Screener
FSTA vs UGE
Fidelity MSCI Consumer Staples Index ETF vs ProShares Ultra Consumer Staples
Key differences
Both FSTA and UGE are equity ETFs. FSTA charges 0.08% a year and UGE 0.95%. The main difference: FSTA follows a index tracking strategy; UGE uses leveraged.
- FSTA follows a index tracking strategy; UGE uses leveraged.
- FSTA costs 0.87% less per year.
- FSTA is much larger than UGE. Larger funds are usually more liquid and less likely to close.
- UGE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| FSTA | UGE | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.95% |
| Fund size (AUM) | $1.4B | $12M |
| Since | 2013 | 2007 |
| Dividend yield | 2.23% | 2.18% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | leveraged |
| CAGR 1Y | +7.7% | +8.3% |
| CAGR 3Y | +9.3% | +8.5% |
| CAGR 5Y | +6.8% | -1.3% |
| Sharpe 3Y | 0.50 | 0.31 |
| Volatility 1Y | 12.58% | 25.38% |
| Max drawdown | -25.13% | -57.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.