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SRTY vs UWM

ProShares UltraPro Short Russell2000 vs ProShares Ultra Russell2000

SRTY

ProShares UltraPro Short Russell2000

ProShares

Annual cost

0.95%

Fund size

$81M

UWM

ProShares Ultra Russell2000

ProShares

Annual cost

0.95%

Fund size

$248M

Key differences

  • UWM is significantly larger than SRTY — larger funds tend to be more liquid and less likely to close.
  • SRTY follows a inverse strategy; UWM uses leveraged.
  • Over the last 3 years, UWM has delivered higher annualized returns.

Side-by-side comparison

SRTYUWM
Annual cost (TER)0.95%0.95%
Fund size (AUM)$81M$248M
Since20102007
Dividend yield8.23%0.83%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-69.7%+91.3%
CAGR 3Y-47.5%+28.5%
CAGR 5Y-33.0%+3.8%
Sharpe 3Y-0.750.72
Volatility 1Y57.50%38.22%
Max drawdown-99.74%-71.46%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

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