ProShares UltraPro S&P500 ETF Overview and Insights

The ProShares UltraPro S&P 500 ETF is a popular investment option that allows you to gain a 300% exposure to the S&P 500 index.

It's designed to provide three times the daily performance of the S&P 500, making it a powerful tool for traders looking to amplify their gains.

Launched in 2009, this ETF has been a reliable choice for investors seeking to capture the upside of the S&P 500.

The ProShares UltraPro S&P 500 ETF is listed on the NYSE Arca exchange under the ticker symbol SPXU.

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ProShares UltraPro S&P500 has a relatively low portfolio turnover rate of 34%, which means it holds onto its assets for a decent amount of time.

This is a bit lower than the average portfolio turnover rate of 965% for the Trading--Leveraged Equity category.

In January 2025, the fund returned a respectable 7.0%, earning it a grade of C in its category.

The Trading--Leveraged Equity category as a whole had an average return of 5.9% that month.

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The letter grades are based on relative rankings within the investment category, with A being the highest 20%.

A grade of A would indicate that the fund's return is in the top 20% for that time period compared to all ETFs in that category.

The fund's trailing NAV total returns data as of January 31, 2025, shows its performance over time.

The ProShares UltraPro S&P 500 has returned 7.0% year to date, outperforming its category by 1.1 percentage points, earning a grade of C.

The fund's performance over the past year is impressive, with a return of 68.8%, earning a grade of B. Over the past three years, it has returned 14.7%, earning an A grade, and over the past five and ten years, it has returned 22.9% and 25.8% respectively, both earning A grades.

Here's a breakdown of the fund's grades over different time periods:

The fund's expense ratio is 0.91%, which is considered high, but lower than the category average of 1.04%.

The S&P 500 is a widely followed stock market index that serves as the primary benchmark for the ProShares UltraPro S&P500 ETF.

The ProShares UltraPro S&P500 ETF has a single primary benchmark, the S&P 500 TR USD index, which accounts for 300% of the ETF's investment focus.

The S&P 500 index is comprised of 525 securities, with the top 10 holdings making up 35.0% of the ETF's assets.

The S&P 500 index has a significant domestic stock allocation, with 78.3% of its portfolio invested in domestic stocks.

The ETF's investment selection and management do not have an ESG focus, meaning they do not prioritize environmental, social, and governance considerations in their investment decisions.

The ProShares UltraPro S&P500 ETF has received a grade of C for its year-to-date performance, which is 1.1 percentage points better than the category average.

The fund has a long-term track record, with a grade of A for its performance over the past three, five, and ten years.

Here's a breakdown of the fund's grades over different time periods:

The fund's performance has been impressive over the long-term, but it's essential to consider its relatively high expense ratio of 0.91%, which is rated as High.

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Comments from readers provide valuable insights into the ProShares UltraPro S&P500 ETF (UPRO.US).

Kevin Matte notes that the S&P 500 remains bullish but in a general trend, while Richie Keai is excited about the rebound of quantum computing.

Some readers are concerned about the ETF's performance, with 2baggerbamm pointing out that every chart has the exact same pattern as this and that indexes have reversed to their 20-day moving average.

The Magic barrier at 100 has been a significant milestone for the ETF, with 2baggerbamm noting that something always happens to block it from crossing.

Richie Keai is optimistic about the ETF's future, having hit 100 and expecting the rise to continue.

Comments from readers provide a range of perspectives on the ProShares UltraPro S&P500 ETF.

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