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SRS vs UYM

ProShares UltraShort Real Estate vs ProShares Ultra Materials

SRS

ProShares UltraShort Real Estate

Annual cost

0.95%

Fund size

$17M

UYM

ProShares Ultra Materials

Annual cost

0.95%

Fund size

$40M

Key differences

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

  • SRS follows a inverse strategy; UYM uses leveraged.
  • Over the last three years, UYM has delivered higher annualized returns.

Side-by-side comparison

SRSUYM
Annual cost (TER)0.95%0.95%
Fund size (AUM)$17M$40M
Since20072007
Dividend yield3.74%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-11.2%+24.1%
CAGR 3Y-14.6%+13.5%
CAGR 5Y-6.7%+1.6%
Sharpe 3Y-0.400.43
Volatility 1Y27.57%33.98%
Max drawdown-85.82%-73.31%

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

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