Screener
UPW vs UBT
ProShares Ultra Utilities vs ProShares Ultra 20+ Year Treasury
Key differences
UPW is an equity ETF, while UBT is a fixed income ETF. UPW charges 0.95% a year and UBT 0.95%.
- UPW is an equity fund, while UBT is a fixed income fund. They carry different risk/return profiles.
- UBT 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 | UBT | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.95% |
| Fund size (AUM) | $19M | $64M |
| Since | 2007 | 2010 |
| Dividend yield | 1.51% | 3.98% |
| Asset class | equity | fixed income |
| Region | north america | north america |
| Strategy | leveraged | leveraged |
| CAGR 1Y | +13.4% | -0.4% |
| CAGR 3Y | +18.0% | -11.4% |
| CAGR 5Y | +9.7% | -17.9% |
| Sharpe 3Y | 0.56 | -0.44 |
| Volatility 1Y | 29.20% | 19.17% |
| Max drawdown | -62.67% | -78.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.