SOXS vs UPRO

Direxion Daily Semiconductor Bear 3X ETF vs ProShares UltraPro S&P500

Quick take
  • UPRO has the lower expense ratio at 0.89% vs 1.00% for SOXS.
  • SOXS pays a higher dividend yield (70.00%).

Side-by-side metrics

MetricSOXSUPRO
Expense ratio
Annual fee. Lower is better.
1.00%0.89%
Dividend yield
Trailing 12-month yield.
70.00%0.76%
AUM
Assets under management — bigger funds are typically more liquid.
$1.26B$5.33B
YTD return
-92.69%22.20%
1-year return
3-year return
Annualized.
5-year return
Annualized.
10-year return
Annualized.
Beta (3Y)
Volatility relative to the market. Closer to 1 = market-like.
-4.513.11
P/E ratio
27.38
Last price
$3.86$144.45
Inception
Issuer
DirexionProShares

SOXS top holdings

Holdings data unavailable for SOXS.

UPRO top holdings

Top holdings · UPRO
IQMMProShares GENIUS Money Market ETF24.88%
NVDANVIDIA Corp3.55%
AAPLApple Inc3.11%
MSFTMicrosoft Corp2.03%
Sector breakdown · UPRO
Real Estate1.8%
Consumer Cyclical9.5%
Basic Materials1.6%
Consumer Defensive4.5%
Technology38.5%
Communication Services9.9%
Financial Services11.6%
Utilities2.2%
Industrials8.5%
Energy3.0%
Healthcare8.9%

About SOXS

SOXS (Direxion Daily Semiconductor Bear 3X ETF) is 3x inverse daily performance of semiconductor stocks. Managed by Direxion, the fund carries $1.3B in assets under management, an expense ratio of 1.00%, a dividend yield of 70.00%.

About UPRO

UPRO (ProShares UltraPro S&P500) is 3x leveraged daily performance of the S&P 500. Managed by ProShares, the fund carries $5.3B in assets under management, an expense ratio of 0.89%, a dividend yield of 0.76%. Its largest holding is ProShares GENIUS Money Market ETF (IQMM), which represents 24.9% of the portfolio. Real Estate is the fund's largest sector exposure at 1.8%.