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SZK vs UPRO

ProShares UltraShort Consumer Staples vs ProShares UltraPro S&P500

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

UPRO

ProShares UltraPro S&P500

ProShares

Annual cost

0.89%

Fund size

$4.7B

Key differences

  • UPRO costs 0.06% less per year.
  • UPRO is significantly larger than SZK — larger funds tend to be more liquid and less likely to close.
  • SZK is classified as equity, while UPRO is cryptocurrency — different risk/return profiles.
  • SZK follows a inverse strategy; UPRO uses leveraged.
  • Over the last 3 years, UPRO has delivered higher annualized returns.

Side-by-side comparison

SZKUPRO
Annual cost (TER)0.95%0.89%
Fund size (AUM)$5M$4.7B
Since20072009
Dividend yield2.80%0.78%
Asset classequitycryptocurrency
Regionnorth america
Strategyinverseleveraged
CAGR 1Y-6.1%+94.0%
CAGR 3Y-4.4%+54.9%
CAGR 5Y-5.9%+24.8%
Sharpe 3Y-0.211.13
Volatility 1Y24.93%35.82%
Max drawdown-86.79%-76.82%

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

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