Screener
IGHG vs UBT
ProShares Investment Grade—Interest Rate Hedged vs ProShares Ultra 20+ Year Treasury
Key differences
Both IGHG and UBT are fixed income ETFs. IGHG charges 0.30% a year and UBT 0.95%. The main difference: IGHG follows a tactical allocation strategy; UBT uses leveraged.
- IGHG follows a tactical allocation strategy; UBT uses leveraged.
- IGHG costs 0.65% less per year.
- IGHG is much larger than UBT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, IGHG has delivered higher annualized returns.
Side-by-side comparison
| IGHG | UBT | |
|---|---|---|
| Annual cost (TER) | 0.30% | 0.95% |
| Fund size (AUM) | $309M | $64M |
| Since | 2013 | 2010 |
| Dividend yield | 5.09% | 3.98% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | tactical allocation | leveraged |
| CAGR 1Y | +6.1% | +2.1% |
| CAGR 3Y | +8.6% | -9.5% |
| CAGR 5Y | +5.3% | -17.8% |
| Sharpe 3Y | 1.19 | -0.36 |
| Volatility 1Y | 3.41% | 19.22% |
| Max drawdown | -25.16% | -78.90% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.