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SDS vs UGE

ProShares UltraShort S&P500 vs ProShares Ultra Consumer Staples

SDS

ProShares UltraShort S&P500

ProShares

Annual cost

0.91%

Fund size

$443M

UGE

ProShares Ultra Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$13M

Key differences

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

Side-by-side comparison

SDSUGE
Annual cost (TER)0.91%0.95%
Fund size (AUM)$443M$13M
Since20062007
Dividend yield5.29%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-37.7%+5.1%
CAGR 3Y-29.6%+4.3%
CAGR 5Y-22.8%-0.5%
Sharpe 3Y-1.160.15
Volatility 1Y23.88%24.80%
Max drawdown-96.42%-57.14%

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

Similar to SDS and UGE