XPND vs. USD
Compare and contrast key facts about First Trust Expanded Technology ETF (XPND) and ProShares Ultra Semiconductors (USD).
XPND and USD are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. XPND is an actively managed fund by First Trust. It was launched on Jun 14, 2021. USD is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Semiconductors Index (200%). It was launched on Jan 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XPND or USD.
Performance
XPND vs. USD - Performance Comparison
Returns By Period
In the year-to-date period, XPND achieves a 29.73% return, which is significantly lower than USD's 139.99% return.
XPND
29.73%
4.85%
13.23%
36.30%
N/A
N/A
USD
139.99%
-2.97%
11.22%
181.79%
58.42%
45.54%
Key characteristics
| XPND | USD | |
|---|---|---|
| Sharpe Ratio | 1.90 | 2.28 |
| Sortino Ratio | 2.54 | 2.55 |
| Omega Ratio | 1.34 | 1.33 |
| Calmar Ratio | 2.87 | 3.80 |
| Martin Ratio | 10.59 | 9.97 |
| Ulcer Index | 3.43% | 18.23% |
| Daily Std Dev | 19.09% | 79.66% |
| Max Drawdown | -38.00% | -87.93% |
| Current Drawdown | -1.46% | -20.65% |
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XPND vs. USD - Expense Ratio Comparison
XPND has a 0.65% expense ratio, which is lower than USD's 0.95% expense ratio.
Correlation
The correlation between XPND and USD is 0.90, 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.
Risk-Adjusted Performance
XPND vs. USD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for First Trust Expanded Technology ETF (XPND) and ProShares Ultra Semiconductors (USD). 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
XPND vs. USD - Dividend Comparison
XPND's dividend yield for the trailing twelve months is around 0.05%, more than USD's 0.04% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XPND First Trust Expanded Technology ETF | 0.05% | 0.18% | 0.34% | 0.02% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
USD ProShares Ultra Semiconductors | 0.04% | 0.10% | 0.59% | 0.00% | 0.18% | 1.03% | 1.47% | 0.39% | 7.11% | 0.54% | 2.98% | 0.97% |
Drawdowns
XPND vs. USD - Drawdown Comparison
The maximum XPND drawdown since its inception was -38.00%, smaller than the maximum USD drawdown of -87.93%. Use the drawdown chart below to compare losses from any high point for XPND and USD. For additional features, visit the drawdowns tool.
Volatility
XPND vs. USD - Volatility Comparison
The current volatility for First Trust Expanded Technology ETF (XPND) is 5.48%, while ProShares Ultra Semiconductors (USD) has a volatility of 19.07%. This indicates that XPND experiences smaller price fluctuations and is considered to be less risky than USD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.