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TBT vs SPXU

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

TBT

ProShares UltraShort 20+ Year Treasury

Annual cost

0.93%

Fund size

$333M

SPXU

ProShares UltraPro Short S&P500

Annual cost

0.90%

Fund size

$463M

Key differences

TBT is a fixed income ETF, while SPXU is an equity ETF. TBT charges 0.93% a year and SPXU 0.90%.

  • TBT is a fixed income fund, while SPXU 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

TBTSPXU
Annual cost (TER)0.93%0.90%
Fund size (AUM)$333M$463M
Since20082009
Dividend yield2.90%7.96%
Asset classfixed incomeequity
Regionnorth americanorth america
Strategyinverseinverse
CAGR 1Y+2.5%-46.8%
CAGR 3Y+12.0%-42.7%
CAGR 5Y+15.4%-34.4%
Sharpe 3Y0.42-1.12
Volatility 1Y19.58%36.23%
Max drawdown-65.09%-99.63%

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

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