Screener
IEDI vs SZK
iShares U.S. Consumer Focused ETF vs ProShares UltraShort Consumer Staples
Key differences
- IEDI costs 0.77% less per year.
- IEDI is significantly larger than SZK — larger funds tend to be more liquid and less likely to close.
- IEDI follows a index tracking strategy; SZK uses inverse.
- Over the last 3 years, IEDI has delivered higher annualized returns.
- SZK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IEDI | SZK | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.95% |
| Fund size (AUM) | $28M | $5M |
| Since | 2018 | 2007 |
| Dividend yield | 0.94% | 2.80% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | inverse |
| CAGR 1Y | +4.0% | -6.2% |
| CAGR 3Y | +13.6% | -4.2% |
| CAGR 5Y | +6.3% | -5.5% |
| Sharpe 3Y | 0.69 | -0.20 |
| Volatility 1Y | 13.47% | 24.61% |
| Max drawdown | -30.60% | -86.79% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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