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SRS vs UYG

ProShares UltraShort Real Estate vs ProShares Ultra Financials

SRS

ProShares UltraShort Real Estate

Annual cost

0.95%

Fund size

$17M

UYG

ProShares Ultra Financials

Annual cost

0.94%

Fund size

$693M

Key differences

Both SRS and UYG are equity ETFs. SRS charges 0.95% a year and UYG 0.94%. The main difference: SRS follows a inverse strategy; UYG uses leveraged.

  • SRS follows a inverse strategy; UYG uses leveraged.
  • UYG is much larger than SRS. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, UYG has delivered higher annualized returns.

Side-by-side comparison

SRSUYG
Annual cost (TER)0.95%0.94%
Fund size (AUM)$17M$693M
Since20072007
Dividend yield3.74%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-11.2%+0.4%
CAGR 3Y-14.6%+30.0%
CAGR 5Y-6.7%+8.3%
Sharpe 3Y-0.400.87
Volatility 1Y27.57%29.32%
Max drawdown-85.82%-69.98%

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

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