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Upturn AI SWOT - About
ProShares UltraShort MSCI EAFE (EFU)
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Upturn Advisory Summary
10/24/2025: EFU (1-star) is currently NOT-A-BUY. Pass it for now.
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 -56.65% | Avg. Invested days 22 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/24/2025 |
Key Highlights
Volume (30-day avg) - | Beta -1.66 | 52 Weeks Range 10.77 - 17.18 | Updated Date 06/30/2025 |
52 Weeks Range 10.77 - 17.18 | Updated Date 06/30/2025 |
Upturn AI SWOT
ProShares UltraShort MSCI EAFE
ETF Overview
Overview
ProShares UltraShort MSCI EAFE (EFZ) seeks daily investment results, before fees and expenses, that correspond to two times the inverse (-2x) of the daily performance of the MSCI EAFE Index. It offers leveraged exposure to the inverse performance of developed market equities outside of North America.
Reputation and Reliability
ProShares is a well-known issuer of leveraged and inverse ETFs, known for their experience in providing these types of products.
Management Expertise
ProShares has a dedicated team of investment professionals experienced in managing leveraged and inverse ETFs.
Investment Objective
Goal
To provide daily investment results, before fees and expenses, that correspond to two times the inverse (-2x) of the daily performance of the MSCI EAFE Index.
Investment Approach and Strategy
Strategy: Leveraged inverse strategy, targeting -2x the daily performance of the MSCI EAFE Index.
Composition Primarily utilizes derivatives, such as swaps, to achieve its leveraged inverse exposure to the MSCI EAFE Index.
Market Position
Market Share: EFZ's market share within the leveraged/inverse international equity ETF space is moderate, as this is a niche product category.
Total Net Assets (AUM): 63940877.93
Competitors
Key Competitors
- Direxion Daily MSCI EAFE Bear 3x Shares (WEBS)
Competitive Landscape
The competitive landscape is relatively concentrated, with ProShares and Direxion being major players. EFZ provides a -2x leveraged inverse exposure, while WEBS offer a -3x leveraged inverse exposure. EFZ might be chosen by investors seeking a more moderate level of inverse leverage compared to WEBS.
Financial Performance
Historical Performance: Due to the leveraged and inverse nature of the ETF, historical performance is highly dependent on the performance of the MSCI EAFE Index and is subject to significant volatility. Long-term performance is not indicative of short-term results due to the daily reset feature.
Benchmark Comparison: Performance is designed to be -2x the daily performance of the MSCI EAFE Index, but tracking error and the effects of compounding can cause deviations over longer periods.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
EFZ has a moderate average trading volume, which can vary depending on market conditions.
Bid-Ask Spread
The bid-ask spread can be relatively wide, especially during times of market volatility.
Market Dynamics
Market Environment Factors
Global economic conditions, geopolitical events, and investor sentiment towards developed markets outside of North America significantly affect EFZ's performance.
Growth Trajectory
Growth depends on the demand for inverse leveraged products and the volatility of the MSCI EAFE Index. Significant swings in the MSCI EAFE index will attract more volume in EFZ.
Moat and Competitive Advantages
Competitive Edge
EFZ benefits from ProShares' established reputation and expertise in managing leveraged and inverse ETFs. It provides a straightforward way for investors to gain inverse leveraged exposure to developed markets outside of North America. The -2x leverage provides a targeted level of risk and potential return. Its competitive edge also stems from its established trading volume and liquidity compared to newer, less established competitors.
Risk Analysis
Volatility
EFZ is highly volatile due to its leveraged and inverse nature, making it unsuitable for risk-averse investors.
Market Risk
Significant market risk exists due to the potential for substantial losses if the MSCI EAFE Index moves in the opposite direction of the ETF's investment objective.
Investor Profile
Ideal Investor Profile
Suitable for sophisticated investors with a high-risk tolerance who seek short-term inverse leveraged exposure to developed markets outside of North America.
Market Risk
Best suited for active traders or those seeking to hedge against short-term declines in the MSCI EAFE Index. Not suitable for long-term investors.
Summary
ProShares UltraShort MSCI EAFE (EFZ) provides -2x leveraged inverse exposure to the MSCI EAFE Index, making it a high-risk, high-reward investment vehicle. It is designed for short-term tactical trading and hedging purposes rather than long-term investment. Investors should understand the risks associated with leveraged and inverse ETFs before investing. EFZ's performance depends heavily on the daily movements of the MSCI EAFE Index, and compounding can impact returns over time.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ProShares website
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Investors should conduct their own research and consult with a qualified financial advisor before making any investment decisions. Leveraged and inverse ETFs are complex financial instruments and are not suitable for all investors. Past performance is not indicative of future results. Market share data is estimated and may not be precise.
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 MSCI EAFE
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 large and mid-capitalization companies across 21 developed market countries around the world, excluding the U.S. and Canada. 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.