Screener
XLU vs UPW
State Street Utilities Select Sector SPDR ETF vs ProShares Ultra Utilities
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.
- XLU follows a index tracking strategy; UPW uses leveraged.
- 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
| XLU | UPW | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.95% |
| Fund size (AUM) | $24.1B | $25M |
| Since | 1998 | 2007 |
| Dividend yield | 2.54% | 1.35% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | leveraged |
| CAGR 1Y | +14.5% | +21.3% |
| CAGR 3Y | +14.4% | +18.7% |
| CAGR 5Y | +10.0% | +11.1% |
| Sharpe 3Y | 0.69 | 0.58 |
| Volatility 1Y | 14.21% | 28.45% |
| Max drawdown | -36.07% | -62.67% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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