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SZK vs UXI

ProShares UltraShort Consumer Staples vs ProShares Ultra Industrials

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

UXI

ProShares Ultra Industrials

ProShares

Annual cost

0.95%

Fund size

$32M

Key differences

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

Side-by-side comparison

SZKUXI
Annual cost (TER)0.95%0.95%
Fund size (AUM)$5M$32M
Since20072007
Dividend yield2.80%0.66%
Asset classequityequity
Regionnorth americanorth america
Strategyinverseleveraged
CAGR 1Y-6.2%+39.3%
CAGR 3Y-4.2%+35.1%
CAGR 5Y-5.5%+11.4%
Sharpe 3Y-0.200.97
Volatility 1Y24.61%30.89%
Max drawdown-86.79%-66.48%

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

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