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KXI vs SZK

iShares Global Consumer Staples ETF vs ProShares UltraShort Consumer Staples

KXI

iShares Global Consumer Staples ETF

iShares

Annual cost

0.39%

Fund size

$1.0B

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

Key differences

  • KXI costs 0.56% less per year.
  • KXI is significantly larger than SZK — larger funds tend to be more liquid and less likely to close.
  • KXI covers global markets; SZK covers north america.
  • KXI follows a index tracking strategy; SZK uses inverse.
  • Over the last 3 years, KXI has delivered higher annualized returns.

Side-by-side comparison

KXISZK
Annual cost (TER)0.39%0.95%
Fund size (AUM)$1.0B$5M
Since20062007
Dividend yield2.16%2.80%
Asset classequityequity
Regionglobalnorth america
Strategyindex trackinginverse
CAGR 1Y+6.4%-6.2%
CAGR 3Y+5.6%-4.2%
CAGR 5Y+4.7%-5.5%
Sharpe 3Y0.23-0.20
Volatility 1Y11.57%24.61%
Max drawdown-24.59%-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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