Screener
SDP vs XLU
ProShares UltraShort Utilities vs State Street Utilities Select Sector SPDR ETF
Key differences
- XLU costs 0.87% less per year.
- XLU is significantly larger than SDP — larger funds tend to be more liquid and less likely to close.
- SDP follows a inverse strategy; XLU uses index tracking.
- Over the last 3 years, XLU has delivered higher annualized returns.
- XLU has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SDP | XLU | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.08% |
| Fund size (AUM) | $5M | $24.1B |
| Since | 2007 | 1998 |
| Dividend yield | 5.22% | 2.54% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | inverse | index tracking |
| CAGR 1Y | -20.1% | +14.5% |
| CAGR 3Y | -20.1% | +14.4% |
| CAGR 5Y | -17.5% | +10.0% |
| Sharpe 3Y | -0.64 | 0.69 |
| Volatility 1Y | 28.45% | 14.21% |
| Max drawdown | -92.43% | -36.07% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to SDP and XLU
Explore further