UPRO vs IVOO
Comparison between PROSHARES ULTRAPRO S&P500 (UPRO, ETF) and VANGUARD S&P MID-CAP 400 INDEX FUND ETF SHARES (IVOO, ETF).
5-Year PerformanceUPRO has outperformed IVOO, delivering a return of +21.6% compared to +7.7%
UPRO vs IVOO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPRO
$5.50B
Winner
IVOO
$5.60B
Expense Ratio
UPRO
N/A
IVOO
0.07%
Max Drawdown
UPRO
76.82%
Winner
IVOO
42.47%
Sharpe Ratio
Winner
UPRO
1.59
IVOO
1.23
5Y Beta
UPRO
2.89
Winner
IVOO
0.99
P/E Ratio
UPRO
N/A
IVOO
25.90
Forward P/E
UPRO
N/A
IVOO
16.52
5Y Dividends CAGR
Winner
UPRO
84.45%
IVOO
17.68%
5Y EPS CAGR
UPRO
N/A
IVOO
12.04%
Debt to Equity
UPRO
N/A
IVOO
49.24%
P/S Ratio
UPRO
N/A
IVOO
1.55
P/B Ratio
UPRO
N/A
IVOO
2.67
UPRO vs IVOO - Holdings Comparison
UPRO and IVOO have 1 common holdings. Overlap is -0.03%
UPRO's top 25 holdings weight is 67.52%. IVOO's top 25 holdings weight is 15.32%.
| Rank | UPRO | IVOO |
|---|---|---|
| #1 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 23.54% | FLEX LTD (FLEX) - 0.98% |
| #2 | S&P 500 INDEX SWAP (n/a) - 22.49% | TECHNIPFMC PLC (FTI) - 0.89% |
| #3 | NVIDIA CORP (NVDA) - 3.73% | CURTISS-WRIGHT CORP (CW) - 0.77% |
| #4 | APPLE INC (AAPL) - 3.19% | XPO INC (XPO) - 0.75% |
| #5 | MICROSOFT CORP (MSFT) - 2.26% | UNITED THERAPEUTICS CORP (UTHR) - 0.72% |
| #6 | CTE PROSHARES TRUST M (n/a) - 1.93% | FABRINET (FN) - 0.71% |
| #7 | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 1.77% | MASTEC INC (MTZ) - 0.70% |
| #8 | AMAZON.COM INC (AMZN) - 1.73% | NVENT ELECTRIC PLC (NVT) - 0.67% |
| #9 | BROADCOM INC (AVGO) - 1.57% | EVERPURE INC CLASS A (P) - 0.65% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 1.45% | TWILIO INC CLASS A (TWLO) - 0.65% |
| #11 | ALPHABET INC CLASS C (GOOG) - 1.15% | WOODWARD INC (WWD) - 0.63% |
| #12 | META PLATFORMS INC CLASS A (META) - 0.90% | ENTEGRIS INC (ENTG) - 0.62% |
| #13 | LINDE PLC (LIN) - 0.16% | CARPENTER TECHNOLOGY CORP (CRS) - 0.62% |
| #14 | RTX CORP (RTX) - 0.16% | ATI INC (ATI) - 0.61% |
| #15 | CITIGROUP INC (C) - 0.16% | US FOODS HOLDING CORP (USFD) - 0.60% |
| #16 | SEAGATE TECHNOLOGY HOLDINGS PLC (STX) - 0.14% | BWX TECHNOLOGIES INC (BWXT) - 0.58% |
| #17 | VERIZON COMMUNICATIONS INC (VZ) - 0.14% | BURLINGTON STORES INC (BURL) - 0.58% |
| #18 | ANALOG DEVICES INC (ADI) - 0.14% | ILLUMINA INC (ILMN) - 0.56% |
| #19 | MCDONALD'S CORP (MCD) - 0.14% | RB GLOBAL INC (RBA) - 0.56% |
| #20 | AMPHENOL CORP CLASS A (APH) - 0.13% | RBC BEARINGS INC (RBC) - 0.55% |
| #21 | SALESFORCE INC (CRM) - 0.13% | GRACO INC (GGG) - 0.39% |
| #22 | PEPSICO INC (PEP) - 0.13% | FIDELITY NATIONAL FINANCIAL INC (FNF) - 0.39% |
| #23 | WESTERN DIGITAL CORP (WDC) - 0.13% | THE CARLYLE GROUP INC (CG) - 0.38% |
| #24 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.13% | SOLSTICE ADVANCED MATERIALS INC (SOLS) - 0.38% |
| #25 | NEXTERA ENERGY INC (NEE) - 0.12% | RPM INTERNATIONAL INC (RPM) - 0.38% |
| Total Holdings | 454 | 364 |
UPRO vs IVOO - Historical Returns
Returns include dividend reinvestment.
1M
UPRO
-0.47%
Winner
IVOO
+0.15%
3M
Winner
UPRO
+25.15%
IVOO
+7.82%
6M
Winner
UPRO
+19.08%
IVOO
+12.79%
1Y
Winner
UPRO
+67.10%
IVOO
+22.59%
5Y(CAGR)
Winner
UPRO
+21.61%
IVOO
+7.68%
10Y(CAGR)
Winner
UPRO
+28.90%
IVOO
+10.88%
Max(CAGR)
Winner
UPRO
+32.78%
IVOO
+12.17%
UPRO vs IVOO - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | UPRO | IVOO |
|---|---|---|
| 2026 | +19.38% | +11.02% |
| 2025 | +33.00% | +7.63% |
| 2024 | +66.56% | +14.16% |
| 2023 | +70.82% | +16.94% |
| 2022 | -57.58% | -13.44% |
| 2021 | +107.13% | +26.61% |
| 2020 | +7.18% | +13.41% |
| 2019 | +101.91% | +26.49% |
| 2018 | -26.65% | -12.13% |
| 2017 | +67.74% | +15.53% |
| 2016 | +36.68% | +22.10% |
| 2015 | -4.99% | -2.14% |
| 2014 | +42.06% | +10.55% |
| 2013 | +103.37% | +30.06% |
| 2012 | +40.02% | +16.54% |
| 2011 | -14.37% | -3.77% |
| 2010 | +29.81% | +20.66% |
| 2009 | +73.78% | N/A |
UPRO vs IVOO Drawdown Comparison
The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The maximum drawdown for IVOO was -42.34%, occurring on Mar 23, 2020. Recovery took 183 trading sessions.
The current UPRO drawdown is -8.15%. The current IVOO drawdown is -1.75%.
| Rank | UPRO | IVOO |
|---|---|---|
| #1 | -76.82% Feb 19, 2020 - Jan 8, 2021 | -42.34% Feb 20, 2020 - Nov 9, 2020 |
| #2 | -63.94% Jan 3, 2022 - Jun 17, 2024 | -26.27% Apr 29, 2011 - Mar 19, 2012 |
| #3 | -51.73% Apr 29, 2011 - Apr 2, 2012 | -24.22% Nov 25, 2024 - Dec 10, 2025 |
| #4 | -50.28% Sep 20, 2018 - Jul 12, 2019 | -23.80% Nov 16, 2021 - Feb 12, 2024 |
| #5 | -48.86% Feb 19, 2025 - Jul 25, 2025 | -23.22% Aug 29, 2018 - Nov 25, 2019 |
| #6 | -42.88% Apr 23, 2010 - Dec 10, 2010 | -19.34% Jun 23, 2015 - Jul 11, 2016 |
| #7 | -39.29% May 21, 2015 - Jul 18, 2016 | -11.38% Mar 26, 2012 - Sep 6, 2012 |
| #8 | -29.34% Jan 26, 2018 - Aug 29, 2018 | -10.54% Jul 1, 2014 - Nov 20, 2014 |
| #9 | -27.26% Apr 2, 2012 - Sep 6, 2012 | -9.67% Jan 26, 2018 - Jun 6, 2018 |
| #10 | -26.79% Jan 12, 2026 - Apr 17, 2026 | -8.81% Mar 2, 2026 - Apr 17, 2026 |
| #11 | -24.41% Jul 16, 2024 - Sep 24, 2024 | -7.98% Jul 16, 2024 - Sep 19, 2024 |
| #12 | -22.72% Jan 19, 2010 - Mar 16, 2010 | -7.62% Sep 14, 2012 - Dec 18, 2012 |
| #13 | -21.27% Sep 14, 2012 - Jan 4, 2013 | -7.19% Mar 28, 2024 - Jul 15, 2024 |
| #14 | -21.05% Sep 18, 2014 - Nov 3, 2014 | -7.11% May 21, 2013 - Jul 11, 2013 |
| #15 | -18.18% Feb 18, 2011 - Apr 26, 2011 | -6.92% May 7, 2021 - Aug 27, 2021 |
Correlation
Correlation between UPRO and IVOO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2009 - 2026)
UPRO vs IVOO dividend yield comparison.
| Year | UPRO | IVOO |
|---|---|---|
| 2026 | 0.16% | 0.28% |
| 2025 | 0.84% | 1.35% |
| 2024 | 0.93% | 1.30% |
| 2023 | 0.74% | 1.25% |
| 2022 | 0.52% | 1.58% |
| 2021 | 0.06% | 1.14% |
| 2020 | 0.11% | 1.23% |
| 2019 | 0.41% | 1.49% |
| 2018 | 0.63% | 1.56% |
| 2017 | 0.00% | 1.22% |
| 2016 | 0.12% | 1.37% |
| 2015 | 0.34% | 1.45% |
| 2014 | 0.22% | 1.26% |
| 2013 | 0.07% | 0.92% |
| 2012 | 0.05% | 1.07% |
| 2011 | 0.06% | 0.81% |
| 2010 | 0.18% | 0.60% |
| 2009 | 0.11% | 0.00% |
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