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IEDI vs UGE
iShares U.S. Consumer Focused ETF vs ProShares Ultra Consumer Staples
Key differences
- IEDI costs 0.77% less per year.
- IEDI follows a index tracking strategy; UGE uses leveraged.
- Over the last 3 years, IEDI has delivered higher annualized returns.
- UGE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IEDI | UGE | |
|---|---|---|
| Annual cost (TER) | 0.18% | 0.95% |
| Fund size (AUM) | $28M | $13M |
| Since | 2018 | 2007 |
| Dividend yield | 0.94% | 2.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | leveraged |
| CAGR 1Y | +4.0% | +5.4% |
| CAGR 3Y | +13.6% | +4.3% |
| CAGR 5Y | +6.3% | -0.8% |
| Sharpe 3Y | 0.69 | 0.15 |
| Volatility 1Y | 13.47% | 24.62% |
| Max drawdown | -30.60% | -57.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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