Screener
UPW vs XLUI
ProShares Ultra Utilities vs State Street Utilities Select Sector SPDR Premium Income ETF
Key differences
- XLUI costs 0.60% less per year.
- UPW is classified as equity, while XLUI is alternative — different risk/return profiles.
- UPW follows a leveraged strategy; XLUI uses option income.
- UPW has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UPW | XLUI | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.35% |
| Fund size (AUM) | $25M | $9M |
| Since | 2007 | 2025 |
| Dividend yield | 1.35% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | leveraged | option income |
| CAGR 1Y | +21.3% | N/A |
| CAGR 3Y | +18.7% | N/A |
| CAGR 5Y | +11.1% | N/A |
| Sharpe 3Y | 0.58 | N/A |
| Volatility 1Y | 28.45% | — |
| Max drawdown | -62.67% | -6.01% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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