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UPW vs DIG

ProShares Ultra Utilities vs ProShares Ultra Energy

UPW

ProShares Ultra Utilities

ProShares

Annual cost

0.95%

Fund size

$25M

DIG

ProShares Ultra Energy

ProShares

Annual cost

0.95%

Fund size

$85M

Key differences

  • DIG is significantly larger than UPW — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, DIG has delivered higher annualized returns.

Side-by-side comparison

UPWDIG
Annual cost (TER)0.95%0.95%
Fund size (AUM)$25M$85M
Since20072007
Dividend yield1.35%1.43%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+21.3%+85.7%
CAGR 3Y+18.7%+21.1%
CAGR 5Y+11.1%+30.1%
Sharpe 3Y0.580.58
Volatility 1Y28.45%40.85%
Max drawdown-62.67%-92.53%

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

Similar to UPW and DIG