UXI vs VOO
ProShares Ultra Industrials vs Vanguard S&P 500 ETF
Quick Verdict
VOO has a lower expense ratio. UXI delivered stronger 1-year returns. VOO offers more diversification with 509 holdings.
Side-by-Side Comparison
| Metric | UXI | VOO | Winner |
|---|---|---|---|
| Expense Ratio | 0.95% | 0.03% | |
| AUM | $33M | $997.4B | |
| Dividend Yield | 0.51% | 1.08% | |
| Holdings | 87 | 509 | |
| YTD Return | +23.71% | +12.25% | |
| 1Y Return | +32.81% | +20.92% | |
| 3Y Return (annualized) | +33.26% | +21.79% | |
| 5Y Return (annualized) | +12.58% | +13.05% | |
| Volatility (annualized) | 38.9% | 14.1% | |
| Max Drawdown | -89.7% | -34.3% | |
| Fund Family | ProShares | Vanguard (US) | |
| Category | Alternative | Equity | |
| Inception | Jan 30, 2007 | Sep 7, 2010 |
UXI vs VOO Performance
ProShares Ultra Industrials (UXI) is a ETF from ProShares and Vanguard S&P 500 ETF (VOO) is a ETF from Vanguard (US). Over the past year UXI returned +32.81% while VOO returned +20.92%. Year to date, UXI is up 23.71% versus a gain of 12.25% for VOO.
Over three years, UXI compounded at +33.26% per year against +21.79% for VOO; over five years the annualized figures are +12.58% and +13.05% respectively. Across the full 16-year window we track, VOO has the edge at +13.45% annualized vs +12.44%. Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
UXI has been the more volatile fund, with annualized monthly volatility of 38.9% 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 -89.7% for UXI and -34.3% for VOO. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.
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 0.51% against 1.08% for VOO.
Holdings Overlap
UXI and VOO share 79 holdings out of 507 unique holdings combined, representing a 8.9% weight overlap.
Moderate overlap means holding both could provide meaningful diversification benefits.
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. On a $10,000 investment, that is $92 per year of difference.
Which performed better, UXI or VOO?
Over the past year UXI returned +32.81% vs +20.92% for VOO, so UXI leads on 1-year performance. Over the longest common window we track (16 years), UXI annualized +12.44% vs +13.45% for VOO. Past performance does not guarantee future results.
Which is riskier, UXI or VOO?
UXI has been the more volatile fund at 38.9% annualized versus 14.1% for VOO. Worst drawdown: UXI -89.7% 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. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.
What is the holdings overlap between UXI and VOO?
UXI and VOO share 79 common holdings with a 8.9% weight overlap. Combined, they hold 507 unique securities.
Which pays a higher dividend, UXI or VOO?
UXI yields 0.51% while VOO yields 1.08%, so VOO currently pays the higher dividend yield.
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