^SIXU vs. UPW
Compare and contrast key facts about Utilities Select Sector Index (^SIXU) and ProShares Ultra Utilities (UPW).
UPW is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Utilities 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: ^SIXU or UPW.
Correlation
The correlation between ^SIXU and UPW is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
^SIXU vs. UPW - Performance Comparison
Key characteristics
^SIXU:
0.95
UPW:
0.74
^SIXU:
1.48
UPW:
1.33
^SIXU:
1.19
UPW:
1.17
^SIXU:
1.40
UPW:
1.07
^SIXU:
4.07
UPW:
3.31
^SIXU:
4.43%
UPW:
9.25%
^SIXU:
17.25%
UPW:
34.40%
^SIXU:
-36.56%
UPW:
-77.75%
^SIXU:
-2.15%
UPW:
-8.16%
Returns By Period
In the year-to-date period, ^SIXU achieves a 6.51% return, which is significantly lower than UPW's 9.80% return. Over the past 10 years, ^SIXU has underperformed UPW with an annualized return of 6.38%, while UPW has yielded a comparatively higher 11.88% annualized return.
^SIXU
6.51%
10.42%
3.95%
15.00%
7.63%
6.38%
UPW
9.80%
19.12%
4.19%
25.27%
13.29%
11.88%
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Risk-Adjusted Performance
^SIXU vs. UPW — Risk-Adjusted Performance Rank
^SIXU
UPW
^SIXU vs. UPW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Utilities Select Sector Index (^SIXU) and ProShares Ultra Utilities (UPW). 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.
Drawdowns
^SIXU vs. UPW - Drawdown Comparison
The maximum ^SIXU drawdown since its inception was -36.56%, smaller than the maximum UPW drawdown of -77.75%. Use the drawdown chart below to compare losses from any high point for ^SIXU and UPW. For additional features, visit the drawdowns tool.
Volatility
^SIXU vs. UPW - Volatility Comparison
The current volatility for Utilities Select Sector Index (^SIXU) is 5.96%, while ProShares Ultra Utilities (UPW) has a volatility of 11.93%. This indicates that ^SIXU experiences smaller price fluctuations and is considered to be less risky than UPW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.