Screener
UPW vs TBT
ProShares Ultra Utilities vs ProShares UltraShort 20+ Year Treasury
Key differences
UPW is an equity ETF, while TBT is a fixed income ETF. UPW charges 0.95% a year and TBT 0.93%.
- UPW is an equity fund, while TBT is a fixed income fund. They carry different risk/return profiles.
- UPW follows a leveraged strategy; TBT uses inverse.
- TBT is much larger than UPW. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UPW has delivered higher annualized returns.
Side-by-side comparison
| UPW | TBT | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.93% |
| Fund size (AUM) | $19M | $333M |
| Since | 2007 | 2008 |
| Dividend yield | 1.51% | 2.90% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | leveraged | inverse |
| CAGR 1Y | +13.4% | +2.5% |
| CAGR 3Y | +18.0% | +12.0% |
| CAGR 5Y | +9.7% | +15.4% |
| Sharpe 3Y | 0.56 | 0.42 |
| Volatility 1Y | 29.20% | 19.58% |
| Max drawdown | -62.67% | -65.09% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.