UPRO vs VTI

Quick Verdict

VTI has a lower expense ratio. UPRO delivered stronger 1-year returns. VTI offers more diversification with 2783 holdings.

Lower Fees: VTIHigher Returns: UPROMore Diversified: VTI

Side-by-Side Comparison

MetricUPROVTIWinner
Expense Ratio0.89%0.03%
AUM$5.1B$663.5B
Dividend Yield0.37%1.07%
Holdings5203,543
YTD Return+20.59%+10.14%
1Y Return+44.86%+19.82%
3Y Return (annualized)+40.03%+18.94%
5Y Return (annualized)+18.44%+11.79%
Volatility (annualized)44.6%15.4%
Max Drawdown-76.8%-56.6%
Fund FamilyProSharesVanguard (US)
CategoryAlternativeEquity
InceptionJun 23, 2009May 24, 2001

UPRO vs VTI Performance

ProShares UltraPro S&P 500 (UPRO) is a ETF from ProShares and Vanguard Total Stock Market ETF (VTI) is a ETF from Vanguard (US). Over the past year UPRO returned +44.86% while VTI returned +19.82%. Year to date, UPRO is up 20.59% versus a gain of 10.14% for VTI.

Over three years, UPRO compounded at +40.03% per year against +18.94% for VTI; over five years the annualized figures are +18.44% and +11.79% respectively. Across the full 17-year window we track, UPRO has the edge at +32.20% annualized vs +7.99%. Past performance does not guarantee future results.

Risk: Volatility and Drawdowns

UPRO has been the more volatile fund, with annualized monthly volatility of 44.6% compared with 15.4% for VTI. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.

The deepest peak-to-trough decline in our data was -76.8% for UPRO and -56.6% for VTI. Drawdown depth is worth weighing if you expect to sell during market stress rather than ride it out.

The two funds' monthly returns correlate at 0.99. They move almost in lockstep, so holding both mostly duplicates the same exposure.

Fees and Cost Over Time

UPRO charges 0.89% per year while VTI charges 0.03%. On a $10,000 position that is $89 vs $3 annually, a gap of $86 per year that compounds over a long holding period. On income, UPRO currently yields 0.37% against 1.07% for VTI.

Holdings Overlap

44.9%overlap

UPRO and VTI share 457 holdings out of 2830 unique holdings combined, representing a 44.9% weight overlap.

Moderate overlap means holding both could provide meaningful diversification benefits.

Top Shared Holdings

StockWeight in UPROWeight in VTIDifference
NVDA3.40%6.32%2.92%
AAPL3.29%5.84%2.55%
MSFT2.06%3.81%1.75%
AMZNProProPro
GOOGLProProPro
AVGOProProPro
GOOGProProPro
METAProProPro
MUProProPro
TSLAProProPro
See all 10 holdings UPRO shares with VTI
Exact weights in each fund and the difference, for every overlapping position.
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Frequently Asked Questions

Which is cheaper, UPRO or VTI?

UPRO has an expense ratio of 0.89% while VTI charges 0.03%. VTI is the cheaper option. On a $10,000 investment, that is $86 per year of difference.

Which performed better, UPRO or VTI?

Over the past year UPRO returned +44.86% vs +19.82% for VTI, so UPRO leads on 1-year performance. Over the longest common window we track (17 years), UPRO annualized +32.20% vs +7.99% for VTI. Past performance does not guarantee future results.

Which is riskier, UPRO or VTI?

UPRO has been the more volatile fund at 44.6% annualized versus 15.4% for VTI. Worst drawdown: UPRO -76.8% vs VTI -56.6%.

Should I hold both UPRO and VTI?

UPRO and VTI have a monthly-return correlation of 0.99, so they move almost identically. Holding both adds little diversification - most investors pick one, usually on fees or the specific index tracked.

What is the holdings overlap between UPRO and VTI?

UPRO and VTI share 457 common holdings with a 44.9% weight overlap. Combined, they hold 2830 unique securities.

Which pays a higher dividend, UPRO or VTI?

UPRO yields 0.37% while VTI yields 1.07%, so VTI currently pays the higher dividend yield.

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