ProShares Ultra Financials | 0.46% | 0.51% | 0.79% | 0.77% | 4.82% | 0.66% | 0.89% | 1.28% | 0.56% | 0.76% | 0.72% | 0.57% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
UYG vs. VOO - Drawdown Comparison
The maximum UYG drawdown since its inception was -97.90%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UYG and VOO. For additional features, visit the drawdowns tool.
Volatility
UYG vs. VOO - Volatility Comparison
ProShares Ultra Financials (UYG) has a higher volatility of 6.91% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that UYG's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.