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TBT vs SH

ProShares UltraShort 20+ Year Treasury vs ProShares Short S&P500

TBT

ProShares UltraShort 20+ Year Treasury

Annual cost

0.93%

Fund size

$333M

SH

ProShares Short S&P500

Annual cost

0.89%

Fund size

$981M

Key differences

TBT is a fixed income ETF, while SH is an equity ETF. TBT charges 0.93% a year and SH 0.89%.

  • TBT is a fixed income fund, while SH is an equity fund. They carry different risk/return profiles.
  • Over the last three years, TBT has delivered higher annualized returns.

Side-by-side comparison

TBTSH
Annual cost (TER)0.93%0.89%
Fund size (AUM)$333M$981M
Since20082006
Dividend yield2.90%4.52%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyinverseinverse
CAGR 1Y+2.5%-16.1%
CAGR 3Y+12.0%-12.8%
CAGR 5Y+15.4%-8.8%
Sharpe 3Y0.42-1.10
Volatility 1Y19.58%12.09%
Max drawdown-65.09%-76.12%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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