SPXU vs XLI

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

Quick take
  • XLI 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

MetricSPXUXLI
Expense ratio
Annual fee. Lower is better.
0.90%0.08%
Dividend yield
Trailing 12-month yield.
6.85%1.11%
AUM
Assets under management — bigger funds are typically more liquid.
$427M$33.96B
YTD return
-23.50%16.92%
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.
-2.751.01
P/E ratio
31.21
Last price
$36.42$181.82
Inception
Issuer
ProSharesState Street

SPXU top holdings

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

XLI top holdings

Top holdings · XLI
CATCaterpillar Inc8.51%
GEGE Aerospace6.76%
GEVGE Vernova Inc5.48%
RTXRTX Corp4.43%
BABoeing Co2.96%
ETNEaton Corp PLC2.87%
UNPUnion Pacific Corp2.80%
DEDeere & Co2.76%
UBERUber Technologies Inc2.55%
VRTVertiv Holdings Co Class A2.23%
Sector breakdown · XLI
Consumer Cyclical0.2%
Technology5.5%
Industrials94.3%

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 XLI

XLI (Industrial Select Sector SPDR Fund) is S&P 500 industrials sector. Managed by State Street, the fund carries $34.0B in assets under management, an expense ratio of 0.08%, a dividend yield of 1.11%. Its largest holding is Caterpillar Inc (CAT), which represents 8.5% of the portfolio. Consumer Cyclical is the fund's largest sector exposure at 0.2%.