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Upturn AI SWOT - About
ProShares Ultra Russell2000 (UWM)
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Upturn Advisory Summary
08/14/2025: UWM (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 -10.33% | Avg. Invested days 35 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta 2.35 | 52 Weeks Range 24.46 - 51.51 | Updated Date 06/30/2025 |
52 Weeks Range 24.46 - 51.51 | Updated Date 06/30/2025 |
Upturn AI SWOT
ProShares Ultra Russell2000
ETF Overview
Overview
The ProShares Ultra Russell2000 (UWM) seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Russell 2000u00ae Index. It provides leveraged exposure to small-cap U.S. equities.
Reputation and Reliability
ProShares is a well-known issuer of leveraged and inverse ETFs, with a reputation for providing sophisticated investment tools.
Management Expertise
ProShares has a dedicated team of investment professionals experienced in managing leveraged and inverse ETF products.
Investment Objective
Goal
To seek daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Russell 2000u00ae Index.
Investment Approach and Strategy
Strategy: The ETF employs a leveraged strategy to achieve 2x the daily performance of the Russell 2000 Index.
Composition The ETF holds a combination of financial instruments, including derivatives, that provide leveraged exposure to the Russell 2000 Index.
Market Position
Market Share: Market share data is unavailable without real-time data sources.
Total Net Assets (AUM): 789000000
Competitors
Key Competitors
- Direxion Daily Small Cap Bull 3X Shares (TNA)
- SPDR Portfolio Small Cap ETF (SPSM)
- iShares Russell 2000 ETF (IWM)
Competitive Landscape
The leveraged small-cap ETF space is competitive, with UWM facing off against other leveraged and non-leveraged ETFs. UWM provides magnified returns (and losses) compared to unleveraged ETFs, but also has higher risk and expenses. Its competitive advantage lies in providing a specific level of leverage for short-term trading strategies.
Financial Performance
Historical Performance: Historical performance data requires access to real-time market data and is not included here.
Benchmark Comparison: Benchmark comparison requires access to real-time market data and is not included here.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume of UWM indicates moderate liquidity, facilitating relatively easy entry and exit for traders.
Bid-Ask Spread
The bid-ask spread typically ranges between $0.01 and $0.03, depending on market conditions, which represents the cost of trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, investor sentiment towards small-cap stocks, and overall market volatility influence UWM's performance.
Growth Trajectory
The growth trajectory of UWM depends on the Russell 2000 Index performance and investor demand for leveraged small-cap exposure, subject to daily resets of its leverage.
Moat and Competitive Advantages
Competitive Edge
UWM's competitive edge comes from providing a readily available, liquid instrument for short-term traders seeking leveraged exposure to the Russell 2000. Its main appeal is the ability to amplify daily returns of the Russell 2000 index, although it comes with the higher risk associated with leverage. It caters to investors who understand the complexities of leveraged ETFs and actively manage their positions. Its accessibility and established track record differentiate it from potentially less liquid or newer leveraged products.
Risk Analysis
Volatility
UWM experiences high volatility due to its 2x leverage factor; past performance is not indicative of future results, and losses are possible.
Market Risk
The underlying assets of UWM, small-cap stocks, are subject to market risk, including economic downturns and sector-specific challenges, amplified by the ETF's leverage.
Investor Profile
Ideal Investor Profile
The ideal investor is a sophisticated trader with a short-term investment horizon who understands the risks of leveraged ETFs and actively monitors their positions.
Market Risk
UWM is best suited for active traders seeking short-term tactical exposure to the Russell 2000, not for long-term investors or passive index followers.
Summary
ProShares Ultra Russell2000 (UWM) is a leveraged ETF designed to provide twice the daily performance of the Russell 2000 index. It offers a tool for sophisticated traders to amplify daily returns in small-cap stocks. However, due to its leveraged nature, UWM is highly volatile and is not suitable for long-term investors. The ETF's performance is significantly influenced by market dynamics and changes in investor sentiment towards small-cap companies.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ProShares website
- ETF.com
- Bloomberg
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Leveraged ETFs are inherently risky and may not be suitable for all investors. Past performance is not indicative of future results.
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 Russell2000
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 the small-cap segment of the U.S. markets. 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. It 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.