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UPW vs SIJ

ProShares Ultra Utilities vs ProShares UltraShort Industrials

UPW

ProShares Ultra Utilities

ProShares

Annual cost

0.95%

Fund size

$25M

SIJ

ProShares UltraShort Industrials

ProShares

Annual cost

0.95%

Fund size

$6M

Key differences

  • UPW is significantly larger than SIJ — larger funds tend to be more liquid and less likely to close.
  • UPW follows a leveraged strategy; SIJ uses inverse.
  • Over the last 3 years, UPW has delivered higher annualized returns.

Side-by-side comparison

UPWSIJ
Annual cost (TER)0.95%0.95%
Fund size (AUM)$25M$6M
Since20072007
Dividend yield1.35%5.78%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+21.3%-33.1%
CAGR 3Y+18.7%-30.2%
CAGR 5Y+11.1%-18.9%
Sharpe 3Y0.58-1.03
Volatility 1Y28.45%31.65%
Max drawdown-62.67%-96.54%

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

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