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UPW vs UJB

ProShares Ultra Utilities vs ProShares Ultra High Yield

UPW

ProShares Ultra Utilities

Annual cost

0.95%

Fund size

$19M

UJB

ProShares Ultra High Yield

Annual cost

0.95%

Fund size

$9M

Key differences

UPW is an equity ETF, while UJB is a fixed income ETF. UPW charges 0.95% a year and UJB 0.95%.

  • UPW is an equity fund, while UJB is a fixed income fund. They carry different risk/return profiles.
  • Over the last three years, UPW has delivered higher annualized returns.

Side-by-side comparison

UPWUJB
Annual cost (TER)0.95%0.95%
Fund size (AUM)$19M$9M
Since20072011
Dividend yield1.51%3.33%
Asset classequityfixed income
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+13.4%+8.0%
CAGR 3Y+18.0%+11.7%
CAGR 5Y+9.7%+2.9%
Sharpe 3Y0.560.77
Volatility 1Y29.20%7.33%
Max drawdown-62.67%-40.14%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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