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UPW vs DUG

ProShares Ultra Utilities vs ProShares UltraShort Energy ETF

UPW

ProShares Ultra Utilities

ProShares

Annual cost

0.95%

Fund size

$25M

DUG

ProShares UltraShort Energy ETF

ProShares

Annual cost

0.95%

Fund size

$18M

Key differences

  • UPW follows a leveraged strategy; DUG uses inverse.
  • Over the last 3 years, UPW has delivered higher annualized returns.

Side-by-side comparison

UPWDUG
Annual cost (TER)0.95%0.95%
Fund size (AUM)$25M$18M
Since20072007
Dividend yield1.35%5.09%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+21.3%-52.2%
CAGR 3Y+18.7%-27.2%
CAGR 5Y+11.1%-39.2%
Sharpe 3Y0.58-0.61
Volatility 1Y28.45%40.83%
Max drawdown-62.67%-99.46%

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

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