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 (6.85%).

Side-by-side metrics

MetricSPXUXLE
Expense ratio
Annual fee. Lower is better.
0.90%0.08%
Dividend yield
Trailing 12-month yield.
6.85%2.85%
AUM
Assets under management — bigger funds are typically more liquid.
$427M$35.72B
YTD return
-23.50%26.05%
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.
-2.75-0.02
P/E ratio
20.75
Last price
$36.42$54.84
Inception
Issuer
ProSharesState Street

SPXU top holdings

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

XLE top holdings

Top holdings · XLE
XOMExxon Mobil Corp22.63%
CVXChevron Corp16.06%
COPConocoPhillips6.56%
WMBWilliams Companies Inc5.02%
VLOValero Energy Corp4.63%
MPCMarathon Petroleum Corp4.47%
EOGEOG Resources Inc4.14%
SLBSLB Ltd4.09%
PSXPhillips 664.06%
KMIKinder Morgan Inc Class P3.75%
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 $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 XLE

XLE (Energy Select Sector SPDR Fund) is S&P 500 energy sector. Managed by State Street, the fund carries $35.7B in assets under management, an expense ratio of 0.08%, a dividend yield of 2.85%. Its largest holding is Exxon Mobil Corp (XOM), which represents 22.6% of the portfolio. Energy is the fund's largest sector exposure at 100.0%.