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UPW vs IDU
ProShares Ultra Utilities vs iShares U.S. Utilities ETF
Key differences
- IDU costs 0.57% less per year.
- IDU is significantly larger than UPW — larger funds tend to be more liquid and less likely to close.
- UPW follows a leveraged strategy; IDU uses index tracking.
- Over the last 3 years, UPW has delivered higher annualized returns.
- IDU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UPW | IDU | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.38% |
| Fund size (AUM) | $25M | $1.6B |
| Since | 2007 | 2000 |
| Dividend yield | 1.35% | 2.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | index tracking |
| CAGR 1Y | +21.3% | +11.8% |
| CAGR 3Y | +18.7% | +14.4% |
| CAGR 5Y | +11.1% | +9.7% |
| Sharpe 3Y | 0.58 | 0.73 |
| Volatility 1Y | 28.45% | 13.50% |
| Max drawdown | -62.67% | -36.18% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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