UPW ranks 20th and WX 37th of 95 funds in the Leveraged Long (2x & Other) Category.
UPW vs WX
WX −0.75pt a year
0.95%0.20%
UPW 68.7×the volume
19.6K285
UPW vs WX Performance
−5.0%−3.2%
- UPW 0.95%
- WX 0.20%, better
- UPW $13M
- WX $1M
- UPW −7.7%
- WX
- UPW 1.77%
- WX
- UPW 32
- WX 1
- UPW 19.6K sh, better
- WX 285 sh
- UPW $21.49
- WX $22.96
ETF.net Grade
| Pillar | UPW | WX |
|---|---|---|
| Cost | C51 | A100Higher |
| Mission | ||
| Risk | B62 | A71Higher |
| Tradability | B57Higher | D31 |
| Holdings | B69 | |
| Durability | B65Higher | F23 |
Rank among Leveraged Long (2x & Other) funds
Same Category. UPW and WX are both graded against the same 95 Leveraged Long (2x & Other) funds, so their Grades compare head to head.
Our read on each fund
UPWB
WXC
In short
UPW Utilities are the market's sleepy defensive corner. UPW is the only ETF that bolts 2x daily leverage onto them, and it has been running that trade since 2007.
Stated mandate
UPW The fund seeks daily investment results, before fees and expenses, equal to two times the daily performance of the S&P Utilities Select Sector SM Index.
Why people hold it
Worth knowing
UPW vs WX Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
UPW vs WX Cost
Overpaying UPW vs WX
$13,714
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
UPW 0.95%
$17,869
WX 0.20%
$4,155
Cost over time
Year by year
| Year | UPW | WX | Overpaying |
|---|---|---|---|
| 10 | $1,678 | $365 | $1,313 |
| 20 | $6,322 | $1,421 | $4,901 |
| 30 | $17,869 | $4,155 | $13,714 |
- 0.95%UPW
- 0.20%WX, cheaper
- Middle half of Leveraged Long (2x & Other) funds
- Median 0.95%
WX cheapest of 95 funds
UPW 32nd cheapest of 95 funds
UPW vs WX Dividends
- UPW 1.77%
- WX
- UPW $0.38
- WX None
- UPW $0.13
- WX
- UPW Sep 23, 2026
- WX
- UPW Sep 29, 2026
- WX
- UPW Quarterly
- WX
Distribution history
UPW vs WX Risk
Fall from peak · 5 years
Risk facts
- Volatility
- UPW 32.0%WX
- Return per unit of risk
- UPW 0.69WX
- Worst fall
- UPW −50.6%WX
- Market sensitivity
- UPW 0.80WX 2.76
Popular comparisons
- 0.95% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.20% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.95% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.20% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.95% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.20% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.