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SDP vs JXI

ProShares UltraShort Utilities vs iShares Global Utilities ETF

SDP

ProShares UltraShort Utilities

ProShares

Annual cost

0.95%

Fund size

$5M

JXI

iShares Global Utilities ETF

iShares

Annual cost

0.39%

Fund size

$337M

Key differences

  • JXI costs 0.56% less per year.
  • JXI is significantly larger than SDP — larger funds tend to be more liquid and less likely to close.
  • SDP covers north america markets; JXI covers global.
  • SDP follows a inverse strategy; JXI uses index tracking.
  • Over the last 3 years, JXI has delivered higher annualized returns.

Side-by-side comparison

SDPJXI
Annual cost (TER)0.95%0.39%
Fund size (AUM)$5M$337M
Since20072006
Dividend yield5.22%2.27%
Asset classequityequity
Regionnorth americaglobal
Strategyinverseindex tracking
CAGR 1Y-20.1%+19.8%
CAGR 3Y-20.1%+15.7%
CAGR 5Y-17.5%+9.8%
Sharpe 3Y-0.640.84
Volatility 1Y28.45%12.69%
Max drawdown-92.43%-34.20%

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

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