UXI vs SPY
Comparison between PROSHARES ULTRA INDUSTRIALS (UXI, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed UXI, delivering a return of +13.3% compared to +11.5%
UXI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UXI
$32M
Winner
SPY
$735B
Expense Ratio
UXI
N/A
SPY
0.09%
Max Drawdown
UXI
89.68%
Winner
SPY
56.47%
Sharpe Ratio
UXI
1.09
Winner
SPY
1.62
5Y Beta
UXI
1.80
Winner
SPY
1.00
P/E Ratio
UXI
32.31
Winner
SPY
28.99
Forward P/E
UXI
26.39
Winner
SPY
22.37
PEG Ratio
UXI
0.68
SPY
N/A
5Y Dividends CAGR
Winner
UXI
41.22%
SPY
5.43%
5Y EPS CAGR
UXI
N/A
SPY
26.05%
Debt to Equity
UXI
64.41%
Winner
SPY
32.40%
P/S Ratio
Winner
UXI
3.18
SPY
3.74
P/B Ratio
UXI
7.25
Winner
SPY
5.61
UXI vs SPY - Holdings Comparison
UXI and SPY have 80 common holdings. Overlap is 8.37%
UXI's top 25 holdings weight is 76.63%. SPY's top 25 holdings weight is 52.37%.
| Rank | UXI | SPY |
|---|---|---|
| #1 | INDUSTRIAL SELECT SECTOR INDEX SWAP (n/a) - 19.64% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | CASH (n/a) - 13.23% | APPLE INC (AAPL) - 7.02% |
| #3 | CTE PROSHARES TRUST M (n/a) - 5.13% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | CATERPILLAR INC (CAT) - 4.83% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | GE AEROSPACE (GE) - 3.77% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | GE VERNOVA INC (GEV) - 3.31% | BROADCOM INC (AVGO) - 3.10% |
| #7 | RTX CORP (RTX) - 2.74% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | BOEING CO (BA) - 1.97% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | UNION PACIFIC CORP (UNP) - 1.84% | TESLA INC (TSLA) - 1.89% |
| #10 | EATON CORP PLC (ETN) - 1.79% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | HONEYWELL INTERNATIONAL INC (HON) - 1.68% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | UBER TECHNOLOGIES INC (UBER) - 1.65% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | DEERE & CO (DE) - 1.52% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.41% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | PARKER HANNIFIN CORP (PH) - 1.26% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | QUANTA SERVICES INC (PWR) - 1.26% | INTEL CORP (INTC) - 0.90% |
| #17 | LOCKHEED MARTIN CORP (LMT) - 1.23% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | HOWMET AEROSPACE INC (HWM) - 1.20% | VISA INC CLASS A (V) - 0.85% |
| #19 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.16% | WALMART INC (WMT) - 0.81% |
| #20 | CUMMINS INC (CMI) - 1.05% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.00% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | GENERAL DYNAMICS CORP (GD) - 1.00% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | FEDEX CORP (FDX) - 0.99% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | CSX CORP (CSX) - 0.99% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | n/a (JCI) - 0.98% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 83 | 505 |
UXI vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
UXI
+1.53%
Winner
SPY
+1.90%
3M
UXI
+0.65%
Winner
SPY
+8.55%
6M
Winner
UXI
+23.25%
SPY
+8.18%
1Y
Winner
UXI
+39.22%
SPY
+25.79%
5Y(CAGR)
UXI
+11.54%
Winner
SPY
+13.32%
10Y(CAGR)
Winner
UXI
+19.16%
SPY
+15.19%
Max(CAGR)
Winner
UXI
+13.02%
SPY
+8.47%
UXI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UXI | SPY |
|---|---|---|
| 2026 | +17.99% | +8.26% |
| 2025 | +30.94% | +18.00% |
| 2024 | +29.41% | +25.59% |
| 2023 | +26.28% | +26.72% |
| 2022 | -32.05% | -18.64% |
| 2021 | +40.56% | +30.52% |
| 2020 | +13.46% | +17.28% |
| 2019 | +65.69% | +31.09% |
| 2018 | -28.21% | -5.24% |
| 2017 | +47.88% | +20.78% |
| 2016 | +41.82% | +13.59% |
| 2015 | -6.69% | +1.31% |
| 2014 | +15.74% | +14.56% |
| 2013 | +82.23% | +29.00% |
| 2012 | +27.95% | +14.17% |
| 2011 | -11.93% | +0.85% |
| 2010 | +44.24% | +13.14% |
| 2009 | +30.85% | +22.67% |
| 2008 | -69.58% | -36.25% |
| 2007 | +10.42% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
UXI vs SPY Drawdown Comparison
The maximum drawdown for UXI was -89.02%, occurring on Mar 9, 2009. Recovery took 1554 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UXI drawdown is -7.07%. The current SPY drawdown is -2.90%.
| Rank | UXI | SPY |
|---|---|---|
| #1 | -89.02% Jul 19, 2007 - Sep 19, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -66.48% Feb 12, 2020 - Nov 16, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -48.25% Nov 16, 2021 - Jul 16, 2024 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -43.80% Jan 26, 2018 - Nov 1, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -36.42% Nov 29, 2024 - Jun 30, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -30.89% Mar 2, 2015 - Jul 8, 2016 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -23.59% Mar 2, 2026 - Mar 30, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.16% Jun 9, 2014 - Nov 6, 2014 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -14.10% Jan 15, 2014 - Mar 6, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.44% Aug 30, 2021 - Nov 16, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.23% Jul 16, 2024 - Aug 23, 2024 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.81% Dec 29, 2014 - Feb 13, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.61% Jan 12, 2021 - Feb 8, 2021 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.13% Feb 21, 2007 - Apr 20, 2007 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.01% Nov 25, 2014 - Dec 26, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UXI and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
UXI vs SPY dividend yield comparison.
| Year | UXI | SPY |
|---|---|---|
| 2026 | 0.09% | 0.24% |
| 2025 | 0.90% | 1.07% |
| 2024 | 0.18% | 1.21% |
| 2023 | 0.21% | 1.40% |
| 2022 | 0.24% | 1.65% |
| 2021 | 0.03% | 1.20% |
| 2020 | 0.29% | 1.52% |
| 2019 | 0.58% | 1.75% |
| 2018 | 0.37% | 2.04% |
| 2017 | 0.24% | 1.80% |
| 2016 | 0.38% | 2.03% |
| 2015 | 0.41% | 2.06% |
| 2014 | 0.35% | 1.87% |
| 2013 | 0.16% | 1.81% |
| 2012 | 0.30% | 2.18% |
| 2011 | 0.17% | 2.05% |
| 2010 | 0.22% | 1.80% |
| 2009 | 0.71% | 1.95% |
| 2008 | 2.47% | 3.02% |
| 2007 | 5.95% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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