Proshares Sp 500 Etf Profile
| SPXE Etf | USD 64.46 0.27 0.42% |
Performance10 of 100
| Odds Of DistressLess than 9
|
ProShares is trading at 64.46 as of the 28th of November 2024, a 0.42 percent decrease since the beginning of the trading day. The etf's lowest day price was 64.39. ProShares has less than a 9 % chance of experiencing financial distress in the next few years and had a ok performance during the last 90 days. Equity ratings for ProShares SP 500 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 9th of December 2022 and ending today, the 28th of November 2024. Click here to learn more.
Under normal circumstances, the fund will invest at least 80 percent of its total assets in component securities. SP 500 is traded on NYSEARCA Exchange in the United States. More on ProShares SP 500
Moving together with ProShares Etf
| 1.0 | VTI | Vanguard Total Stock | PairCorr |
| 1.0 | SPY | SPDR SP 500 Aggressive Push | PairCorr |
| 1.0 | IVV | iShares Core SP | PairCorr |
| 0.95 | VIG | Vanguard Dividend | PairCorr |
| 1.0 | VV | Vanguard Large Cap | PairCorr |
| 0.97 | RSP | Invesco SP 500 Sell-off Trend | PairCorr |
Moving against ProShares Etf
ProShares Etf Highlights
| Thematic Ideas | (View all Themes) |
| Business Concentration | Size And Style ETFs, Large Cap ETFs, Energy, Large Blend, ProShares (View all Sectors) |
| Issuer | ProShares |
| Inception Date | 2015-09-22 |
| Benchmark | S&P 500 Ex-Energy Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 58.87 Million |
| Average Trading Valume | 1,796.3 |
| Asset Type | Equity |
| Category | Size and Style |
| Focus | Large Cap |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | J.P. Morgan Investor Services Co. |
| Advisor | ProShare Advisors LLC |
| Custodian | JPMorgan Chase Bank, N.A. |
| Distributor | SEI Investments Distribution Co. |
| Portfolio Manager | Michael Neches, Devin Sullivan |
| Transfer Agent | JPMorgan Chase Bank, N.A. |
| Fiscal Year End | 31-May |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 498 |
| Market Maker | Susquehanna |
| Total Expense | 0.13 |
| Management Fee | 0.13 |
| Country Name | USA |
| Returns Y T D | 28.23 |
| Name | ProShares SP 500 ex-Energy ETF |
| Currency Code | USD |
| Open Figi | BBG00B2VZW69 |
| In Threey Volatility | 17.39 |
| 1y Volatility | 11.93 |
| 200 Day M A | 58.3253 |
| 50 Day M A | 62.4684 |
| Code | SPXE |
| Updated At | 27th of November 2024 |
| Currency Name | US Dollar |
ProShares SP 500 [SPXE] is traded in USA and was established 2015-09-22. The fund is listed under Large Blend category and is part of ProShares family. The entity is thematically classified as Size And Style ETFs. ProShares SP 500 at this time have 21.7 M in assets. , while the total return for the last 3 years was 10.5%.
Check ProShares Probability Of Bankruptcy
Geographic Allocation (%)
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on ProShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding ProShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as ProShares SP 500 Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top ProShares SP 500 Etf Constituents
| WFC | Wells Fargo | Stock | Financials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| V | Visa Class A | Stock | Financials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TSLA | Tesla Inc | Stock | Consumer Discretionary | |
| PG | Procter Gamble | Stock | Consumer Staples | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology |
ProShares SP 500 Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in ProShares. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Risk Adjusted Performance | 0.1152 | |||
| Jensen Alpha | 0.0058 | |||
| Total Risk Alpha | (0.02) | |||
| Sortino Ratio | (0.02) |
ProShares Against Markets
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in ProShares SP 500. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in interest. You can also try the Transaction History module to view history of all your transactions and understand their impact on performance.
The market value of ProShares SP 500 is measured differently than its book value, which is the value of ProShares that is recorded on the company's balance sheet. Investors also form their own opinion of ProShares' value that differs from its market value or its book value, called intrinsic value, which is ProShares' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because ProShares' market value can be influenced by many factors that don't directly affect ProShares' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between ProShares' value and its price as these two are different measures arrived at by different means. Investors typically determine if ProShares is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, ProShares' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.