UPRO vs XMHQ
Comparison between PROSHARES ULTRAPRO S&P500 (UPRO, ETF) and INVESCO S&P MIDCAP QUALITY ETF (XMHQ, ETF).
5-Year PerformanceUPRO has outperformed XMHQ, delivering a return of +20.9% compared to +10.7%
UPRO vs XMHQ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPRO
$5.30B
Winner
XMHQ
$5.40B
Expense Ratio
UPRO
N/A
XMHQ
0.25%
Max Drawdown
UPRO
76.82%
Winner
XMHQ
58.42%
Sharpe Ratio
Winner
UPRO
1.28
XMHQ
0.63
5Y Beta
UPRO
2.90
Winner
XMHQ
0.96
P/E Ratio
UPRO
N/A
XMHQ
18.81
Forward P/E
UPRO
N/A
XMHQ
18.40
PEG Ratio
UPRO
N/A
XMHQ
0.13
5Y Dividends CAGR
Winner
UPRO
116.13%
XMHQ
-2.82%
5Y EPS CAGR
UPRO
N/A
XMHQ
22.28%
Debt to Equity
UPRO
N/A
XMHQ
29.20%
P/S Ratio
UPRO
N/A
XMHQ
2.33
P/B Ratio
UPRO
N/A
XMHQ
4.66
UPRO vs XMHQ - Holdings Comparison
UPRO and XMHQ have 1 common holdings. Overlap is 0.00%
UPRO's top 25 holdings weight is 63.55%. XMHQ's top 25 holdings weight is 57.70%.
| Rank | UPRO | XMHQ |
|---|---|---|
| #1 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 25.13% | TECHNIPFMC PLC (n/a) - 4.12% |
| #2 | S&P 500 INDEX SWAP (n/a) - 17.78% | ILLUMINA INC (ILMN) - 4.03% |
| #3 | NVIDIA CORP (NVDA) - 3.61% | EVERPURE INC CLASS A (P) - 3.48% |
| #4 | APPLE INC (AAPL) - 3.36% | CURTISS-WRIGHT CORP (CW) - 3.41% |
| #5 | MICROSOFT CORP (MSFT) - 2.08% | CARPENTER TECHNOLOGY CORP (CRS) - 3.10% |
| #6 | AMAZON.COM INC (AMZN) - 1.74% | NVENT ELECTRIC PLC (NVT) - 3.04% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.55% | MEDPACE HOLDINGS INC (MEDP) - 2.94% |
| #8 | CTE PROSHARES TRUST M (n/a) - 1.43% | EXELIXIS INC (EXEL) - 2.94% |
| #9 | BROADCOM INC (AVGO) - 1.34% | UNITED THERAPEUTICS CORP (UTHR) - 2.73% |
| #10 | ALPHABET INC CLASS C (GOOG) - 1.24% | NEXTPOWER INC CLASS A (NXT) - 2.57% |
| #11 | META PLATFORMS INC CLASS A (META) - 0.97% | EVERCORE INC CLASS A (EVR) - 2.39% |
| #12 | TESLA INC (TSLA) - 0.81% | MANHATTAN ASSOCIATES INC (MANH) - 2.31% |
| #13 | MICRON TECHNOLOGY INC (MU) - 0.78% | CARLISLE COMPANIES INC (CSL) - 2.04% |
| #14 | CITIGROUP INC (C) - 0.17% | NEUROCRINE BIOSCIENCES INC (NBIX) - 2.01% |
| #15 | MARVELL TECHNOLOGY INC (MRVL) - 0.15% | RENAISSANCERE HOLDINGS LTD (RNR) - 1.76% |
| #16 | AMGEN INC (AMGN) - 0.15% | LINCOLN ELECTRIC HOLDINGS INC (LECO) - 1.75% |
| #17 | AMPHENOL CORP CLASS A (APH) - 0.14% | MUELLER INDUSTRIES INC (MLI) - 1.67% |
| #18 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.14% | HECLA MINING CO (HL) - 1.57% |
| #19 | ANALOG DEVICES INC (ADI) - 0.14% | NEW YORK TIMES CO CLASS A (NYT) - 1.50% |
| #20 | MCDONALD'S CORP (MCD) - 0.14% | COGNEX CORP (CGNX) - 1.45% |
| #21 | ARISTA NETWORKS INC (ANET) - 0.14% | GRACO INC (GGG) - 1.44% |
| #22 | WESTERN DIGITAL CORP (WDC) - 0.14% | TEXAS ROADHOUSE INC (TXRH) - 1.41% |
| #23 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.14% | SEI INVESTMENTS CO (SEIC) - 1.39% |
| #24 | PEPSICO INC (PEP) - 0.14% | PRIMERICA INC (PRI) - 1.33% |
| #25 | QUALCOMM INC (QCOM) - 0.14% | DOCUSIGN INC (DOCU) - 1.32% |
| Total Holdings | 445 | 83 |
UPRO vs XMHQ - Historical Returns
Returns include dividend reinvestment.
1M
UPRO
-0.15%
Winner
XMHQ
+1.66%
3M
Winner
UPRO
+18.99%
XMHQ
+5.74%
6M
Winner
UPRO
+20.08%
XMHQ
+4.90%
1Y
Winner
UPRO
+54.64%
XMHQ
+14.99%
5Y(CAGR)
Winner
UPRO
+20.85%
XMHQ
+10.66%
10Y(CAGR)
Winner
UPRO
+28.70%
XMHQ
+12.64%
Max(CAGR)
Winner
UPRO
+32.85%
XMHQ
+9.43%
UPRO vs XMHQ - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UPRO | XMHQ |
|---|---|---|
| 2026 | +24.00% | +9.27% |
| 2025 | +33.00% | +4.75% |
| 2024 | +66.56% | +17.04% |
| 2023 | +70.82% | +30.69% |
| 2022 | -57.58% | -12.65% |
| 2021 | +107.13% | +22.10% |
| 2020 | +7.18% | +26.00% |
| 2019 | +101.91% | +28.32% |
| 2018 | -26.65% | -9.88% |
| 2017 | +67.74% | +14.95% |
| 2016 | +36.68% | +18.06% |
| 2015 | -4.99% | -6.53% |
| 2014 | +42.06% | +14.01% |
| 2013 | +103.37% | +33.42% |
| 2012 | +40.02% | +12.17% |
| 2011 | -14.37% | -2.26% |
| 2010 | +29.81% | +19.46% |
| 2009 | +73.78% | +27.01% |
| 2008 | N/A | -39.28% |
| 2007 | N/A | +5.11% |
| 2006 | N/A | +2.52% |
UPRO vs XMHQ Drawdown Comparison
The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The maximum drawdown for XMHQ was -58.19%, occurring on Nov 21, 2008. Recovery took 1390 trading sessions.
The current UPRO drawdown is -4.60%. The current XMHQ drawdown is -1.29%.
| Rank | UPRO | XMHQ |
|---|---|---|
| #1 | -76.82% Feb 19, 2020 - Jan 8, 2021 | -58.19% Jul 13, 2007 - Jan 18, 2013 |
| #2 | -63.94% Jan 3, 2022 - Jun 17, 2024 | -36.89% Feb 19, 2020 - Jul 27, 2020 |
| #3 | -51.73% Apr 29, 2011 - Apr 2, 2012 | -25.47% Nov 16, 2021 - Jul 12, 2023 |
| #4 | -50.28% Sep 20, 2018 - Jul 12, 2019 | -24.56% Nov 25, 2024 - Jan 15, 2026 |
| #5 | -48.86% Feb 19, 2025 - Jul 25, 2025 | -22.38% May 19, 2015 - Jul 22, 2016 |
| #6 | -42.88% Apr 23, 2010 - Dec 10, 2010 | -21.82% Sep 21, 2018 - Jul 24, 2019 |
| #7 | -39.29% May 21, 2015 - Jul 18, 2016 | -10.86% Sep 1, 2023 - Dec 13, 2023 |
| #8 | -29.34% Jan 26, 2018 - Aug 29, 2018 | -10.32% Mar 28, 2024 - Oct 18, 2024 |
| #9 | -27.26% Apr 2, 2012 - Sep 6, 2012 | -10.06% Jan 26, 2018 - Jul 9, 2018 |
| #10 | -26.79% Jan 12, 2026 - Apr 17, 2026 | -9.62% Sep 4, 2014 - Nov 3, 2014 |
| #11 | -24.41% Jul 16, 2024 - Sep 24, 2024 | -9.37% Sep 2, 2020 - Oct 9, 2020 |
| #12 | -22.72% Jan 19, 2010 - Mar 16, 2010 | -8.72% May 7, 2021 - Oct 21, 2021 |
| #13 | -21.27% Sep 14, 2012 - Jan 4, 2013 | -8.40% Jan 22, 2026 - May 5, 2026 |
| #14 | -21.05% Sep 18, 2014 - Nov 3, 2014 | -7.88% Jul 24, 2019 - Nov 4, 2019 |
| #15 | -18.18% Feb 18, 2011 - Apr 26, 2011 | -6.55% Sep 8, 2016 - Nov 21, 2016 |
Correlation
Correlation between UPRO and XMHQ is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2006 - 2026)
UPRO vs XMHQ dividend yield comparison.
| Year | UPRO | XMHQ |
|---|---|---|
| 2026 | 0.36% | 0.27% |
| 2025 | 0.84% | 0.64% |
| 2024 | 0.93% | 5.20% |
| 2023 | 0.74% | 0.73% |
| 2022 | 0.52% | 1.72% |
| 2021 | 0.06% | 1.00% |
| 2020 | 0.11% | 1.12% |
| 2019 | 0.41% | 1.22% |
| 2018 | 0.63% | 1.59% |
| 2017 | 0.00% | 1.06% |
| 2016 | 0.12% | 1.63% |
| 2015 | 0.34% | 1.34% |
| 2014 | 0.22% | 1.25% |
| 2013 | 0.07% | 1.11% |
| 2012 | 0.05% | 1.59% |
| 2011 | 0.06% | 1.04% |
| 2010 | 0.18% | 0.85% |
| 2009 | 0.11% | 0.78% |
| 2008 | 0.00% | 0.90% |
| 2007 | 0.00% | 0.50% |
| 2006 | 0.00% | 0.17% |
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