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EFZ vs UPV

ProShares Short MSCI EAFE vs ProShares Ultra FTSE Europe

EFZ

ProShares Short MSCI EAFE

ProShares

Annual cost

0.95%

Fund size

$16M

UPV

ProShares Ultra FTSE Europe

ProShares

Annual cost

0.95%

Fund size

$14M

Key differences

  • EFZ follows a inverse strategy; UPV uses leveraged.
  • Over the last 3 years, UPV has delivered higher annualized returns.

Side-by-side comparison

EFZUPV
Annual cost (TER)0.95%0.95%
Fund size (AUM)$16M$14M
Since20072010
Dividend yield3.97%2.14%
Asset classequityequity
Regionglobal ex us
Strategyinverseleveraged
CAGR 1Y-15.6%+34.9%
CAGR 3Y-9.5%+23.2%
CAGR 5Y-6.2%+9.8%
Sharpe 3Y-0.790.71
Volatility 1Y16.44%30.82%
Max drawdown-61.90%-67.25%

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

Similar to EFZ and UPV