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SDP vs UGE

ProShares UltraShort Utilities vs ProShares Ultra Consumer Staples

SDP

ProShares UltraShort Utilities

Annual cost

0.95%

Fund size

$4M

UGE

ProShares Ultra Consumer Staples

Annual cost

0.95%

Fund size

$12M

Key differences

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

  • SDP follows a inverse strategy; UGE uses leveraged.
  • Over the last three years, UGE has delivered higher annualized returns.

Side-by-side comparison

SDPUGE
Annual cost (TER)0.95%0.95%
Fund size (AUM)$4M$12M
Since20072007
Dividend yield5.39%2.18%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-14.8%+1.7%
CAGR 3Y-19.7%+6.2%
CAGR 5Y-16.5%-2.4%
Sharpe 3Y-0.620.22
Volatility 1Y29.28%25.01%
Max drawdown-92.43%-57.14%

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

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