Screener
SPXE vs DUG
ProShares S&P 500 ex-Energy ETF vs ProShares UltraShort Energy ETF
Key differences
- SPXE costs 0.86% less per year.
- SPXE is significantly larger than DUG — larger funds tend to be more liquid and less likely to close.
- SPXE follows a index tracking strategy; DUG uses inverse.
- Over the last 3 years, SPXE has delivered higher annualized returns.
- DUG has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| SPXE | DUG | |
|---|---|---|
| Annual cost (TER) | 0.09% | 0.95% |
| Fund size (AUM) | $80M | $18M |
| Since | 2015 | 2007 |
| Dividend yield | 0.96% | 5.09% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | inverse |
| CAGR 1Y | +30.6% | -52.2% |
| CAGR 3Y | +23.3% | -27.2% |
| CAGR 5Y | +14.1% | -39.2% |
| Sharpe 3Y | 1.23 | -0.61 |
| Volatility 1Y | 12.58% | 40.83% |
| Max drawdown | -32.27% | -99.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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