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DIG vs SPXE

ProShares Ultra Energy vs ProShares S&P 500 ex-Energy ETF

DIG

ProShares Ultra Energy

ProShares

Annual cost

0.95%

Fund size

$85M

SPXE

ProShares S&P 500 ex-Energy ETF

ProShares

Annual cost

0.09%

Fund size

$80M

Key differences

  • SPXE costs 0.86% less per year.
  • DIG follows a leveraged strategy; SPXE uses index tracking.
  • Over the last 3 years, SPXE has delivered higher annualized returns.
  • DIG has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

DIGSPXE
Annual cost (TER)0.95%0.09%
Fund size (AUM)$85M$80M
Since20072015
Dividend yield1.43%0.96%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedindex tracking
CAGR 1Y+85.7%+30.6%
CAGR 3Y+21.1%+23.3%
CAGR 5Y+30.1%+14.1%
Sharpe 3Y0.581.23
Volatility 1Y40.85%12.58%
Max drawdown-92.53%-32.27%

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

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