UXI vs UYG

UXIBProShares Ultra Industrials

UYGAProShares Ultra Financials

In short

UXI Industrials dialed to 2x: aerospace, railroads, machinery and logistics, reset every day. Trading since 2007, it is the moderate-leverage way to lean on the factory-floor economy.

UYG Listed in January 2007, a year before the banking crash, UYG targets 2x the daily move of the financial stocks in the S&P 500. A veteran of the leveraged shelf, priced at 0.93% with no fee waiver propping that number up.

Stated mandate

UXI The fund targets two times the daily performance of the S&P Industrials Select Sector Index.

UYG UYG seeks pre-expense daily results equal to 2x the daily performance of the S&P Financial Select Sector Index. It is designed to provide magnified financials-sector exposure on a daily basis.

Why people hold it

• UXI Targets two times the daily move of the S&P Industrials Select Sector Index, about 80 industrial names from the S&P 500. No detour into a niche index to get the leverage.proshares.com
• 0.95% a year, net of a waiver through September 30, 2027 (1.32% gross). That sits near the typical leveraged-bull fee and matches ProShares' own Ultra Dow30 (DDM, 0.95%).
• Listed in 2007, so the daily-reset machinery has run through the financial crisis, the 2020 crash and the recoveries after. One of the stronger builds in its leveraged peer group.
• 2x is the gentler setting in this corner: the other route to leveraged industrials is a 3x fund, where daily compounding bites harder. Distributions come quarterly.direxion.com

• UYG One of the originals: on the tape since January 30, 2007, still running the same mandate of 2x the daily performance of the S&P Financial Select Sector Index.proshares.com
• At 0.93% with no waiver doing the work, it sits near the median fee of its leveraged peer group and level with sibling ROM (0.93%). QLD is 0.89%, but net of a waiver through September 30, 2027.
• The whole sector in one ticker: banks, insurers and capital-markets firms from the S&P 500, roughly 80 names, geared daily.proshares.com
• Stands in the top tier of the leveraged bull funds we grade, a group of close to a hundred tickers.

Worth knowing

• UXI The 2x goal resets each day. Hold longer than a day and results can drift well away from 2x the index, especially in choppy markets. It is built as a short-horizon tool.proshares.com
• A small fund that trades thinly next to the headline leveraged products, so spreads can widen and add to the cost of getting in and out.
• One cyclical sector, doubled. Industrials swing with the economy, and the 2x multiple magnifies down days exactly as it magnifies up ones.

• UYG The 2x target is a one-day target and resets each day. Over longer holds the result comes from compounding daily moves, and in choppy markets that can land well off twice the index's return for the period.proshares.com
• One sector, doubled. Financials move with rates, credit conditions and deal flow, and UYG amplifies that daily swing in both directions.
• It changes hands less than the headline leveraged funds, so the spread is worth a look before you place an order.

Full UXI profile⁠

Full UYG profile⁠