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UPW vs ROM

ProShares Ultra Utilities vs ProShares Ultra Technology

UPW

ProShares Ultra Utilities

ProShares

Annual cost

0.95%

Fund size

$25M

ROM

ProShares Ultra Technology

ProShares

Annual cost

0.95%

Fund size

$961M

Key differences

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

Side-by-side comparison

UPWROM
Annual cost (TER)0.95%0.95%
Fund size (AUM)$25M$961M
Since20072007
Dividend yield1.35%0.21%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+21.3%+141.6%
CAGR 3Y+18.7%+58.6%
CAGR 5Y+11.1%+30.9%
Sharpe 3Y0.581.14
Volatility 1Y28.45%41.47%
Max drawdown-62.67%-67.55%

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

Similar to UPW and ROM