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SZK vs SPXU

ProShares UltraShort Consumer Staples vs ProShares UltraPro Short S&P500

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

SPXU

ProShares UltraPro Short S&P500

ProShares

Annual cost

0.90%

Fund size

$562M

Key differences

  • SPXU is significantly larger than SZK — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SZK has delivered higher annualized returns.

Side-by-side comparison

SZKSPXU
Annual cost (TER)0.95%0.90%
Fund size (AUM)$5M$562M
Since20072009
Dividend yield2.80%6.87%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseinverse
CAGR 1Y-6.1%-52.5%
CAGR 3Y-4.4%-43.9%
CAGR 5Y-5.9%-35.8%
Sharpe 3Y-0.21-1.17
Volatility 1Y24.93%35.84%
Max drawdown-86.79%-99.61%

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

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