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UPRO vs SIJ

ProShares UltraPro S&P500 vs ProShares UltraShort Industrials

UPRO

ProShares UltraPro S&P500

Annual cost

0.89%

Fund size

$5.5B

SIJ

ProShares UltraShort Industrials

Annual cost

0.95%

Fund size

$6M

Key differences

Both UPRO and SIJ are equity ETFs. UPRO charges 0.89% a year and SIJ 0.95%. The main difference: UPRO follows a leveraged strategy; SIJ uses inverse.

  • UPRO follows a leveraged strategy; SIJ uses inverse.
  • UPRO costs 0.06% less per year.
  • UPRO is much larger than SIJ. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, UPRO has delivered higher annualized returns.

Side-by-side comparison

UPROSIJ
Annual cost (TER)0.89%0.95%
Fund size (AUM)$5.5B$6M
Since20092007
Dividend yield0.68%5.68%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+72.5%-31.0%
CAGR 3Y+51.5%-30.8%
CAGR 5Y+22.1%-18.4%
Sharpe 3Y1.08-1.07
Volatility 1Y36.22%31.63%
Max drawdown-76.82%-96.54%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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