UPW vs PSCF
Comparison between PROSHARES ULTRA UTILITIES (UPW, ETF) and INVESCO S&P SMALLCAP FINANCIALS ETF (PSCF, ETF).
5-Year PerformanceUPW has outperformed PSCF, delivering a return of +10.2% compared to +3.4%
UPW vs PSCF - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPW
$25M
PSCF
$25M
Expense Ratio
UPW
N/A
PSCF
0.29%
Max Drawdown
UPW
79.48%
Winner
PSCF
49.85%
Sharpe Ratio
UPW
0.57
Winner
PSCF
0.97
5Y Beta
Winner
UPW
0.63
PSCF
0.87
P/E Ratio
UPW
20.07
Winner
PSCF
17.04
Forward P/E
UPW
18.10
Winner
PSCF
12.32
PEG Ratio
UPW
0.82
PSCF
N/A
5Y Dividends CAGR
Winner
UPW
21.28%
PSCF
-5.21%
5Y EPS CAGR
Winner
UPW
13.18%
PSCF
8.60%
Debt to Equity
UPW
124.69%
Winner
PSCF
55.74%
P/S Ratio
UPW
2.90
Winner
PSCF
1.32
P/B Ratio
UPW
2.30
Winner
PSCF
1.40
UPW vs PSCF - Holdings Comparison
UPW and PSCF have 1 common holdings. Overlap is 0.00%
UPW's top 25 holdings weight is 90.61%. PSCF's top 25 holdings weight is 32.89%.
| Rank | UPW | PSCF |
|---|---|---|
| #1 | CASH (n/a) - 13.60% | STONEX GROUP INC (SNEX) - 1.93% |
| #2 | NEXTERA ENERGY INC (NEE) - 9.86% | JACKSON FINANCIAL INC (JXN) - 1.82% |
| #3 | UTILITIES SELECT SECTOR INDEX SWAP (n/a) - 9.14% | RYMAN HOSPITALITY PROPERTIES INC (RHP) - 1.75% |
| #4 | SOUTHERN CO (SO) - 5.45% | TERRENO REALTY CORP (TRNO) - 1.68% |
| #5 | CTE PROSHARES TRUST M (n/a) - 5.37% | ESSENTIAL PROPERTIES REALTY TRUST INC (EPRT) - 1.59% |
| #6 | DUKE ENERGY CORP (DUK) - 5.09% | FIRST BANCORP (FBP) - 1.51% |
| #7 | CONSTELLATION ENERGY CORP (CEG) - 4.27% | MACERICH CO (MAC) - 1.50% |
| #8 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.66% | LINCOLN NATIONAL CORP (LNC) - 1.46% |
| #9 | SEMPRA (SRE) - 3.13% | AMERIS BANCORP (ABCB) - 1.33% |
| #10 | DOMINION ENERGY INC (D) - 3.06% | PIPER SANDLER COS (PIPR) - 1.32% |
| #11 | ENTERGY CORP (ETR) - 2.63% | ATLANTIC UNION BANKSHARES CORP (AUB) - 1.31% |
| #12 | XCEL ENERGY INC (XEL) - 2.48% | n/a (HASI) - 1.27% |
| #13 | EXELON CORP (EXC) - 2.40% | RITHM CAPITAL CORP (RITM) - 1.25% |
| #14 | VISTRA CORP (VST) - 2.25% | n/a (PECO) - 1.24% |
| #15 | CONSOLIDATED EDISON INC (ED) - 2.05% | AXOS FINANCIAL INC (AX) - 1.20% |
| #16 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.03% | MOELIS & CO CLASS A (MC) - 1.18% |
| #17 | WEC ENERGY GROUP INC (WEC) - 1.91% | MARKETAXESS HOLDINGS INC (MKTX) - 1.18% |
| #18 | PG&E CORP (PCG) - 1.90% | RADIAN GROUP INC (RDN) - 1.17% |
| #19 | AMEREN CORP (AEE) - 1.58% | OUTFRONT MEDIA INC (OUT) - 1.17% |
| #20 | DTE ENERGY CO (DTE) - 1.56% | MILLROSE PROPERTIES INC CLASS A (MRP) - 1.03% |
| #21 | ATMOS ENERGY CORP (ATO) - 1.55% | VICTORY CAPITAL HOLDINGS INC CLASS A (VCTR) - 1.01% |
| #22 | CENTERPOINT ENERGY INC (CNP) - 1.46% | FULTON FINANCIAL CORP (FULT) - 1.01% |
| #23 | EDISON INTERNATIONAL (EIX) - 1.43% | TANGER INC (SKT) - 1.00% |
| #24 | NRG ENERGY INC (NRG) - 1.38% | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.00% |
| #25 | PPL CORP (PPL) - 1.37% | UNITED COMMUNITY BANKS INC (UCB) - 0.98% |
| Total Holdings | 34 | 165 |
UPW vs PSCF - Historical Returns
Returns include dividend reinvestment.
1M
UPW
-8.84%
Winner
PSCF
-0.40%
3M
UPW
-11.26%
Winner
PSCF
+4.75%
6M
UPW
+4.13%
Winner
PSCF
+8.92%
1Y
UPW
+17.94%
Winner
PSCF
+21.07%
5Y(CAGR)
Winner
UPW
+10.17%
PSCF
+3.38%
10Y(CAGR)
Winner
UPW
+10.16%
PSCF
+7.00%
Max(CAGR)
Winner
UPW
+9.62%
PSCF
+8.64%
UPW vs PSCF - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UPW | PSCF |
|---|---|---|
| 2026 | +3.54% | +7.54% |
| 2025 | +21.51% | +7.13% |
| 2024 | +33.90% | +15.71% |
| 2023 | -22.32% | +6.09% |
| 2022 | -2.69% | -19.98% |
| 2021 | +39.41% | +30.10% |
| 2020 | -14.91% | -8.32% |
| 2019 | +53.17% | +22.86% |
| 2018 | +4.02% | -8.04% |
| 2017 | +23.11% | +6.37% |
| 2016 | +32.68% | +36.01% |
| 2015 | -13.24% | +0.27% |
| 2014 | +60.35% | +9.62% |
| 2013 | +25.28% | +28.98% |
| 2012 | +2.09% | +15.33% |
| 2011 | +33.79% | -0.09% |
| 2010 | +10.71% | +7.50% |
| 2009 | +14.29% | N/A |
| 2008 | -58.09% | N/A |
| 2007 | +26.28% | N/A |
UPW vs PSCF Drawdown Comparison
The maximum drawdown for UPW was -77.75%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.
The maximum drawdown for PSCF was -45.39%, occurring on Mar 23, 2020. Recovery took 257 trading sessions.
The current UPW drawdown is -14.32%. The current PSCF drawdown is -1.58%.
| Rank | UPW | PSCF |
|---|---|---|
| #1 | -77.75% Dec 10, 2007 - Feb 18, 2014 | -45.39% Feb 13, 2020 - Feb 22, 2021 |
| #2 | -62.67% Feb 18, 2020 - Apr 1, 2022 | -36.79% Nov 5, 2021 - Nov 6, 2024 |
| #3 | -49.41% Sep 12, 2022 - Sep 30, 2024 | -24.35% Nov 25, 2024 - Jan 15, 2026 |
| #4 | -31.05% Jan 29, 2015 - Mar 16, 2016 | -23.97% Apr 29, 2011 - Jan 24, 2012 |
| #5 | -29.26% Apr 8, 2022 - Aug 15, 2022 | -21.45% Aug 21, 2018 - Dec 16, 2019 |
| #6 | -26.93% Nov 14, 2017 - Dec 3, 2018 | -18.25% Apr 23, 2010 - Dec 22, 2010 |
| #7 | -25.06% May 21, 2007 - Dec 5, 2007 | -18.01% Dec 1, 2015 - Jun 1, 2016 |
| #8 | -24.64% Jul 6, 2016 - May 23, 2017 | -11.90% Jul 16, 2015 - Nov 6, 2015 |
| #9 | -22.91% Nov 27, 2024 - Jul 21, 2025 | -11.06% Jun 8, 2021 - Oct 14, 2021 |
| #10 | -19.15% Feb 27, 2026 - Jun 1, 2026 | -10.16% Sep 14, 2012 - Jan 2, 2013 |
| #11 | -18.94% Oct 15, 2025 - Feb 24, 2026 | -9.91% Feb 6, 2026 - Apr 17, 2026 |
| #12 | -18.13% Jun 30, 2014 - Oct 24, 2014 | -9.42% Mar 1, 2017 - Oct 2, 2017 |
| #13 | -17.57% Dec 13, 2018 - Feb 22, 2019 | -9.00% Apr 2, 2012 - Jul 3, 2012 |
| #14 | -12.37% Oct 16, 2024 - Nov 26, 2024 | -8.14% Mar 12, 2021 - Jun 7, 2021 |
| #15 | -11.25% Sep 26, 2019 - Jan 15, 2020 | -8.09% Jan 22, 2014 - Mar 4, 2014 |
Correlation
Correlation between UPW and PSCF is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
UPW vs PSCF dividend yield comparison.
| Year | UPW | PSCF |
|---|---|---|
| 2026 | 0.30% | 0.65% |
| 2025 | 1.67% | 2.09% |
| 2024 | 1.83% | 2.48% |
| 2023 | 2.40% | 3.32% |
| 2022 | 1.55% | 2.93% |
| 2021 | 1.30% | 1.83% |
| 2020 | 0.83% | 3.57% |
| 2019 | 0.83% | 4.27% |
| 2018 | 1.98% | 4.21% |
| 2017 | 1.51% | 2.26% |
| 2016 | 1.70% | 3.01% |
| 2015 | 2.16% | 2.37% |
| 2014 | 1.70% | 2.43% |
| 2013 | 2.24% | 2.31% |
| 2012 | 1.90% | 2.36% |
| 2011 | 1.79% | 1.98% |
| 2010 | 2.63% | 1.65% |
| 2009 | 2.42% | 0.00% |
| 2008 | 3.71% | 0.00% |
| 2007 | 7.03% | 0.00% |
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