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SH vs UPRO

ProShares Short S&P500 vs ProShares UltraPro S&P500

SH

ProShares Short S&P500

ProShares

Annual cost

0.89%

Fund size

$1.2B

UPRO

ProShares UltraPro S&P500

ProShares

Annual cost

0.89%

Fund size

$4.7B

Key differences

  • UPRO is significantly larger than SH — larger funds tend to be more liquid and less likely to close.
  • SH is classified as equity, while UPRO is cryptocurrency — different risk/return profiles.
  • SH follows a inverse strategy; UPRO uses leveraged.
  • Over the last 3 years, UPRO has delivered higher annualized returns.

Side-by-side comparison

SHUPRO
Annual cost (TER)0.89%0.89%
Fund size (AUM)$1.2B$4.7B
Since20062009
Dividend yield4.32%0.78%
Asset classequitycryptocurrency
Regionnorth america
Strategyinverseleveraged
CAGR 1Y-19.2%+94.0%
CAGR 3Y-13.5%+54.9%
CAGR 5Y-9.5%+24.8%
Sharpe 3Y-1.151.13
Volatility 1Y11.96%35.82%
Max drawdown-75.87%-76.82%

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

Similar to SH and UPRO