SPXU vs XBI

ProShares UltraPro Short S&P500 vs SPDR S&P Biotech ETF

Quick take
  • XBI has the lower expense ratio at 0.35% vs 0.90% for SPXU.
  • SPXU pays a higher dividend yield (6.85%).

Side-by-side metrics

MetricSPXUXBI
Expense ratio
Annual fee. Lower is better.
0.90%0.35%
Dividend yield
Trailing 12-month yield.
6.85%0.36%
AUM
Assets under management — bigger funds are typically more liquid.
$427M$10.73B
YTD return
-23.50%33.79%
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.
-2.751.10
P/E ratio
Last price
$36.42$164.01
Inception
Issuer
ProSharesState Street

SPXU top holdings

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

XBI top holdings

Top holdings · XBI
APGEApogee Therapeutics Inc1.49%
MRNAModerna Inc1.41%
TWSTTwist Bioscience Corp1.41%
ORKAOruka Therapeutics Inc1.38%
KYMRKymera Therapeutics Inc Ordinary Shares1.36%
VKTXViking Therapeutics Inc1.30%
PRAXPraxis Precision Medicines Inc Ordinary Shares1.29%
ERASErasca Inc1.27%
RVMDRevolution Medicines Inc Ordinary Shares1.20%
RYTMRhythm Pharmaceuticals Inc1.20%
Sector breakdown · XBI
Financial Services0.5%
Healthcare99.5%

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 XBI

XBI (SPDR S&P Biotech ETF) is Equal-weight biotech stocks in the S&P Biotech Index. Managed by State Street, the fund carries $10.7B in assets under management, an expense ratio of 0.35%, a dividend yield of 0.36%. Its largest holding is Apogee Therapeutics Inc (APGE), which represents 1.5% of the portfolio. Financial Services is the fund's largest sector exposure at 0.5%.