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IDU vs UPW
iShares U.S. Utilities ETF vs ProShares Ultra Utilities
Key differences
- IDU costs 0.57% less per year.
- IDU is significantly larger than UPW — larger funds tend to be more liquid and less likely to close.
- IDU follows a index tracking strategy; UPW uses leveraged.
- Over the last 3 years, UPW has delivered higher annualized returns.
- IDU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IDU | UPW | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.95% |
| Fund size (AUM) | $1.6B | $25M |
| Since | 2000 | 2007 |
| Dividend yield | 2.10% | 1.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | leveraged |
| CAGR 1Y | +12.2% | +21.3% |
| CAGR 3Y | +14.4% | +18.7% |
| CAGR 5Y | +9.8% | +11.1% |
| Sharpe 3Y | 0.73 | 0.58 |
| Volatility 1Y | 13.61% | 28.45% |
| Max drawdown | -36.18% | -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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