UPRO vs XIDE
ProShares UltraPro S&P 500 vs FT Vest US Equity Buffer & Premium Income ETF - December
Which is better, UPRO or XIDE?
UPRO has been ahead.
XIDE has a lower expense ratio. UPRO led over 1Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | UPRO | XIDE |
|---|---|---|
| Expense Ratio | 0.88% | 0.85%Best |
| AUM | $5.7B | $23M |
| Dividend Yield | 0.77% | 6.28% |
| Holdings | 520 | 16 |
| YTD Return | +29.25%Best | +0.48% |
| 1Y Return | +38.25%Best | +1.28% |
| 3Y Return (annualized) | +51.43% | - |
| 5Y Return (annualized) | +19.36% | - |
| Volatility (annualized) | 36.6% | 7.3%Best |
| Max Drawdown | -49.1% | -11.8%Best |
| $10,000 over 2.8 years | $27,598Best | $10,073 |
| Fund Family | ProShares | First Trust Portfolios (US) |
| Category | Alternative | Alternative |
| Style | Multi Alternative | Multi Alternative |
| Inception | Jun 23, 2009 | Dec 15, 2023 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown, and the $10,000 over 2.8 years row, are measured over the window both funds cover: Dec 18, 2023 to Oct 14, 2026 (2.8 years).
UPRO vs XIDE growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view is available from the range buttons; it is not the opening view here because over the whole period one of these two funds moves so much further than the other that its line would sit flat on the axis.
UPRO vs XIDE Performance
ProShares UltraPro S&P 500 (UPRO) is an ETF from ProShares and FT Vest US Equity Buffer & Premium Income ETF - December (XIDE) is an ETF from First Trust Portfolios (US). Over the past year UPRO returned +38.25% while XIDE returned +1.28%. Year to date, UPRO is up 29.25% versus a gain of 0.48% for XIDE.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UPRO has been the more volatile fund, with annualized monthly volatility of 36.6% compared with 7.3% for XIDE. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -49.1% for UPRO and -11.8% for XIDE. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.28. They move largely independently of each other.
Fees and Cost Over Time
UPRO charges 0.88% per year while XIDE charges 0.85%. On a $10,000 position that is $88 vs $85 annually, a gap of $3 per year that compounds over a long holding period. On income, UPRO currently yields 0.77% against 6.28% for XIDE.
You are not choosing between two funds in isolation.
Whichever of UPRO and XIDE you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, UPRO or XIDE?
UPRO has an expense ratio of 0.88% while XIDE charges 0.85%. XIDE is the cheaper option, by $3 a year on a $10,000 investment.
Which performed better, UPRO or XIDE?
Over the past year UPRO returned +38.25% vs +1.28% for XIDE, so UPRO leads on 1-year performance. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, UPRO or XIDE?
UPRO has been the more volatile fund at 36.6% annualized versus 7.3% for XIDE. Worst drawdown: UPRO -49.1% vs XIDE -11.8%.
Should I hold both UPRO and XIDE?
UPRO and XIDE have a monthly-return correlation of 0.28, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, UPRO or XIDE?
UPRO yields 0.77% while XIDE yields 6.28%, so XIDE currently pays the higher dividend yield.
Is XIDE better than UPRO?
XIDE has a lower expense ratio. UPRO led over 1Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.