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SDP vs UXI

ProShares UltraShort Utilities vs ProShares Ultra Industrials

SDP

ProShares UltraShort Utilities

ProShares

Annual cost

0.95%

Fund size

$5M

UXI

ProShares Ultra Industrials

ProShares

Annual cost

0.95%

Fund size

$32M

Key differences

  • UXI is significantly larger than SDP — larger funds tend to be more liquid and less likely to close.
  • SDP follows a inverse strategy; UXI uses leveraged.
  • Over the last 3 years, UXI has delivered higher annualized returns.

Side-by-side comparison

SDPUXI
Annual cost (TER)0.95%0.95%
Fund size (AUM)$5M$32M
Since20072007
Dividend yield5.22%0.66%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-20.1%+44.7%
CAGR 3Y-20.1%+36.0%
CAGR 5Y-17.5%+12.9%
Sharpe 3Y-0.640.99
Volatility 1Y28.45%31.02%
Max drawdown-92.43%-66.48%

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

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