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PEXProShares Global Listed Private Equity ETF

Grow my money#2661 of 2944 for Grow my money

Seeks investment results that track the performance of the LPX Direct Listed Private Equity Index.

ProShares · Since 2013 (13 years)

Annual Cost

2.95%

#5310 out of 5,332 ETFs

Fund Size

$11M

#4478 out of 5,332 ETFs

Dividend Yield

13.13%

Track Record

13 years

#1072 out of 5,332 ETFs

Performance

1 Year

-5.1%

3 Years

+7.2%

5 Years

+0.8%

What's inside

Asset class
Strategy
index tracking
Cap
large
Focus
Private Equity

Asset allocation

Stocks
77.1%
Other
20.7%
Cash
1.4%
Preferred
0.8%

Sector breakdown

Financial Services
96.6%
Healthcare
1.5%
Industrials
1.5%
Basic Materials
0.4%

Top holdings

Ares Capital CorpARCC10.4%
3i Group OrdIII.L8.8%
Main Street Capital CorpMAIN8.0%
Onex Corp Shs Subord.VotingONEX.TO7.2%
Sofina SASOF.BR7.0%
Golub Capital BDC IncGBDC4.9%
Hercules Capital IncHTGC4.2%
HgCapital Trust OrdHGT.L4.0%
Wendel SEMF.PA3.8%
Eurazeo SERF.PA3.8%

Risk profile

Volatility (1Y)

15.4%

Moderate

Max drawdown

-49.2%

Worst peak-to-trough loss

Sharpe (3Y)

0.30

Below average

Sortino (3Y)

0.42

Moderate downside risk

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Data updated on 2026-05-05