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SZK vs SSO

ProShares UltraShort Consumer Staples vs ProShares Ultra S&P500

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

SSO

ProShares Ultra S&P500

ProShares

Annual cost

0.87%

Fund size

$7.3B

Key differences

  • SSO costs 0.08% less per year.
  • SSO is significantly larger than SZK — larger funds tend to be more liquid and less likely to close.
  • SZK follows a inverse strategy; SSO uses leveraged.
  • Over the last 3 years, SSO has delivered higher annualized returns.

Side-by-side comparison

SZKSSO
Annual cost (TER)0.95%0.87%
Fund size (AUM)$5M$7.3B
Since20072006
Dividend yield2.80%0.68%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-6.1%+60.1%
CAGR 3Y-4.4%+39.1%
CAGR 5Y-5.9%+20.7%
Sharpe 3Y-0.211.15
Volatility 1Y24.93%23.92%
Max drawdown-86.79%-59.34%

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

Similar to SZK and SSO