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Upturn AI SWOT - About
ProShares Ultra Utilities (UPW)
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Upturn Advisory Summary
10/24/2025: 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 10.91% | Avg. Invested days 38 | 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 10/24/2025 |
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 utilities sector.
Reputation and Reliability
ProShares is a well-known issuer specializing in leveraged and inverse ETFs. They have a solid track record of providing these types of products.
Management Expertise
ProShares has a dedicated management team with expertise in creating and managing leveraged ETFs.
Investment Objective
Goal
To seek daily investment results that correspond to two times (2x) the daily performance of the Dow Jones U.S. Utilities Index.
Investment Approach and Strategy
Strategy: Leveraged, aiming for 2x the daily performance of the Dow Jones U.S. Utilities Index.
Composition Primarily invests in financial instruments that provide leveraged exposure to utilities companies.
Market Position
Market Share: UPW's market share is relatively small compared to broad utilities ETFs.
Total Net Assets (AUM): 34.18
Competitors
Key Competitors
- XLU
- VPU
- IDU
Competitive Landscape
The competitive landscape is dominated by broad-based utilities ETFs like XLU and VPU. UPW offers leveraged exposure, appealing to traders seeking short-term gains but faces increased risk and decay compared to unleveraged alternatives. This makes it more suitable for very short-term tactical plays rather than long-term holdings.
Financial Performance
Historical Performance: Historical performance data is available, but it is important to remember that leveraged ETFs are designed for short-term use and may not accurately reflect the long-term performance of the underlying index.
Benchmark Comparison: The ETF's performance should be compared to 2x the daily performance of the Dow Jones U.S. Utilities Index. Due to the effects of compounding, actual returns may vary.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume for UPW is moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread can vary, but it is generally wider than that of more liquid, unleveraged ETFs.
Market Dynamics
Market Environment Factors
Economic conditions, interest rates, and regulatory changes impacting the utilities sector will influence UPW's performance.
Growth Trajectory
UPW's growth is dependent on investor demand for leveraged exposure to utilities and the overall performance of the sector.
Moat and Competitive Advantages
Competitive Edge
UPW offers a unique leveraged exposure to the utilities sector, attracting traders seeking amplified daily returns. However, this leverage comes with increased risk and potential for decay, making it unsuitable for long-term investors. ProShares' experience in creating leveraged ETFs provides some credibility, but the product's inherent nature limits its appeal to a specific segment of the market. The ETF's value proposition centers on short-term tactical plays rather than long-term investment strategies.
Risk Analysis
Volatility
UPW exhibits significantly higher volatility than unleveraged utilities ETFs due to its 2x leverage.
Market Risk
UPW is subject to market risk associated with the utilities sector, amplified by the leverage factor. Compounding can lead to decay over time, diminishing returns.
Investor Profile
Ideal Investor Profile
Active traders and sophisticated investors who understand the risks and complexities of leveraged ETFs and seek short-term tactical opportunities.
Market Risk
UPW is best suited for active traders with a short-term investment horizon. It is not appropriate for long-term investors or passive index followers.
Summary
ProShares Ultra Utilities (UPW) provides leveraged exposure to the utilities sector, targeting 2x the daily performance of the Dow Jones U.S. Utilities Index. It is designed for short-term trading and is subject to significant risk and potential decay. The ETF is most suitable for active traders seeking tactical opportunities rather than long-term investments. Investors should thoroughly understand the risks associated with leveraged ETFs before investing in UPW.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ProShares
- ETF.com
- Yahoo Finance
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investing in leveraged ETFs involves significant risks, including the potential loss of principal.
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.