UYG vs. XLF
Compare and contrast key facts about ProShares Ultra Financials (UYG) and Financial Select Sector SPDR Fund (XLF).
UYG and XLF 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. XLF is a passively managed fund by State Street that tracks the performance of the Financial Select Sector Index. It was launched on Dec 16, 1998. Both UYG and XLF 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 XLF.
Correlation
The correlation between UYG and XLF is 0.81, 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. XLF - Performance Comparison
Key characteristics
UYG:
0.65
XLF:
0.92
UYG:
1.12
XLF:
1.37
UYG:
1.16
XLF:
1.20
UYG:
0.67
XLF:
1.20
UYG:
3.18
XLF:
4.72
UYG:
8.25%
XLF:
3.94%
UYG:
40.27%
XLF:
20.15%
UYG:
-97.90%
XLF:
-82.43%
UYG:
-19.90%
XLF:
-7.66%
Returns By Period
In the year-to-date period, UYG achieves a -4.87% return, which is significantly lower than XLF's -0.28% return. Both investments have delivered pretty close results over the past 10 years, with UYG having a 14.18% annualized return and XLF not far behind at 13.86%.
UYG
-4.87%
-10.87%
1.01%
28.04%
28.35%
14.18%
XLF
-0.28%
-4.49%
3.80%
19.30%
19.43%
13.86%
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UYG vs. XLF - Expense Ratio Comparison
UYG has a 0.95% expense ratio, which is higher than XLF's 0.13% expense ratio.
Risk-Adjusted Performance
UYG vs. XLF — Risk-Adjusted Performance Rank
UYG
XLF
UYG vs. XLF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Financials (UYG) and Financial Select Sector SPDR Fund (XLF). 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. XLF - Dividend Comparison
UYG's dividend yield for the trailing twelve months is around 0.82%, less than XLF's 1.48% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UYG ProShares Ultra Financials | 0.82% | 0.51% | 0.79% | 0.77% | 4.82% | 0.66% | 0.89% | 1.28% | 0.56% | 0.76% | 0.72% | 0.57% |
XLF Financial Select Sector SPDR Fund | 1.48% | 1.42% | 1.71% | 2.04% | 1.63% | 2.03% | 1.86% | 2.09% | 1.48% | 1.63% | 2.40% | 1.98% |
Drawdowns
UYG vs. XLF - Drawdown Comparison
The maximum UYG drawdown since its inception was -97.90%, which is greater than XLF's maximum drawdown of -82.43%. Use the drawdown chart below to compare losses from any high point for UYG and XLF. For additional features, visit the drawdowns tool.
Volatility
UYG vs. XLF - Volatility Comparison
ProShares Ultra Financials (UYG) has a higher volatility of 27.34% compared to Financial Select Sector SPDR Fund (XLF) at 13.51%. This indicates that UYG's price experiences larger fluctuations and is considered to be riskier than XLF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.