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ProShares UltraShort Oil & Gas (DUG)
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Upturn Advisory Summary
11/05/2025: DUG (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit -39.71% | Avg. Invested days 27 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta -1.66 | 52 Weeks Range 31.53 - 50.75 | Updated Date 06/29/2025 |
52 Weeks Range 31.53 - 50.75 | Updated Date 06/29/2025 |
Upturn AI SWOT
ProShares UltraShort Oil & Gas
ETF Overview
Overview
The ProShares UltraShort Oil & Gas (DUG) seeks daily investment results, before fees and expenses, that correspond to two times the inverse (-2x) of the daily performance of the Dow Jones U.S. Oil & Gas Index. It is designed for investors seeking to profit from a decline in oil and gas stocks.
Reputation and Reliability
ProShares is a well-known issuer of leveraged and inverse ETFs, recognized for its expertise in providing sophisticated investment tools.
Management Expertise
ProShares has a dedicated team of investment professionals with extensive experience in managing leveraged and inverse ETFs.
Investment Objective
Goal
To provide investment results that correspond to two times the inverse (-2x) of the daily performance of the Dow Jones U.S. Oil & Gas Index.
Investment Approach and Strategy
Strategy: Inverse leveraged ETF designed to magnify the *opposite* of the daily performance of the Dow Jones U.S. Oil & Gas Index.
Composition Primarily holds financial instruments designed to provide leveraged inverse exposure to the underlying oil and gas index, such as swap agreements and futures contracts.
Market Position
Market Share: DUG has a relatively small market share compared to broader energy ETFs, reflecting its specialized and risky nature.
Total Net Assets (AUM): 28.71
Competitors
Key Competitors
- Direxion Daily Energy Bear 3x Shares ETF (ERY)
Competitive Landscape
The competitive landscape includes other leveraged and inverse energy ETFs. DUG offers -2x leverage, while others may offer different leverage ratios (e.g., ERY offers -3x leverage). DUG's advantage lies in ProShares' reputation, but it faces competition from funds offering higher leverage.
Financial Performance
Historical Performance: Historical performance is highly volatile and dependent on the daily performance of the Dow Jones U.S. Oil & Gas Index. Due to the leverage and daily reset, long-term performance is unlikely to match -2x the index return.
Benchmark Comparison: The ETF aims to provide -2x the daily performance of its benchmark index. Tracking error can occur due to fees, expenses, and the complexities of leveraged investing.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume of DUG is moderate, which could impact the execution cost.
Bid-Ask Spread
The bid-ask spread of DUG varies depending on market conditions and can impact trading costs.
Market Dynamics
Market Environment Factors
Economic indicators, oil and gas prices, geopolitical events, and regulatory changes significantly affect DUG's performance.
Growth Trajectory
Growth trajectory depends heavily on investor sentiment towards oil and gas stocks and the desire for inverse leveraged exposure. Strategy and holdings remain relatively consistent given its objective.
Moat and Competitive Advantages
Competitive Edge
DUG's competitive edge lies in its focused offering of -2x daily inverse exposure to the oil and gas sector, catering to sophisticated investors seeking short-term hedging or speculative opportunities. ProShares' reputation as a provider of leveraged and inverse ETFs further strengthens its position. However, this specific strategy inherently carries significant risk and complexity, making it unsuitable for most investors. The daily reset feature also means that compounding effects can significantly erode returns over longer periods, particularly in volatile markets.
Risk Analysis
Volatility
DUG exhibits high volatility due to its leveraged nature. Substantial losses can occur rapidly.
Market Risk
Market risk is significant due to its exposure to the oil and gas sector and the effects of leverage. Changes in oil and gas prices can disproportionately impact the fund.
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated, short-term trader with a high-risk tolerance who understands the complexities of leveraged and inverse ETFs.
Market Risk
DUG is best suited for active traders seeking short-term tactical positions to profit from a decline in oil and gas stocks. It is *not* suitable for long-term investors.
Summary
ProShares UltraShort Oil & Gas (DUG) is a leveraged inverse ETF designed for short-term speculation on declines in the oil and gas sector. It offers -2x the daily performance of the Dow Jones U.S. Oil & Gas Index. Due to its leveraged and daily reset nature, it's exceptionally volatile and not suitable for long-term investment. It's most appropriate for sophisticated traders with a high risk tolerance who understand the complexities involved.
Similar ETFs
Sources and Disclaimers
Data Sources:
- ProShares
- ETFdb.com
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investing in leveraged and inverse ETFs involves significant risks, including the potential for substantial losses. Past performance is not indicative of future results. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About ProShares UltraShort Oil & Gas
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The index is designed to measure the performance of energy companies included in the S&P 500 Index. Under normal circumstances, the fund will obtain inverse leveraged exposure to at least 80% of its total assets in components of the index or in instruments with similar economic characteristics. The fund is non-diversified.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.