UYM vs. UXI
Compare and contrast key facts about ProShares Ultra Basic Materials (UYM) and ProShares Ultra Industrials (UXI).
UYM and UXI are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. UYM is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Basic Materials Index (200%). It was launched on Jan 30, 2007. 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. Both UYM and UXI 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: UYM or UXI.
Correlation
The correlation between UYM and UXI is 0.78, 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
UYM vs. UXI - Performance Comparison
Key characteristics
UYM:
-0.45
UXI:
0.04
UYM:
-0.43
UXI:
0.35
UYM:
0.94
UXI:
1.05
UYM:
-0.40
UXI:
0.05
UYM:
-1.14
UXI:
0.16
UYM:
15.54%
UXI:
10.84%
UYM:
39.16%
UXI:
39.89%
UYM:
-92.77%
UXI:
-89.01%
UYM:
-31.11%
UXI:
-22.67%
Returns By Period
In the year-to-date period, UYM achieves a -6.52% return, which is significantly higher than UXI's -8.08% return. Over the past 10 years, UYM has underperformed UXI with an annualized return of 5.55%, while UXI has yielded a comparatively higher 13.89% annualized return.
UYM
-6.52%
-11.48%
-25.41%
-19.98%
18.36%
5.55%
UXI
-8.08%
-8.23%
-13.12%
2.38%
21.81%
13.89%
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UYM vs. UXI - Expense Ratio Comparison
Both UYM and UXI have an expense ratio of 0.95%.
Risk-Adjusted Performance
UYM vs. UXI — Risk-Adjusted Performance Rank
UYM
UXI
UYM vs. UXI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Basic Materials (UYM) and ProShares Ultra Industrials (UXI). 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
UYM vs. UXI - Dividend Comparison
UYM's dividend yield for the trailing twelve months is around 1.18%, more than UXI's 0.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UYM ProShares Ultra Basic Materials | 1.18% | 0.97% | 0.28% | 0.87% | 0.52% | 0.56% | 1.24% | 0.94% | 0.38% | 0.55% | 0.42% | 0.42% |
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% |
Drawdowns
UYM vs. UXI - Drawdown Comparison
The maximum UYM drawdown since its inception was -92.77%, roughly equal to the maximum UXI drawdown of -89.01%. Use the drawdown chart below to compare losses from any high point for UYM and UXI. For additional features, visit the drawdowns tool.
Volatility
UYM vs. UXI - Volatility Comparison
ProShares Ultra Basic Materials (UYM) and ProShares Ultra Industrials (UXI) have volatilities of 28.16% and 27.91%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.