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MAKX vs SPXE

ProShares S&P Kensho Smart Factories ETF vs ProShares S&P 500 ex-Energy ETF

MAKX

ProShares S&P Kensho Smart Factories ETF

Annual cost

0.58%

Fund size

$5M

SPXE

ProShares S&P 500 ex-Energy ETF

Annual cost

0.09%

Fund size

$84M

Key differences

Both MAKX and SPXE are equity ETFs. MAKX charges 0.58% a year and SPXE 0.09%. The main difference: SPXE costs 0.49% less per year.

  • SPXE costs 0.49% less per year.
  • SPXE 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.
  • SPXE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

MAKXSPXE
Annual cost (TER)0.58%0.09%
Fund size (AUM)$5M$84M
Since20212015
Dividend yield0.10%0.91%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingindex tracking
CAGR 1Y+70.0%+25.5%
CAGR 3Y+26.3%+22.3%
CAGR 5YN/A+13.2%
Sharpe 3Y0.861.17
Volatility 1Y30.00%12.66%
Max drawdown-40.27%-32.27%

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

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