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DUG vs UPW

ProShares UltraShort Energy ETF vs ProShares Ultra Utilities

DUG

ProShares UltraShort Energy ETF

ProShares

Annual cost

0.95%

Fund size

$18M

UPW

ProShares Ultra Utilities

ProShares

Annual cost

0.95%

Fund size

$25M

Key differences

  • DUG follows a inverse strategy; UPW uses leveraged.
  • Over the last 3 years, UPW has delivered higher annualized returns.

Side-by-side comparison

DUGUPW
Annual cost (TER)0.95%0.95%
Fund size (AUM)$18M$25M
Since20072007
Dividend yield5.09%1.35%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-52.2%+21.3%
CAGR 3Y-27.2%+18.7%
CAGR 5Y-39.2%+11.1%
Sharpe 3Y-0.610.58
Volatility 1Y40.83%28.45%
Max drawdown-99.46%-62.67%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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