Invesco Ltd. vs ProShares UltraPro S&P500 — how do they compare? Invesco Ltd. trades at $29.68 (market cap $13.15B), while ProShares UltraPro S&P500 trades at $141.79. The key difference: Invesco Ltd. pays a 2.9% dividend while ProShares UltraPro S&P500 pays none. Which is the better fit depends on your goals.
| IVZ | UPRO | |
|---|---|---|
Market Cap | $13.15B | — |
Sector | Financials | Leveraged / Inverse |
52-Week High | $30.30 | $150.93 |
52-Week Low | $20.20 | $89.29 |
Enterprise Value | $23.39B | — |
Dividend Yield | 2.9% | — |
Trailing returns across standard periods
Invesco provides investment-management services to retail (65% of managed assets) and institutional (35%) clients. At the end of August 2022, the firm had $1.416 trillion in assets under management spread among its equity (47% of AUM), balanced (5%), fixed-income (22%), alternative investment (14%), and money market (12%) operations. Passive products account for 32% of Invesco's total AUM, including 56% of the company's equity operations and 13% of its fixed-income platform. Invesco's U.S. retail business is one of the 10 largest nonproprietary fund complexes in the country. The firm also has a meaningful presence outside the U.S., with close to one third of its AUM sourced from Canada (2%), the U.K. (4%), continental Europe (11%), and Asia (15%).
Read more on IVZ →UPRO is a leveraged ETF that seeks daily investment results, before fees and expenses, that correspond to three times (3x) the daily performance of the S&P 500 Index. It is a tactical, high-conviction instrument designed for short-term traders to amplify bullish market moves, utilizing a daily reset mechanism that creates significant compounding effects and volatility risks over time.
Read more on UPRO →