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UWM vs TWM

ProShares Ultra Russell2000 vs ProShares UltraShort Russell2000

UWM

ProShares Ultra Russell2000

ProShares

Annual cost

0.95%

Fund size

$248M

TWM

ProShares UltraShort Russell2000

ProShares

Annual cost

0.95%

Fund size

$47M

Key differences

  • UWM is significantly larger than TWM — larger funds tend to be more liquid and less likely to close.
  • UWM follows a leveraged strategy; TWM uses inverse.
  • Over the last 3 years, UWM has delivered higher annualized returns.

Side-by-side comparison

UWMTWM
Annual cost (TER)0.95%0.95%
Fund size (AUM)$248M$47M
Since20072007
Dividend yield0.83%5.86%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+91.3%-52.8%
CAGR 3Y+28.5%-31.2%
CAGR 5Y+3.8%-18.9%
Sharpe 3Y0.72-0.75
Volatility 1Y38.22%38.52%
Max drawdown-71.46%-96.59%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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