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MAKX vs SH

ProShares S&P Kensho Smart Factories ETF vs ProShares Short S&P500

MAKX

ProShares S&P Kensho Smart Factories ETF

Annual cost

0.58%

Fund size

$5M

SH

ProShares Short S&P500

Annual cost

0.89%

Fund size

$981M

Key differences

Both MAKX and SH are equity ETFs. MAKX charges 0.58% a year and SH 0.89%. The main difference: MAKX follows a index tracking strategy; SH uses inverse.

  • MAKX follows a index tracking strategy; SH uses inverse.
  • MAKX costs 0.31% less per year.
  • SH is much larger than MAKX. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, MAKX has delivered higher annualized returns.
  • SH has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MAKXSH
Annual cost (TER)0.58%0.89%
Fund size (AUM)$5M$981M
Since20212006
Dividend yield0.10%4.52%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackinginverse
CAGR 1Y+70.0%-16.1%
CAGR 3Y+26.3%-12.8%
CAGR 5YN/A-8.8%
Sharpe 3Y0.86-1.10
Volatility 1Y30.00%12.09%
Max drawdown-40.27%-76.12%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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