Performance
UPRO vs. SPY - Performance Comparison
In the year-to-date period, UPRO achieves a 32.37% return, which is significantly higher than SPY's 14.41% return. Over the past 10 years, UPRO has outperformed SPY with an annualized return of 22.35%, while SPY has yielded a comparatively lower 12.50% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
UPRO
SPY
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UPRO vs. SPY - Expense Ratio Comparison
UPRO has a 0.92% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
UPRO vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares UltraPro S&P 500 (UPRO) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
UPRO vs. SPY - Sharpe Ratio Comparison
The current UPRO Sharpe Ratio is 1.45, which roughly equals the SPY Sharpe Ratio of 1.81. The chart below compares the 12-month rolling Sharpe Ratio of UPRO and SPY.
UPRO
SPY
Dividends
UPRO vs. SPY - Dividend Comparison
UPRO's dividend yield for the trailing twelve months is around 0.72%, less than SPY's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPRO ProShares UltraPro S&P 500 | 0.72% | 0.74% | 0.52% | 0.06% | 0.11% | 0.53% | 0.63% | 0.00% | 0.12% | 0.34% | 0.22% | 0.07% |
SPY SPDR S&P 500 ETF | 1.27% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
UPRO vs. SPY - Drawdown Comparison
The maximum UPRO drawdown since its inception was -76.82%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for UPRO and SPY. For additional features, visit the drawdowns tool.
UPRO
SPY
Volatility
UPRO vs. SPY - Volatility Comparison
ProShares UltraPro S&P 500 (UPRO) has a higher volatility of 14.28% compared to SPDR S&P 500 ETF (SPY) at 4.78%. This indicates that UPRO's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
UPRO
SPY
