UPRO vs IYR
Comparison between PROSHARES ULTRAPRO S&P500 (UPRO, ETF) and ISHARES U.S. REAL ESTATE ETF (IYR, ETF).
5-Year PerformanceUPRO has outperformed IYR, delivering a return of +21.6% compared to +3.5%
UPRO vs IYR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPRO
$4B
IYR
$4B
Expense Ratio
UPRO
N/A
IYR
0.38%
Max Drawdown
UPRO
76.82%
Winner
IYR
76.51%
Sharpe Ratio
Winner
UPRO
1.98
IYR
0.62
5Y Beta
UPRO
2.89
Winner
IYR
0.52
P/E Ratio
UPRO
N/A
IYR
30.17
Forward P/E
UPRO
N/A
IYR
29.29
PEG Ratio
UPRO
N/A
IYR
0.28
5Y Dividends CAGR
Winner
UPRO
84.45%
IYR
3.34%
5Y EPS CAGR
UPRO
N/A
IYR
7.90%
Debt to Equity
UPRO
N/A
IYR
-6.79%
P/S Ratio
UPRO
N/A
IYR
5.73
P/B Ratio
UPRO
N/A
IYR
2.65
UPRO vs IYR - Holdings Comparison
UPRO and IYR have 32 common holdings. Overlap is 0.91%
UPRO's top 25 holdings weight is 68.84%. IYR's top 25 holdings weight is 76.29%.
| Rank | UPRO | IYR |
|---|---|---|
| #1 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 29.07% | WELLTOWER INC (WELL) - 9.96% |
| #2 | S&P 500 INDEX SWAP (n/a) - 12.08% | PROLOGIS INC (PLD) - 9.15% |
| #3 | NVIDIA CORP (NVDA) - 4.11% | EQUINIX INC (EQIX) - 4.91% |
| #4 | APPLE INC (AAPL) - 3.15% | DIGITAL REALTY TRUST INC (DLR) - 4.75% |
| #5 | MICROSOFT CORP (MSFT) - 2.53% | SIMON PROPERTY GROUP INC (SPG) - 4.65% |
| #6 | AMAZON.COM INC (AMZN) - 2.01% | REALTY INCOME CORP (O) - 4.25% |
| #7 | CTE PROSHARES TRUST M (n/a) - 1.86% | AMERICAN TOWER CORP (AMT) - 4.20% |
| #8 | ALPHABET INC CLASS A (GOOGL) - 1.62% | PUBLIC STORAGE (PSA) - 3.61% |
| #9 | BROADCOM INC (AVGO) - 1.50% | CBRE GROUP INC CLASS A (CBRE) - 3.18% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.29% | VENTAS INC (VTR) - 3.01% |
| #11 | CASH (n/a) - 1.21% | CROWN CASTLE INC (CCI) - 2.72% |
| #12 | META PLATFORMS INC CLASS A (META) - 1.16% | IRON MOUNTAIN INC (IRM) - 2.50% |
| #13 | E-MINI S&P 500 FUTURE JUNE 26 (n/a) - 1.15% | VICI PROPERTIES INC ORDINARY SHARES (VICI) - 2.28% |
| #14 | TESLA INC (TSLA) - 0.84% | EXTRA SPACE STORAGE INC (EXR) - 2.22% |
| #15 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 0.70% | AVALONBAY COMMUNITIES INC (AVB) - 1.85% |
| #16 | JPMORGAN CHASE & CO (JPM) - 0.67% | SBA COMMUNICATIONS CORP CLASS A (SBAC) - 1.72% |
| #17 | ELI LILLY AND CO (LLY) - 0.55% | EQUITY RESIDENTIAL (EQR) - 1.60% |
| #18 | EXXON MOBIL CORP (XOM) - 0.50% | WEYERHAEUSER CO (WY) - 1.35% |
| #19 | MICRON TECHNOLOGY INC (MU) - 0.45% | ESSEX PROPERTY TRUST INC (ESS) - 1.24% |
| #20 | WALMART INC (WMT) - 0.44% | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.23% |
| #21 | JOHNSON & JOHNSON (JNJ) - 0.44% | JONES LANG LASALLE INC (JLL) - 1.21% |
| #22 | ADVANCED MICRO DEVICES INC (AMD) - 0.42% | KIMCO REALTY CORP (KIM) - 1.21% |
| #23 | VISA INC CLASS A (V) - 0.41% | W.P. CAREY INC (WPC) - 1.19% |
| #24 | COSTCO WHOLESALE CORP (COST) - 0.35% | INVITATION HOMES INC (INVH) - 1.15% |
| #25 | MASTERCARD INC CLASS A (MA) - 0.33% | COSTAR GROUP INC (CSGP) - 1.15% |
| Total Holdings | 509 | 64 |
UPRO vs IYR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPRO
+28.36%
IYR
+4.66%
3M
Winner
UPRO
+16.14%
IYR
+5.10%
6M
Winner
UPRO
+24.88%
IYR
+8.72%
1Y
Winner
UPRO
+97.54%
IYR
+12.24%
5Y(CAGR)
Winner
UPRO
+21.61%
IYR
+3.45%
10Y(CAGR)
Winner
UPRO
+30.11%
IYR
+5.61%
Max(CAGR)
Winner
UPRO
+33.01%
IYR
+8.46%
UPRO vs IYR - Annual Returns (2000 - 2026)
Returns include dividend reinvestment.
| Year | UPRO | IYR |
|---|---|---|
| 2026 | +19.94% | +9.65% |
| 2025 | +33.00% | +4.26% |
| 2024 | +66.56% | +3.50% |
| 2023 | +70.82% | +11.73% |
| 2022 | -57.58% | -24.93% |
| 2021 | +107.13% | +43.60% |
| 2020 | +7.18% | -4.21% |
| 2019 | +101.91% | +31.02% |
| 2018 | -26.65% | -3.81% |
| 2017 | +67.74% | +8.90% |
| 2016 | +36.68% | +8.08% |
| 2015 | -4.99% | +0.39% |
| 2014 | +42.06% | +26.89% |
| 2013 | +103.37% | -0.46% |
| 2012 | +40.02% | +17.48% |
| 2011 | -14.37% | +3.90% |
| 2010 | +29.81% | +26.88% |
| 2009 | +73.78% | +34.13% |
| 2008 | N/A | -39.37% |
| 2007 | N/A | -18.62% |
| 2006 | N/A | +31.33% |
| 2005 | N/A | +10.31% |
| 2004 | N/A | +30.53% |
| 2003 | N/A | +35.37% |
| 2002 | N/A | +2.87% |
| 2001 | N/A | +11.51% |
| 2000 | N/A | +12.29% |
UPRO vs IYR Drawdown Comparison
The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The maximum drawdown for IYR was -74.11%, occurring on Mar 6, 2009. Recovery took 1553 trading sessions.
The current IYR drawdown is -1.19%.
| Rank | UPRO | IYR |
|---|---|---|
| #1 | -76.82% Feb 19, 2020 - Jan 8, 2021 | -74.11% Feb 7, 2007 - Apr 10, 2013 |
| #2 | -63.94% Jan 3, 2022 - Jun 17, 2024 | -42.32% Feb 14, 2020 - Apr 20, 2021 |
| #3 | -51.73% Apr 29, 2011 - Apr 2, 2012 | -33.72% Dec 31, 2021 - Oct 25, 2023 |
| #4 | -50.28% Sep 20, 2018 - Jul 12, 2019 | -18.84% Apr 1, 2004 - Aug 31, 2004 |
| #5 | -48.86% Feb 19, 2025 - Jul 25, 2025 | -18.54% May 21, 2013 - Jun 5, 2014 |
| #6 | -42.88% Apr 23, 2010 - Dec 10, 2010 | -18.38% Apr 12, 2002 - May 20, 2003 |
| #7 | -39.29% May 21, 2015 - Jul 18, 2016 | -17.09% Jan 26, 2015 - May 6, 2016 |
| #8 | -29.34% Jan 26, 2018 - Aug 29, 2018 | -14.25% Aug 1, 2016 - Sep 11, 2017 |
| #9 | -27.26% Apr 2, 2012 - Sep 6, 2012 | -13.93% Aug 21, 2001 - Mar 4, 2002 |
| #10 | -26.79% Jan 12, 2026 - Apr 17, 2026 | -12.64% Dec 6, 2018 - Jan 30, 2019 |
| #11 | -24.41% Jul 16, 2024 - Sep 24, 2024 | -12.50% Aug 2, 2005 - Jan 6, 2006 |
| #12 | -22.72% Jan 19, 2010 - Mar 16, 2010 | -12.49% Dec 18, 2017 - Jun 29, 2018 |
| #13 | -21.27% Sep 14, 2012 - Jan 4, 2013 | -9.61% Mar 17, 2006 - Jul 19, 2006 |
| #14 | -21.05% Sep 18, 2014 - Nov 3, 2014 | -9.01% Dec 30, 2004 - May 18, 2005 |
| #15 | -18.18% Feb 18, 2011 - Apr 26, 2011 | -8.39% Aug 20, 2018 - Dec 6, 2018 |
Correlation
Correlation between UPRO and IYR is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (2000 - 2026)
UPRO vs IYR dividend yield comparison.
| Year | UPRO | IYR |
|---|---|---|
| 2026 | 0.16% | 0.27% |
| 2025 | 0.84% | 2.48% |
| 2024 | 0.93% | 2.57% |
| 2023 | 0.74% | 2.75% |
| 2022 | 0.52% | 2.92% |
| 2021 | 0.06% | 2.06% |
| 2020 | 0.11% | 2.58% |
| 2019 | 0.41% | 3.05% |
| 2018 | 0.63% | 3.53% |
| 2017 | 0.00% | 3.73% |
| 2016 | 0.12% | 4.41% |
| 2015 | 0.34% | 3.92% |
| 2014 | 0.22% | 3.66% |
| 2013 | 0.07% | 3.78% |
| 2012 | 0.05% | 3.71% |
| 2011 | 0.06% | 3.83% |
| 2010 | 0.18% | 3.52% |
| 2009 | 0.11% | 4.21% |
| 2008 | 0.00% | 8.26% |
| 2007 | 0.00% | 4.40% |
| 2006 | 0.00% | 3.46% |
| 2005 | 0.00% | 4.38% |
| 2004 | 0.00% | 4.23% |
| 2003 | 0.00% | 4.70% |
| 2002 | 0.00% | 6.95% |
| 2001 | 0.00% | 5.01% |
| 2000 | 0.00% | 3.37% |
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