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IYK vs UGE
iShares US Consumer Staples ETF vs ProShares Ultra Consumer Staples
Key differences
- IYK costs 0.57% less per year.
- IYK is significantly larger than UGE — larger funds tend to be more liquid and less likely to close.
- IYK follows a index tracking strategy; UGE uses leveraged.
- IYK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| IYK | UGE | |
|---|---|---|
| Annual cost (TER) | 0.38% | 0.95% |
| Fund size (AUM) | $1.4B | $13M |
| Since | 2000 | 2007 |
| Dividend yield | 2.63% | 2.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | leveraged |
| CAGR 1Y | +6.1% | +5.4% |
| CAGR 3Y | +5.0% | +4.3% |
| CAGR 5Y | +6.7% | -0.8% |
| Sharpe 3Y | 0.17 | 0.15 |
| Volatility 1Y | 11.91% | 24.62% |
| Max drawdown | -33.19% | -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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