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SPXU vs TBT

ProShares UltraPro Short S&P500 vs ProShares UltraShort 20+ Year Treasury

SPXU

ProShares UltraPro Short S&P500

Annual cost

0.90%

Fund size

$463M

TBT

ProShares UltraShort 20+ Year Treasury

Annual cost

0.93%

Fund size

$333M

Key differences

SPXU is an equity ETF, while TBT is a fixed income ETF. SPXU charges 0.90% a year and TBT 0.93%.

  • SPXU is an equity fund, while TBT is a fixed income fund. They carry different risk/return profiles.
  • Over the last three years, TBT has delivered higher annualized returns.

Side-by-side comparison

SPXUTBT
Annual cost (TER)0.90%0.93%
Fund size (AUM)$463M$333M
Since20092008
Dividend yield7.96%2.90%
Asset classequityfixed income
Regionnorth americanorth america
Strategyinverseinverse
CAGR 1Y-46.8%+2.5%
CAGR 3Y-42.7%+12.0%
CAGR 5Y-34.4%+15.4%
Sharpe 3Y-1.120.42
Volatility 1Y36.23%19.58%
Max drawdown-99.63%-65.09%

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

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