UPRO vs DSI
Comparison between PROSHARES ULTRAPRO S&P500 (UPRO, ETF) and ISHARES ESG MSCI KLD 400 ETF (DSI, ETF).
5-Year PerformanceUPRO has outperformed DSI, delivering a return of +20.9% compared to +12.5%
UPRO vs DSI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPRO
$5.30B
Winner
DSI
$5.40B
Expense Ratio
UPRO
N/A
DSI
0.25%
Max Drawdown
UPRO
76.82%
Winner
DSI
55.08%
Sharpe Ratio
Winner
UPRO
1.28
DSI
1.25
5Y Beta
UPRO
2.90
Winner
DSI
1.02
P/E Ratio
UPRO
N/A
DSI
29.48
Forward P/E
UPRO
N/A
DSI
22.21
PEG Ratio
UPRO
N/A
DSI
0.27
5Y Dividends CAGR
Winner
UPRO
116.13%
DSI
8.24%
5Y EPS CAGR
UPRO
N/A
DSI
28.72%
Debt to Equity
UPRO
N/A
DSI
19.64%
P/S Ratio
UPRO
N/A
DSI
3.75
P/B Ratio
UPRO
N/A
DSI
6.23
UPRO vs DSI - Holdings Comparison
UPRO and DSI have 244 common holdings. Overlap is 19.40%
UPRO's top 25 holdings weight is 63.55%. DSI's top 25 holdings weight is 58.12%.
| Rank | UPRO | DSI |
|---|---|---|
| #1 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 25.13% | NVIDIA CORP (NVDA) - 13.14% |
| #2 | S&P 500 INDEX SWAP (n/a) - 17.78% | MICROSOFT CORP (MSFT) - 7.81% |
| #3 | NVIDIA CORP (NVDA) - 3.61% | ALPHABET INC CLASS A (GOOGL) - 6.06% |
| #4 | APPLE INC (AAPL) - 3.36% | ALPHABET INC CLASS C (GOOG) - 4.76% |
| #5 | MICROSOFT CORP (MSFT) - 2.08% | TESLA INC (TSLA) - 3.45% |
| #6 | AMAZON.COM INC (AMZN) - 1.74% | ADVANCED MICRO DEVICES INC (AMD) - 2.54% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.55% | VISA INC CLASS A (V) - 1.70% |
| #8 | CTE PROSHARES TRUST M (n/a) - 1.43% | INTEL CORP (INTC) - 1.61% |
| #9 | BROADCOM INC (AVGO) - 1.34% | APPLIED MATERIALS INC (AMAT) - 1.49% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.24% | LAM RESEARCH CORP (LRCX) - 1.41% |
| #11 | META PLATFORMS INC CLASS A (META) - 0.97% | CATERPILLAR INC (CAT) - 1.33% |
| #12 | TESLA INC (TSLA) - 0.81% | CISCO SYSTEMS INC (CSCO) - 1.33% |
| #13 | MICRON TECHNOLOGY INC (MU) - 0.78% | ABBVIE INC (ABBV) - 1.28% |
| #14 | CITIGROUP INC (C) - 0.17% | MASTERCARD INC CLASS A (MA) - 1.23% |
| #15 | MARVELL TECHNOLOGY INC (MRVL) - 0.15% | THE HOME DEPOT INC (HD) - 1.01% |
| #16 | AMGEN INC (AMGN) - 0.15% | PROCTER & GAMBLE CO (PG) - 0.99% |
| #17 | AMPHENOL CORP CLASS A (APH) - 0.14% | COCA-COLA CO (KO) - 0.91% |
| #18 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.14% | MERCK & CO INC (MRK) - 0.89% |
| #19 | ANALOG DEVICES INC (ADI) - 0.14% | PALO ALTO NETWORKS INC (PANW) - 0.82% |
| #20 | MCDONALD'S CORP (MCD) - 0.14% | TEXAS INSTRUMENTS INC (TXN) - 0.78% |
| #21 | ARISTA NETWORKS INC (ANET) - 0.14% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.77% |
| #22 | WESTERN DIGITAL CORP (WDC) - 0.14% | MORGAN STANLEY (MS) - 0.72% |
| #23 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.14% | ORACLE CORP (ORCL) - 0.71% |
| #24 | PEPSICO INC (PEP) - 0.14% | LINDE PLC (LIN) - 0.71% |
| #25 | QUALCOMM INC (QCOM) - 0.14% | MARVELL TECHNOLOGY INC (MRVL) - 0.67% |
| Total Holdings | 445 | 406 |
UPRO vs DSI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPRO
-0.15%
DSI
-0.51%
3M
Winner
UPRO
+18.99%
DSI
+7.78%
6M
Winner
UPRO
+20.08%
DSI
+8.57%
1Y
Winner
UPRO
+54.64%
DSI
+21.03%
5Y(CAGR)
Winner
UPRO
+20.85%
DSI
+12.45%
10Y(CAGR)
Winner
UPRO
+28.70%
DSI
+14.97%
Max(CAGR)
Winner
UPRO
+32.85%
DSI
+10.67%
UPRO vs DSI - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UPRO | DSI |
|---|---|---|
| 2026 | +24.00% | +10.25% |
| 2025 | +33.00% | +18.27% |
| 2024 | +66.56% | +23.16% |
| 2023 | +70.82% | +28.81% |
| 2022 | -57.58% | -22.06% |
| 2021 | +107.13% | +33.05% |
| 2020 | +7.18% | +19.83% |
| 2019 | +101.91% | +31.24% |
| 2018 | -26.65% | -4.65% |
| 2017 | +67.74% | +19.92% |
| 2016 | +36.68% | +12.30% |
| 2015 | -4.99% | +0.37% |
| 2014 | +42.06% | +13.49% |
| 2013 | +103.37% | +32.39% |
| 2012 | +40.02% | +11.24% |
| 2011 | -14.37% | +0.54% |
| 2010 | +29.81% | +9.95% |
| 2009 | +73.78% | +27.31% |
| 2008 | N/A | -33.72% |
| 2007 | N/A | +3.37% |
| 2006 | N/A | +1.39% |
UPRO vs DSI Drawdown Comparison
The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The maximum drawdown for DSI was -54.23%, occurring on Mar 6, 2009. Recovery took 1117 trading sessions.
The current UPRO drawdown is -4.60%. The current DSI drawdown is -1.86%.
| Rank | UPRO | DSI |
|---|---|---|
| #1 | -76.82% Feb 19, 2020 - Jan 8, 2021 | -54.23% Oct 11, 2007 - Mar 19, 2012 |
| #2 | -63.94% Jan 3, 2022 - Jun 17, 2024 | -34.10% Feb 19, 2020 - Aug 12, 2020 |
| #3 | -51.73% Apr 29, 2011 - Apr 2, 2012 | -28.35% Dec 29, 2021 - Dec 26, 2023 |
| #4 | -50.28% Sep 20, 2018 - Jul 12, 2019 | -20.57% Jan 23, 2025 - Jun 27, 2025 |
| #5 | -48.86% Feb 19, 2025 - Jul 25, 2025 | -18.31% Sep 20, 2018 - Apr 1, 2019 |
| #6 | -42.88% Apr 23, 2010 - Dec 10, 2010 | -13.12% May 21, 2015 - Apr 18, 2016 |
| #7 | -39.29% May 21, 2015 - Jul 18, 2016 | -11.05% Jan 28, 2026 - Apr 17, 2026 |
| #8 | -29.34% Jan 26, 2018 - Aug 29, 2018 | -10.30% Jan 26, 2018 - Jul 25, 2018 |
| #9 | -27.26% Apr 2, 2012 - Sep 6, 2012 | -10.08% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -26.79% Jan 12, 2026 - Apr 17, 2026 | -9.61% Jul 13, 2007 - Oct 5, 2007 |
| #11 | -24.41% Jul 16, 2024 - Sep 24, 2024 | -9.49% Sep 2, 2020 - Nov 13, 2020 |
| #12 | -22.72% Jan 19, 2010 - Mar 16, 2010 | -9.17% Jul 16, 2024 - Sep 19, 2024 |
| #13 | -21.27% Sep 14, 2012 - Jan 4, 2013 | -7.33% Sep 18, 2014 - Oct 31, 2014 |
| #14 | -21.05% Sep 18, 2014 - Nov 3, 2014 | -6.99% Apr 29, 2019 - Jun 20, 2019 |
| #15 | -18.18% Feb 18, 2011 - Apr 26, 2011 | -6.49% Mar 28, 2024 - May 15, 2024 |
Correlation
Correlation between UPRO and DSI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.
0.98
-101
Dividend Comparison (2006 - 2026)
UPRO vs DSI dividend yield comparison.
| Year | UPRO | DSI |
|---|---|---|
| 2026 | 0.36% | 0.42% |
| 2025 | 0.84% | 0.92% |
| 2024 | 0.93% | 1.03% |
| 2023 | 0.74% | 1.19% |
| 2022 | 0.52% | 1.39% |
| 2021 | 0.06% | 0.99% |
| 2020 | 0.11% | 1.22% |
| 2019 | 0.41% | 1.40% |
| 2018 | 0.63% | 1.63% |
| 2017 | 0.00% | 1.28% |
| 2016 | 0.12% | 1.51% |
| 2015 | 0.34% | 1.46% |
| 2014 | 0.22% | 1.26% |
| 2013 | 0.07% | 1.27% |
| 2012 | 0.05% | 1.74% |
| 2011 | 0.06% | 1.47% |
| 2010 | 0.18% | 1.33% |
| 2009 | 0.11% | 1.35% |
| 2008 | 0.00% | 1.96% |
| 2007 | 0.00% | 1.20% |
| 2006 | 0.00% | 0.20% |
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