Screener
SZK vs UPW
ProShares UltraShort Consumer Staples vs ProShares Ultra Utilities
Key differences
Both SZK and UPW are equity ETFs. SZK charges 0.95% a year and UPW 0.95%. The main difference: SZK follows a inverse strategy; UPW uses leveraged.
- SZK follows a inverse strategy; UPW uses leveraged.
- UPW is much larger than SZK. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UPW has delivered higher annualized returns.
Side-by-side comparison
| SZK | UPW | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.95% |
| Fund size (AUM) | $5M | $19M |
| Since | 2007 | 2007 |
| Dividend yield | 2.70% | 1.51% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | inverse | leveraged |
| CAGR 1Y | -3.3% | +13.4% |
| CAGR 3Y | -6.2% | +18.0% |
| CAGR 5Y | -4.0% | +9.7% |
| Sharpe 3Y | -0.29 | 0.56 |
| Volatility 1Y | 25.30% | 29.20% |
| Max drawdown | -86.79% | -62.67% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.