UXI vs VOO
ProShares Ultra Industrials vs Vanguard S&P 500 ETF
Which is better, UXI or VOO?
Multi Alternative against Large Cap Blend.
VOO has a lower expense ratio. UXI led over 1Y, 3Y and the full window, VOO over 5Y. The two have moved almost in lockstep, correlation 0.90.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | UXI | VOO |
|---|---|---|
| Expense Ratio | 0.95% | 0.03%Best |
| AUM | $28M | $997.4B |
| Dividend Yield | 0.54% | 1.04% |
| Holdings | 87 | 509 |
| YTD Return | +10.67% | +11.55%Best |
| 1Y Return | +19.25%Best | +17.54% |
| 3Y Return (annualized) | +29.04%Best | +20.71% |
| 5Y Return (annualized) | +10.36% | +12.80%Best |
| Volatility (annualized) | 35.0% | 14.1%Best |
| Max Drawdown | -67.4% | -34.3%Best |
| $10,000 over 5 years | $16,370 | $18,262Best |
| Fund Family | ProShares | Vanguard (US) |
| Category | Alternative | Equity |
| Style | Multi Alternative | Large Cap Blend |
| Inception | Jan 30, 2007 | Sep 7, 2010 |
Not shown on this pair: Top 10 Weight.
Volatility and max drawdown are measured over the window both funds cover: Sep 9, 2010 to Sep 10, 2026 (16 years).
UXI vs VOO growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 16 years both funds cover.
UXI vs VOO Performance
ProShares Ultra Industrials (UXI) is an ETF from ProShares and Vanguard S&P 500 ETF (VOO) is an ETF from Vanguard (US). Over the past year UXI returned +19.25% while VOO returned +17.54%. Year to date, UXI is up 10.67% versus a gain of 11.55% for VOO.
Over three years, UXI compounded at +29.04% per year against +20.71% for VOO; over five years the annualized figures are +10.36% and +12.80% respectively. Across the full 16-year window we track, UXI has the edge at +20.36% annualized vs +13.35%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UXI has been the more volatile fund, with annualized monthly volatility of 35.0% compared with 14.1% for VOO. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -67.4% for UXI and -34.3% for VOO. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.90. They move almost in lockstep, so holding both mostly duplicates the same exposure.
Fees and Cost Over Time
UXI charges 0.95% per year while VOO charges 0.03%. On a $10,000 position that is $95 vs $3 annually, a gap of $92 per year that compounds over a long holding period. On income, UXI currently yields 0.54% against 1.04% for VOO.
Holdings Overlap
At least 8.7% of VOO's money is in holdings UXI also owns.
Stated as a floor: for UXI, our book for it covers 61.8% of that fund, so a holding it does not list is one we cannot count as shared. The real figure is this or higher.
VOO and UXI share little of their money.
78 positions in common, counted across the 83 positions we hold weights for in UXI and 505 in VOO, against full books of 87 and 509.
Top Shared Holdings
| Stock | Weight in UXI | Weight in VOO | Difference |
|---|---|---|---|
| CATCaterpillar, Inc. | 4.23% | 0.76% | 3.47% |
| GEGeneral Electric Co. | 4.20% | 0.60% | 3.60% |
| RTXRaytheon Technologies Corp | 3.16% | 0.40% | 2.76% |
| GEVGE Vernova, LLC | 2.89% | 0.49% | 2.40% |
| BABoeing Co | 2.00% | 0.26% | 1.74% |
| UNPUnion Pacific Corp | 1.85% | 0.25% | 1.60% |
| ETNEaton Corp. Plc | 1.83% | 0.26% | 1.57% |
| DEDeere & Co. | 1.62% | 0.25% | 1.37% |
| UBERUber Technologies Inc | 1.46% | 0.23% | 1.23% |
| PHParker-Hannifin Corp. | 1.33% | 0.19% | 1.14% |
You are not choosing between two funds in isolation.
Whichever of UXI and VOO you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which is cheaper, UXI or VOO?
UXI has an expense ratio of 0.95% while VOO charges 0.03%. VOO is the cheaper option, by $92 a year on a $10,000 investment.
Which performed better, UXI or VOO?
Over the past year UXI returned +19.25% vs +17.54% for VOO, so UXI leads on 1-year performance. Over the longest common window we track (16 years), UXI annualized +20.36% vs +13.35% for VOO. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, UXI or VOO?
UXI has been the more volatile fund at 35.0% annualized versus 14.1% for VOO. Worst drawdown: UXI -67.4% vs VOO -34.3%.
Should I hold both UXI and VOO?
UXI and VOO have a monthly-return correlation of 0.90, so they move almost identically. What is left to separate them is the fee and the index each one tracks. This is information, not a recommendation.
What is the holdings overlap between UXI and VOO?
At least 8.7% of VOO's money is in holdings UXI also owns. Our book for UXI is partial, so the real figure is this or higher. They hold 78 positions in common, counted across the 83 positions we hold weights for in UXI and 505 in VOO.
Which pays a higher dividend, UXI or VOO?
UXI yields 0.54% while VOO yields 1.04%, so VOO currently pays the higher dividend yield.
Is VOO better than UXI?
VOO has a lower expense ratio. UXI led over 1Y, 3Y and the full window, VOO over 5Y. The two have moved almost in lockstep, correlation 0.90. Which one suits a particular account depends on what it is for. This is information, not a recommendation.