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DIG vs IYE

ProShares Ultra Energy vs iShares U.S. Energy ETF

DIG

ProShares Ultra Energy

ProShares

Annual cost

0.95%

Fund size

$85M

IYE

iShares U.S. Energy ETF

iShares

Annual cost

0.38%

Fund size

$1.8B

Key differences

  • IYE costs 0.57% less per year.
  • IYE is significantly larger than DIG — larger funds tend to be more liquid and less likely to close.
  • DIG follows a leveraged strategy; IYE uses index tracking.
  • Over the last 3 years, DIG has delivered higher annualized returns.
  • IYE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIGIYE
Annual cost (TER)0.95%0.38%
Fund size (AUM)$85M$1.8B
Since20072000
Dividend yield1.43%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedindex tracking
CAGR 1Y+85.7%+42.5%
CAGR 3Y+21.1%+16.1%
CAGR 5Y+30.1%+20.4%
Sharpe 3Y0.580.64
Volatility 1Y40.85%19.95%
Max drawdown-92.53%-68.59%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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