SPXU vs XLE

ProShares UltraPro Short S&P500 vs Energy Select Sector SPDR Fund

Quick take
  • XLE has the lower expense ratio at 0.08% vs 0.90% for SPXU.
  • SPXU pays a higher dividend yield (6.87%).

Side-by-side metrics

MetricSPXUXLE
Expense ratio
Annual fee. Lower is better.
0.90%0.08%
Dividend yield
Trailing 12-month yield.
6.87%2.50%
AUM
Assets under management — bigger funds are typically more liquid.
$562M$41.39B
YTD return
-19.75%28.31%
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.
-2.750.12
P/E ratio
20.34
Last price
$39.97$55.95
Inception
Issuer
ProSharesState Street

SPXU top holdings

Top holdings · SPXU
IQMMProShares GENIUS Money Market ETF68.61%

XLE top holdings

Top holdings · XLE
XOMExxon Mobil Corp22.18%
CVXChevron Corp16.61%
COPConocoPhillips7.06%
SLBSLB Ltd4.62%
WMBWilliams Companies Inc4.37%
VLOValero Energy Corp4.19%
EOGEOG Resources Inc4.14%
MPCMarathon Petroleum Corp3.98%
PSXPhillips 663.92%
BKRBaker Hughes Co Class A3.74%
Sector breakdown · XLE
Energy100.0%

About SPXU

SPXU (ProShares UltraPro Short S&P500) is 3x inverse daily performance of the S&P 500. Managed by ProShares, the fund carries $562M in assets under management, an expense ratio of 0.90%, a dividend yield of 6.87%. Its largest holding is ProShares GENIUS Money Market ETF (IQMM), which represents 68.6% of the portfolio.

About XLE

XLE (Energy Select Sector SPDR Fund) is S&P 500 energy sector. Managed by State Street, the fund carries $41.4B in assets under management, an expense ratio of 0.08%, a dividend yield of 2.50%. Its largest holding is Exxon Mobil Corp (XOM), which represents 22.2% of the portfolio. Energy is the fund's largest sector exposure at 100.0%.