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EFU vs EFO

ProShares UltraShort MSCI EAFE vs ProShares Ultra MSCI EAFE

EFU

ProShares UltraShort MSCI EAFE

ProShares

Annual cost

0.95%

Fund size

$0.9M

EFO

ProShares Ultra MSCI EAFE

ProShares

Annual cost

0.95%

Fund size

$30M

Key differences

  • EFO is significantly larger than EFU — larger funds tend to be more liquid and less likely to close.
  • EFU covers global ex us markets; EFO covers europe.
  • EFU follows a inverse strategy; EFO uses leveraged.
  • Over the last 3 years, EFO has delivered higher annualized returns.

Side-by-side comparison

EFUEFO
Annual cost (TER)0.95%0.95%
Fund size (AUM)$0.9M$30M
Since20072009
Dividend yield5.18%1.58%
Asset classequityequity
Regionglobal ex useurope
Strategyinverseleveraged
CAGR 1Y-32.6%+39.8%
CAGR 3Y-23.4%+22.7%
CAGR 5Y-16.5%+9.0%
Sharpe 3Y-0.820.71
Volatility 1Y31.13%30.85%
Max drawdown-90.41%-63.52%

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

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