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IYJ vs UXI

iShares U.S. Industrials ETF vs ProShares Ultra Industrials

IYJ

iShares U.S. Industrials ETF

iShares

Annual cost

0.38%

Fund size

$2.0B

UXI

ProShares Ultra Industrials

ProShares

Annual cost

0.95%

Fund size

$32M

Key differences

  • IYJ costs 0.57% less per year.
  • IYJ is significantly larger than UXI — larger funds tend to be more liquid and less likely to close.
  • IYJ follows a index tracking strategy; UXI uses leveraged.
  • Over the last 3 years, UXI has delivered higher annualized returns.
  • IYJ has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

IYJUXI
Annual cost (TER)0.38%0.95%
Fund size (AUM)$2.0B$32M
Since20002007
Dividend yield0.77%0.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingleveraged
CAGR 1Y+15.0%+39.3%
CAGR 3Y+17.6%+35.1%
CAGR 5Y+8.1%+11.4%
Sharpe 3Y0.860.97
Volatility 1Y15.10%30.89%
Max drawdown-40.20%-66.48%

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

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