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DUG vs SPXE
ProShares UltraShort Energy ETF vs ProShares S&P 500 ex-Energy ETF
Key differences
- SPXE costs 0.86% less per year.
- SPXE is significantly larger than DUG — larger funds tend to be more liquid and less likely to close.
- DUG follows a inverse strategy; SPXE uses index tracking.
- Over the last 3 years, SPXE has delivered higher annualized returns.
- DUG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| DUG | SPXE | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.09% |
| Fund size (AUM) | $18M | $80M |
| Since | 2007 | 2015 |
| Dividend yield | 5.09% | 0.96% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | inverse | index tracking |
| CAGR 1Y | -52.2% | +30.6% |
| CAGR 3Y | -27.2% | +23.3% |
| CAGR 5Y | -39.2% | +14.1% |
| Sharpe 3Y | -0.61 | 1.23 |
| Volatility 1Y | 40.83% | 12.58% |
| Max drawdown | -99.46% | -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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