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KXI vs UGE
iShares Global Consumer Staples ETF vs ProShares Ultra Consumer Staples
Key differences
- KXI costs 0.56% less per year.
- KXI is significantly larger than UGE — larger funds tend to be more liquid and less likely to close.
- KXI covers global markets; UGE covers north america.
- KXI follows a index tracking strategy; UGE uses leveraged.
- Over the last 3 years, KXI has delivered higher annualized returns.
Side-by-side comparison
| KXI | UGE | |
|---|---|---|
| Annual cost (TER) | 0.39% | 0.95% |
| Fund size (AUM) | $1.0B | $13M |
| Since | 2006 | 2007 |
| Dividend yield | 2.16% | 2.10% |
| Asset class | equity | equity |
| Region | global | north america |
| Strategy | index tracking | leveraged |
| CAGR 1Y | +6.4% | +5.4% |
| CAGR 3Y | +5.6% | +4.3% |
| CAGR 5Y | +4.7% | -0.8% |
| Sharpe 3Y | 0.23 | 0.15 |
| Volatility 1Y | 11.57% | 24.62% |
| Max drawdown | -24.59% | -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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