SPXU vs VTV

ProShares UltraPro Short S&P500 vs Vanguard Value ETF

Quick take
  • VTV has the lower expense ratio at 0.03% vs 0.90% for SPXU.
  • SPXU pays a higher dividend yield (6.85%).

Side-by-side metrics

MetricSPXUVTV
Expense ratio
Annual fee. Lower is better.
0.90%0.03%
Dividend yield
Trailing 12-month yield.
6.85%1.88%
AUM
Assets under management — bigger funds are typically more liquid.
$427M$254.46B
YTD return
-23.50%15.16%
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.
-2.750.69
P/E ratio
21.68
Last price
$36.42$219.20
Inception
Issuer
ProSharesVanguard

SPXU top holdings

Top holdings · SPXU
IQMMProShares GENIUS Money Market ETF78.53%

VTV top holdings

Top holdings · VTV
MUMicron Technology Inc4.15%
JPMJPMorgan Chase & Co2.87%
BRK-BBerkshire Hathaway Inc Class B2.81%
XOMExxon Mobil Corp2.30%
JNJJohnson & Johnson2.06%
WMTWalmart Inc1.93%
INTCIntel Corp1.74%
CSCOCisco Systems Inc1.63%
CATCaterpillar Inc1.55%
ABBVAbbVie Inc1.46%
Sector breakdown · VTV
Real Estate2.7%
Consumer Cyclical4.0%
Basic Materials3.0%
Consumer Defensive8.9%
Technology16.9%
Communication Services3.1%
Financial Services21.5%
Utilities4.8%
Industrials13.5%
Energy7.4%
Healthcare14.2%

About SPXU

SPXU (ProShares UltraPro Short S&P500) is 3x inverse daily performance of the S&P 500. Managed by ProShares, the fund carries $427M in assets under management, an expense ratio of 0.90%, a dividend yield of 6.85%. Its largest holding is ProShares GENIUS Money Market ETF (IQMM), which represents 78.5% of the portfolio.

About VTV

VTV (Vanguard Value ETF) is Large-cap US value stocks. Managed by Vanguard, the fund carries $254.5B in assets under management, an expense ratio of 0.03%, a dividend yield of 1.88%. Its largest holding is Micron Technology Inc (MU), which represents 4.1% of the portfolio. Real Estate is the fund's largest sector exposure at 2.7%.