SPDW vs UPRO

SPDR Portfolio Developed World ex-US ETF vs ProShares UltraPro S&P500

Quick take
  • SPDW has the lower expense ratio at 0.03% vs 0.89% for UPRO.
  • SPDW pays a higher dividend yield (3.00%).

Side-by-side metrics

MetricSPDWUPRO
Expense ratio
Annual fee. Lower is better.
0.03%0.89%
Dividend yield
Trailing 12-month yield.
3.00%0.78%
AUM
Assets under management — bigger funds are typically more liquid.
$38.95B$4.72B
YTD return
13.58%18.87%
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.
1.033.11
P/E ratio
18.6828.39
Last price
$49.61$136.02
Inception
Issuer
State StreetProShares

SPDW top holdings

Top holdings · SPDW
SMSNSamsung Electronics Co Ltd DR2.25%
ASML.ASASML Holding NV1.70%
000660.KSSK Hynix Inc1.46%
HSBA.LHSBC Holdings PLC0.97%
AZN.LAstraZeneca PLC0.90%
NOVN.SWNovartis AG Registered Shares0.88%
ROP.SWRoche Holding AG Ordinary Shares new0.87%
SHEL.LShell PLC0.81%
NESN.SWNestle SA0.81%
RYRoyal Bank of Canada0.77%
Sector breakdown · SPDW
Real Estate2.5%
Consumer Cyclical7.8%
Basic Materials7.3%
Consumer Defensive5.7%
Technology13.7%
Communication Services3.8%
Financial Services22.9%
Utilities3.3%
Industrials19.2%
Energy5.5%
Healthcare8.3%

UPRO top holdings

Top holdings · UPRO
IQMMProShares GENIUS Money Market ETF28.10%
NVDANVIDIA Corp3.74%
AAPLApple Inc3.07%
MSFTMicrosoft Corp2.33%
AMZNAmazon.com Inc2.00%
GOOGLAlphabet Inc Class A1.73%
Sector breakdown · UPRO
Real Estate1.9%
Consumer Cyclical10.1%
Basic Materials1.8%
Consumer Defensive4.9%
Technology35.6%
Communication Services11.2%
Financial Services11.8%
Utilities2.4%
Industrials8.3%
Energy3.5%
Healthcare8.5%

About SPDW

SPDW (SPDR Portfolio Developed World ex-US ETF) is Developed-market stocks outside the US. Managed by State Street, the fund carries $38.9B in assets under management, an expense ratio of 0.03%, a dividend yield of 3.00%. Its largest holding is Samsung Electronics Co Ltd DR (SMSN), which represents 2.2% of the portfolio. Real Estate is the fund's largest sector exposure at 2.5%.

About UPRO

UPRO (ProShares UltraPro S&P500) is 3x leveraged daily performance of the S&P 500. Managed by ProShares, the fund carries $4.7B in assets under management, an expense ratio of 0.89%, a dividend yield of 0.78%. Its largest holding is ProShares GENIUS Money Market ETF (IQMM), which represents 28.1% of the portfolio. Real Estate is the fund's largest sector exposure at 1.9%.