SPXU vs XLV

ProShares UltraPro Short S&P500 vs Health Care Select Sector SPDR Fund

Quick take
  • XLV 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

MetricSPXUXLV
Expense ratio
Annual fee. Lower is better.
0.90%0.08%
Dividend yield
Trailing 12-month yield.
6.87%1.72%
AUM
Assets under management — bigger funds are typically more liquid.
$562M$37.88B
YTD return
-19.75%-5.69%
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.
-2.750.58
P/E ratio
26.68
Last price
$39.97$144.72
Inception
Issuer
ProSharesState Street

SPXU top holdings

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

XLV top holdings

Top holdings · XLV
LLYEli Lilly and Co14.07%
JNJJohnson & Johnson10.52%
ABBVAbbVie Inc7.10%
UNHUnitedHealth Group Inc6.38%
MRKMerck & Co Inc5.15%
AMGNAmgen Inc3.54%
TMOThermo Fisher Scientific Inc3.42%
ISRGIntuitive Surgical Inc3.09%
GILDGilead Sciences Inc3.08%
ABTAbbott Laboratories3.00%
Sector breakdown · XLV
Healthcare100.0%

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 XLV

XLV (Health Care Select Sector SPDR Fund) is S&P 500 health care sector. Managed by State Street, the fund carries $37.9B in assets under management, an expense ratio of 0.08%, a dividend yield of 1.72%. Its largest holding is Eli Lilly and Co (LLY), which represents 14.1% of the portfolio. Healthcare is the fund's largest sector exposure at 100.0%.