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UPW vs XLU
ProShares Ultra Utilities vs State Street Utilities Select Sector SPDR ETF
Key differences
- XLU costs 0.87% less per year.
- XLU is significantly larger than UPW — larger funds tend to be more liquid and less likely to close.
- UPW follows a leveraged strategy; XLU uses index tracking.
- Over the last 3 years, UPW has delivered higher annualized returns.
- XLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UPW | XLU | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.08% |
| Fund size (AUM) | $25M | $24.1B |
| Since | 2007 | 1998 |
| Dividend yield | 1.35% | 2.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | index tracking |
| CAGR 1Y | +21.3% | +14.5% |
| CAGR 3Y | +18.7% | +14.4% |
| CAGR 5Y | +11.1% | +10.0% |
| Sharpe 3Y | 0.58 | 0.69 |
| Volatility 1Y | 28.45% | 14.21% |
| Max drawdown | -62.67% | -36.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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