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Upturn AI SWOT - About
ProShares Ultra Financials (UYG)
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Upturn Advisory Summary
10/20/2025: UYG (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 31.12% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/20/2025 |
Key Highlights
Volume (30-day avg) - | Beta 2.04 | 52 Weeks Range 61.74 - 99.48 | Updated Date 06/30/2025 |
52 Weeks Range 61.74 - 99.48 | Updated Date 06/30/2025 |
Upturn AI SWOT
ProShares Ultra Financials
ETF Overview
Overview
The ProShares Ultra Financials (UYG) seeks daily investment results, before fees and expenses, that correspond to two times (2x) the daily performance of the Dow Jones U.S. Financials Index. It provides leveraged exposure to the U.S. financial sector.
Reputation and Reliability
ProShares is a well-known issuer of leveraged and inverse ETFs, generally considered reliable.
Management Expertise
ProShares specializes in geared (leveraged and inverse) ETFs, demonstrating expertise in this area.
Investment Objective
Goal
To seek daily investment results that correspond to two times (2x) the daily performance of the Dow Jones U.S. Financials Index.
Investment Approach and Strategy
Strategy: The ETF aims to provide 2x leveraged exposure to the Dow Jones U.S. Financials Index.
Composition The ETF primarily holds financial sector stocks included in the Dow Jones U.S. Financials Index and derivatives to achieve its leveraged objective.
Market Position
Market Share: UYG holds a moderate market share within the leveraged financial ETFs sector.
Total Net Assets (AUM): 127817706
Competitors
Key Competitors
- FAS
- FINU
- DPST
Competitive Landscape
The leveraged financial ETF market is competitive. UYG faces competition from other leveraged ETFs. UYG provides 2x leverage, which might appeal to risk-tolerant investors, but it suffers from daily compounding effects and may not track the underlying index's long-term performance effectively, a disadvantage compared to non-leveraged ETFs. FAS (Direxion Daily Financial Bull 3X Shares) offers 3x leverage, which some investors prefer, while FINU (GraniteShares 2x Long U.S. Daily Financials ETF) is another 2x leveraged fund.
Financial Performance
Historical Performance: Historical performance is highly dependent on the financial sector's performance and is subject to daily compounding effects inherent in leveraged ETFs.
Benchmark Comparison: Due to its 2x leverage, direct comparison with the Dow Jones U.S. Financials Index is not straightforward; UYG's performance deviates significantly over longer periods.
Expense Ratio: 0.95
Liquidity
Average Trading Volume
The average trading volume is generally moderate, indicating reasonable liquidity.
Bid-Ask Spread
The bid-ask spread can be wider than non-leveraged ETFs due to the leverage and volatility.
Market Dynamics
Market Environment Factors
Interest rate changes, regulatory policies impacting financial institutions, and overall economic growth influence UYG's performance.
Growth Trajectory
UYG's growth fluctuates with the financial sector's performance and investor appetite for leveraged products. There have been no major strategy changes.
Moat and Competitive Advantages
Competitive Edge
UYG's competitive advantage lies in its focused exposure to the U.S. financial sector with 2x leverage, appealing to investors seeking amplified daily returns. However, its leverage comes with increased risk, making it suitable for short-term tactical trading. The ETFu2019s issuer, ProShares, has a solid reputation for leveraged ETFs. This focus offers a distinct advantage over broader market ETFs and other financial sector ETFs without leverage. The daily reset feature prevents long-term predictable tracking of the underlying index.
Risk Analysis
Volatility
UYG exhibits very high volatility due to its leverage, which amplifies both gains and losses.
Market Risk
The ETF is highly exposed to market risk within the financial sector, and fluctuations in interest rates or economic downturns can significantly impact its value.
Investor Profile
Ideal Investor Profile
UYG is suited for experienced traders who understand the risks associated with leveraged ETFs and are looking for short-term tactical exposure to the financial sector.
Market Risk
UYG is not suitable for long-term investors due to the effects of daily compounding and volatility; it is best for active traders with a short-term outlook.
Summary
ProShares Ultra Financials (UYG) is a leveraged ETF designed for short-term tactical exposure to the U.S. financial sector, seeking to deliver twice the daily performance of the Dow Jones U.S. Financials Index. Its leverage amplifies both gains and losses, making it a high-risk, high-reward investment inappropriate for long-term holding. Active traders use this ETF due to its volatility. Investors should fully understand the implications of daily compounding and potential for significant losses before investing. Overall, it is a tool for short-term strategies in the financial sector.
Peer Comparison
Sources and Disclaimers
Data Sources:
- ProShares.com
- ETF.com
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Leveraged ETFs are complex instruments and should be fully understood before investing. 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 Financials
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 financial 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.