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SIJ vs UPW

ProShares UltraShort Industrials vs ProShares Ultra Utilities

SIJ

ProShares UltraShort Industrials

ProShares

Annual cost

0.95%

Fund size

$6M

UPW

ProShares Ultra Utilities

ProShares

Annual cost

0.95%

Fund size

$25M

Key differences

  • UPW is significantly larger than SIJ — larger funds tend to be more liquid and less likely to close.
  • SIJ follows a inverse strategy; UPW uses leveraged.
  • Over the last 3 years, UPW has delivered higher annualized returns.

Side-by-side comparison

SIJUPW
Annual cost (TER)0.95%0.95%
Fund size (AUM)$6M$25M
Since20072007
Dividend yield5.78%1.35%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-34.2%+21.3%
CAGR 3Y-30.2%+18.7%
CAGR 5Y-19.6%+11.1%
Sharpe 3Y-1.030.58
Volatility 1Y31.65%28.45%
Max drawdown-96.54%-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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