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SZK vs UGE

ProShares UltraShort Consumer Staples vs ProShares Ultra Consumer Staples

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

UGE

ProShares Ultra Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$13M

Key differences

  • SZK follows a inverse strategy; UGE uses leveraged.
  • Over the last 3 years, UGE has delivered higher annualized returns.

Side-by-side comparison

SZKUGE
Annual cost (TER)0.95%0.95%
Fund size (AUM)$5M$13M
Since20072007
Dividend yield2.80%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-6.2%+5.4%
CAGR 3Y-4.2%+4.3%
CAGR 5Y-5.5%-0.8%
Sharpe 3Y-0.200.15
Volatility 1Y24.61%24.62%
Max drawdown-86.79%-57.14%

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

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