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What is UPRO?

UPRO provides 3x leveraged daily exposure to a market cap-weighted index of large-cap and mid-cap US companies selected by the S&P Committee.

PERFORMANCE [as of 03/20/23] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
UPRO -10.15% 6.61% 5.68% -42.82% 51.04% 8.09% 22.17%
UPRO (NAV) -10.21% 6.49% 5.60% -42.94% 50.50% 8.08% 22.17%
S&P 500 -2.98% 3.86% 3.33% -9.94% 21.65% 9.69% 11.88%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

UPRO Factset Analytics Insight

UPRO, as a leveraged product, is not a buy-and-hold ETF, it’s a short-term tactical instrument. Like many leveraged funds, it delivers its 3x exposure only over a one-day holding period. Over longer periods, returns can vary significantly from its headline 3x exposure to the S&P 500. The 500 underlying companies are some of the most well-known firms in the world. As a short-term instrument, the total cost of owning UPRO is more dependent on liquidity than management costs, knowledge of the benefits, risks and pitfalls of geared products is paramount.

UPRO Summary Data

ProShares
06/25/09
0.91%
$2.25B
S&P 500
N/A
Open-Ended Fund
Fund Home Page

Peers

N/A
SSO, SPXL, SPUU
Compare More ETFs

Fund Flows

+$0.09B 5 Days
+$0.03B 30 Days
+$0.09B 90 Days
More Fund Flows

UPRO Fund Structure

Yes
No
-- / --
N/A
N/A
Low
3
Daily

UPRO Tax Exposures

20.00% / 39.60%
--
No

UPRO Portfolio Data

0.50%
N/A

UPRO Index Data

S&P 500
Market Cap
Committee
N/A

Factset Analytics Block Liquidity

As of 03/21/23

This measurement shows how easy it is to trade a $1 million USD block of UPRO. UPRO is rated a 5 out of 5.

UPRO Tradability

11,542,437
$422.12M
10,638,675
$393.76M
0.03%
$0.01
0.02%
0.32% / -0.38%
None
100.00%
50,000
212.77
0.00%
--
118,275
$34.60
5

Options Strategies for Outcome Investing

Options allow you to customize investment outcomes. Using the strategy builders provided by Cboe Vest Technologies, you can construct some of the most common option strategies. Check out our user guide for more information on how to use the tool.

  • Collar Strategy
    Protection Strategy
  • Covered Call Strategy
    Income Strategy

A collar strategy is a protective option strategy constructed by writing a call and buying a put with the same expiration date while being long the underlying security.