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SDP vs UBT

ProShares UltraShort Utilities vs ProShares Ultra 20+ Year Treasury

SDP

ProShares UltraShort Utilities

Annual cost

0.95%

Fund size

$4M

UBT

ProShares Ultra 20+ Year Treasury

Annual cost

0.95%

Fund size

$64M

Key differences

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

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

Side-by-side comparison

SDPUBT
Annual cost (TER)0.95%0.95%
Fund size (AUM)$4M$64M
Since20072010
Dividend yield5.39%3.98%
Asset classequityfixed income
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-14.8%-0.4%
CAGR 3Y-19.7%-11.4%
CAGR 5Y-16.5%-17.9%
Sharpe 3Y-0.62-0.44
Volatility 1Y29.28%19.17%
Max drawdown-92.43%-78.90%

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

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