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SPXU vs UGE
ProShares UltraPro Short S&P500 vs ProShares Ultra Consumer Staples
Key differences
- SPXU is significantly larger than UGE — larger funds tend to be more liquid and less likely to close.
- SPXU follows a inverse strategy; UGE uses leveraged.
- Over the last 3 years, UGE has delivered higher annualized returns.
Side-by-side comparison
| SPXU | UGE | |
|---|---|---|
| Annual cost (TER) | 0.90% | 0.95% |
| Fund size (AUM) | $562M | $13M |
| Since | 2009 | 2007 |
| Dividend yield | 6.87% | 2.10% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | inverse | leveraged |
| CAGR 1Y | -52.5% | +5.1% |
| CAGR 3Y | -43.9% | +4.3% |
| CAGR 5Y | -35.8% | -0.5% |
| Sharpe 3Y | -1.17 | 0.15 |
| Volatility 1Y | 35.84% | 24.80% |
| Max drawdown | -99.61% | -57.14% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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