Screener
SMN vs UGE
ProShares UltraShort Materials vs ProShares Ultra Consumer Staples
Key differences
Both SMN and UGE are equity ETFs. SMN charges 0.95% a year and UGE 0.95%. The main difference: SMN follows a inverse strategy; UGE uses leveraged.
- SMN follows a inverse strategy; UGE uses leveraged.
- UGE is much larger than SMN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UGE has delivered higher annualized returns.
Side-by-side comparison
| SMN | UGE | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.95% |
| Fund size (AUM) | $3M | $12M |
| Since | 2007 | 2007 |
| Dividend yield | 4.53% | 2.18% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | inverse | leveraged |
| CAGR 1Y | -24.6% | +1.7% |
| CAGR 3Y | -17.3% | +6.2% |
| CAGR 5Y | -12.9% | -2.4% |
| Sharpe 3Y | -0.48 | 0.22 |
| Volatility 1Y | 34.16% | 25.01% |
| Max drawdown | -95.39% | -57.14% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.