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SCC vs IEDI

ProShares UltraShort Consumer Discretionary vs iShares U.S. Consumer Focused ETF

SCC

ProShares UltraShort Consumer Discretionary

ProShares

Annual cost

0.95%

Fund size

$6M

IEDI

iShares U.S. Consumer Focused ETF

iShares

Annual cost

0.18%

Fund size

$28M

Key differences

  • IEDI costs 0.77% less per year.
  • IEDI is significantly larger than SCC — larger funds tend to be more liquid and less likely to close.
  • SCC follows a inverse strategy; IEDI uses index tracking.
  • Over the last 3 years, IEDI has delivered higher annualized returns.
  • SCC has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

SCCIEDI
Annual cost (TER)0.95%0.18%
Fund size (AUM)$6M$28M
Since20072018
Dividend yield4.67%0.94%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseindex tracking
CAGR 1Y-22.0%+4.0%
CAGR 3Y-28.7%+13.6%
CAGR 5Y-16.6%+6.3%
Sharpe 3Y-0.690.69
Volatility 1Y36.33%13.47%
Max drawdown-95.55%-30.60%

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

Similar to SCC and IEDI