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SZK vs KXI

ProShares UltraShort Consumer Staples vs iShares Global Consumer Staples ETF

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

KXI

iShares Global Consumer Staples ETF

iShares

Annual cost

0.39%

Fund size

$1.0B

Key differences

  • KXI costs 0.56% less per year.
  • KXI is significantly larger than SZK — larger funds tend to be more liquid and less likely to close.
  • SZK covers north america markets; KXI covers global.
  • SZK follows a inverse strategy; KXI uses index tracking.
  • Over the last 3 years, KXI has delivered higher annualized returns.

Side-by-side comparison

SZKKXI
Annual cost (TER)0.95%0.39%
Fund size (AUM)$5M$1.0B
Since20072006
Dividend yield2.80%2.16%
Asset classequityequity
Regionnorth americaglobal
Strategyinverseindex tracking
CAGR 1Y-6.2%+6.4%
CAGR 3Y-4.2%+5.6%
CAGR 5Y-5.5%+4.7%
Sharpe 3Y-0.200.23
Volatility 1Y24.61%11.57%
Max drawdown-86.79%-24.59%

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

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