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PSCI vs UXI

Invesco S&P SmallCap Industrials ETF vs ProShares Ultra Industrials

PSCI

Invesco S&P SmallCap Industrials ETF

Invesco

Annual cost

0.29%

Fund size

$172M

UXI

ProShares Ultra Industrials

ProShares

Annual cost

0.95%

Fund size

$32M

Key differences

  • PSCI costs 0.66% less per year.
  • PSCI is significantly larger than UXI — larger funds tend to be more liquid and less likely to close.
  • PSCI follows a index tracking strategy; UXI uses leveraged.
  • Over the last 3 years, UXI has delivered higher annualized returns.

Side-by-side comparison

PSCIUXI
Annual cost (TER)0.29%0.95%
Fund size (AUM)$172M$32M
Since20102007
Dividend yield0.48%0.66%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingleveraged
CAGR 1Y+36.6%+39.3%
CAGR 3Y+22.3%+35.1%
CAGR 5Y+12.8%+11.4%
Sharpe 3Y0.850.97
Volatility 1Y21.28%30.89%
Max drawdown-45.55%-66.48%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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