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SDP vs TBT

ProShares UltraShort Utilities vs ProShares UltraShort 20+ Year Treasury

SDP

ProShares UltraShort Utilities

Annual cost

0.95%

Fund size

$4M

TBT

ProShares UltraShort 20+ Year Treasury

Annual cost

0.93%

Fund size

$333M

Key differences

SDP is an equity ETF, while TBT is a fixed income ETF. SDP charges 0.95% a year and TBT 0.93%.

  • SDP is an equity fund, while TBT is a fixed income fund. They carry different risk/return profiles.
  • TBT is much larger than SDP. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, TBT has delivered higher annualized returns.

Side-by-side comparison

SDPTBT
Annual cost (TER)0.95%0.93%
Fund size (AUM)$4M$333M
Since20072008
Dividend yield5.39%2.90%
Asset classequityfixed income
Regionnorth americanorth america
Strategyinverseinverse
CAGR 1Y-14.8%+2.5%
CAGR 3Y-19.7%+12.0%
CAGR 5Y-16.5%+15.4%
Sharpe 3Y-0.620.42
Volatility 1Y29.28%19.58%
Max drawdown-92.43%-65.09%

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

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