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UPW vs SMN
ProShares Ultra Utilities vs ProShares UltraShort Materials
Key differences
- UPW is significantly larger than SMN — larger funds tend to be more liquid and less likely to close.
- UPW follows a leveraged strategy; SMN uses inverse.
- Over the last 3 years, UPW has delivered higher annualized returns.
Side-by-side comparison
| UPW | SMN | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.95% |
| Fund size (AUM) | $25M | $3M |
| Since | 2007 | 2007 |
| Dividend yield | 1.35% | 4.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | inverse |
| CAGR 1Y | +21.3% | -31.2% |
| CAGR 3Y | +18.7% | -16.8% |
| CAGR 5Y | +11.1% | -14.9% |
| Sharpe 3Y | 0.58 | -0.46 |
| Volatility 1Y | 28.45% | 34.14% |
| Max drawdown | -62.67% | -95.39% |
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