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Upturn AI Summary
ProShares Equities for Rising Rates ETF(EQRR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for EQRR
10/28/2026: EQRR (2-star) has a low Upturn Star Rating. Not recommended to BUY.
ProShares Equities for Rising Rates ETF (EQRR) is a thematic ETF designed to provide exposure to U.S. large-cap stocks that historically correlate positively with rising Treasury yields. It achieves this by focusing heavily on sectors like Financials and Energy, making it a specialized tool for tactical portfolios rather than a broad core holding. Its main strengths lie in its systematic index methodology and targeted macro utility, though it carries higher expense ratios and concentration risks compared to standard index funds. Investors should primarily monitor Federal Reserve policy and yield curve movements, as the fund is susceptible to interest rate reversals and sector-specific downturns. It is best suited for tactical investors looking to hedge or profit from a high-rate economic environment.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
ETF holdings, costs, diversification, valuation, risks, and market conditions provide supporting context about the fund.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | While it captures growth in specific sectors, it is not designed to track broad secular growth trends. |
| Momentum investor | Strong fit while signal remains positive | It serves as an effective vehicle for momentum traders capitalizing on upward interest rate trends. |
| Value investor | Strong fit | The portfolio often tilts toward value-oriented sectors like financials and energy. |
| Dividend/Income investor | Mixed fit | While it holds dividend-paying sectors, the focus is on rate sensitivity rather than yield maximization. |
| Low-risk investor | Weak fit | The concentrated nature of the fund and its sensitivity to macroeconomic volatility increase the risk profile. |
Investor Profile
Ideal Investor Profile
The ideal investor is an experienced market participant with a tactical focus on macro-economic shifts, specifically targeting interest rate environments.
Suitability
EQRR is best suited as a tactical satellite holding for experienced investors rather than a passive, core long-term index follower.
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Volatility | Medium / high | The sector concentration in financials and energy leads to higher volatility than broad-market ETFs. |
| Market risk | Medium / high | The fund is sensitive to the systemic risks affecting the financial and energy industries. |
| Concentration | High | Heavy reliance on a few specific sectors creates significant exposure to sector-specific downturns. |
| Tracking/expense | Medium | The expense ratio is higher than plain-vanilla sector funds due to the active index-weighting strategy. |
| Liquidity | Medium | Lower average daily volume compared to major benchmarks may result in wider trading spreads. |
| Business/sector quality | Medium | Investors are exposed to the cyclicality and regulatory risks inherent in the financial and industrial sectors. |
Risk Analysis
Volatility
EQRR experiences higher volatility than broad indices due to its heavy sector concentration, particularly in financials.
Market Risk
The fund is inherently exposed to the systemic risks of the U.S. financial sector and the direct impact of monetary policy changes on stock valuations.
What the ETF Owns
| Exposure Type | Exposure | Weight (%) | Retail Investor Read |
|---|---|---|---|
| Sector | Financials | 45 | Financial companies often see improved profit margins when interest rates rise, making them the primary anchor of this ETF. |
| Sector | Energy | 25 | Energy stocks are included due to their historical tendency to perform well during inflationary periods which often accompany rising rates. |
| Sector | Industrials | 20 | Industrial firms are included for their sensitivity to economic growth cycles that often coincide with rising rate environments. |
| Cash/collateral | Cash and Cash Equivalents | 10 | This represents the liquidity maintained for operational needs and index rebalancing. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type ETF | Historic Profit 55.3% | Avg. Invested days 84 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/28/2026 |
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