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SH vs SZK

ProShares Short S&P500 vs ProShares UltraShort Consumer Staples

SH

ProShares Short S&P500

ProShares

Annual cost

0.89%

Fund size

$1.2B

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

Key differences

  • SH costs 0.06% less per year.
  • SH is significantly larger than SZK — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SZK has delivered higher annualized returns.

Side-by-side comparison

SHSZK
Annual cost (TER)0.89%0.95%
Fund size (AUM)$1.2B$5M
Since20062007
Dividend yield4.32%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseinverse
CAGR 1Y-19.2%-6.1%
CAGR 3Y-13.5%-4.4%
CAGR 5Y-9.5%-5.9%
Sharpe 3Y-1.15-0.21
Volatility 1Y11.96%24.93%
Max drawdown-75.87%-86.79%

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

Similar to SH and SZK