UPRO ETF Report: Ratings, Analysis, Quotes, Holdings

Popular UPRO Comparisons: UPRO vs SSO, UPRO vs SPUU, UPRO vs SPXL, UPRO vs DDM, UPRO vs UDOW

Related ETF Channels: Leveraged, Large Cap, Equity, U.S., Broad-based, S&P 500, Vanilla, Size and Style, North America

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*Unless otherwise stated, data provided by FactSet.

UPRO Fund Description

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

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.

PERFORMANCE [as of 10/14/21] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS

UPRO -7.59% -2.94% 52.33% 80.60% 34.54% 38.12% 38.61%

UPRO (NAV) -0.93% 3.73% 61.22% 99.07% 37.03% 40.05% 38.83%

S&P 500 -0.01% 1.81% 19.51% 29.11% 19.16% 17.99% 16.08%

N/A -- -- -- -- -- -- --

All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

UPRO Summary Data

ProShares

06/25/09

Open-Ended Fund

0.93%

$2.88B

0.01%

SSO, SPUU, SPXL, DDM, UDOW

Fund Home Page

UPRO Portfolio Data

0.05%

N/A

UPRO Index Data

S&P 500

Market Cap

Committee

N/A

UPRO Fund Structure

Yes

-- / --

N/A

Low

Leverage Reset Frequency Daily

UPRO Tax Exposures

20.00% / 39.60%

UPRO Factset Analytics Block Liquidity

As of 10/15/21

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

5,431,532

$671.35M

4,871,692

$606.71M

0.01%

$0.01

0.03%

0.41% / -0.26%

None

100.00%

50,000

97.43

0.00%

62,812

$124.18

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.

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