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Upturn AI SWOT - About
ProShares Ultra Utilities (UPW)
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Upturn Advisory Summary
08/14/2025: UPW (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 9.07% | Avg. Invested days 39 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 1.22 | 52 Weeks Range 57.97 - 85.44 | Updated Date 06/29/2025 |
52 Weeks Range 57.97 - 85.44 | Updated Date 06/29/2025 |
Upturn AI SWOT
ProShares Ultra Utilities
ETF Overview
Overview
ProShares Ultra Utilities (UPW) seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Dow Jones U.S. Utilities Index. It offers leveraged exposure to the U.S. utilities sector, primarily targeting investors with a short-term, tactical view.
Reputation and Reliability
ProShares is a well-known issuer specializing in leveraged and inverse ETFs. They have a solid track record, but leveraged products are inherently risky.
Management Expertise
ProShares has a dedicated team experienced in managing complex ETF products, including those with leveraged exposure.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Dow Jones U.S. Utilities Index.
Investment Approach and Strategy
Strategy: The ETF employs a replication strategy to track two times the daily performance of the Dow Jones U.S. Utilities Index.
Composition Primarily holds financial instruments like swap agreements and futures contracts to achieve its 2x leverage, along with some holdings in the stocks that make up the index.
Market Position
Market Share: UPW's market share within the leveraged utilities ETF space is relatively small compared to broader utilities ETFs.
Total Net Assets (AUM): 24481415
Competitors
Key Competitors
- VPU
- XLU
- IDU
Competitive Landscape
The competitive landscape includes both broad utilities ETFs (like XLU and VPU) and other leveraged/inverse utilities products. UPW's leverage provides higher potential returns (and losses) than non-leveraged ETFs but also makes it riskier. UPW has a niche focus on investors seeking short-term leveraged exposure.
Financial Performance
Historical Performance: Historical performance can vary significantly due to the leveraged nature of the ETF. Performance data should be reviewed with caution.
Benchmark Comparison: The ETF's performance is expected to be approximately two times the daily performance of the Dow Jones U.S. Utilities Index, but this does not hold true over longer time periods due to compounding effects.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume of ProShares Ultra Utilities is moderate and typically fluctuates.
Bid-Ask Spread
The bid-ask spread can vary depending on market conditions and can impact the cost of trading this ETF.
Market Dynamics
Market Environment Factors
Utilities sector performance is affected by interest rates, economic growth, regulatory changes, and commodity prices. UPW's leveraged nature amplifies these effects.
Growth Trajectory
UPW's growth trajectory depends on the utilities sector's performance and investor demand for leveraged products. Strategy and holdings adjustments may occur.
Moat and Competitive Advantages
Competitive Edge
ProShares Ultra Utilities offers a unique proposition with its 2x leveraged exposure to the U.S. utilities sector. This is advantageous for investors seeking amplified returns in the short-term. The ETF's narrow focus and potential for high returns can attract active traders. However, the leveraged nature introduces significant risk, making it unsuitable for all investors. It's primarily used for tactical, short-term positions.
Risk Analysis
Volatility
UPW exhibits high volatility due to its leveraged nature.
Market Risk
The market risk is high due to the leveraged investment in the utilities sector, increasing the susceptibility to market downturns.
Investor Profile
Ideal Investor Profile
The ideal investor for UPW is an experienced, active trader with a high-risk tolerance, seeking short-term tactical exposure to the utilities sector.
Market Risk
UPW is best suited for active traders with a short-term investment horizon, not for long-term investors or passive index followers.
Summary
ProShares Ultra Utilities (UPW) offers 2x daily leveraged exposure to the U.S. utilities sector. Its leveraged structure amplifies both gains and losses, making it a high-risk investment. It is primarily designed for short-term tactical trading by experienced investors. The ETF's performance is tied to the daily movements of the Dow Jones U.S. Utilities Index. It is not appropriate for long-term buy-and-hold strategies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ProShares.com
- Morningstar.com
- ETF.com
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Leveraged ETFs are not suitable for all investors. 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 Ultra Utilities
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests in financial instruments that ProShare Advisors believes, in combination, should produce daily returns consistent with the Daily Target. The index is designed to measure the performance of utilities companies included in the S&P 500 Index. Under normal circumstances, the fund will obtain 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.