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SJB vs UPW

ProShares Short High Yield vs ProShares Ultra Utilities

SJB

ProShares Short High Yield

Annual cost

0.95%

Fund size

$67M

UPW

ProShares Ultra Utilities

Annual cost

0.95%

Fund size

$19M

Key differences

SJB is a fixed income ETF, while UPW is an equity ETF. SJB charges 0.95% a year and UPW 0.95%.

  • SJB is a fixed income fund, while UPW is an equity fund. They carry different risk/return profiles.
  • SJB follows a inverse strategy; UPW uses leveraged.
  • SJB is much larger than UPW. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, UPW has delivered higher annualized returns.

Side-by-side comparison

SJBUPW
Annual cost (TER)0.95%0.95%
Fund size (AUM)$67M$19M
Since20112007
Dividend yield3.44%1.51%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-0.2%+13.4%
CAGR 3Y-2.0%+18.0%
CAGR 5Y-0.5%+9.7%
Sharpe 3Y-1.020.56
Volatility 1Y3.84%29.20%
Max drawdown-34.57%-62.67%

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

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