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SCC vs UPW

ProShares UltraShort Consumer Discretionary vs ProShares Ultra Utilities

SCC

ProShares UltraShort Consumer Discretionary

Annual cost

0.95%

Fund size

$6M

UPW

ProShares Ultra Utilities

Annual cost

0.95%

Fund size

$19M

Key differences

Both SCC and UPW are equity ETFs. SCC charges 0.95% a year and UPW 0.95%. The main difference: SCC follows a inverse strategy; UPW uses leveraged.

  • SCC follows a inverse strategy; UPW uses leveraged.
  • UPW is much larger than SCC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, UPW has delivered higher annualized returns.

Side-by-side comparison

SCCUPW
Annual cost (TER)0.95%0.95%
Fund size (AUM)$6M$19M
Since20072007
Dividend yield4.86%1.51%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-18.2%+13.4%
CAGR 3Y-26.1%+18.0%
CAGR 5Y-15.2%+9.7%
Sharpe 3Y-0.610.56
Volatility 1Y36.17%29.20%
Max drawdown-95.55%-62.67%

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

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