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UBT vs UYG
ProShares Ultra 20+ Year Treasury vs ProShares Ultra Financials
Key differences
UBT is a fixed income ETF, while UYG is an equity ETF. UBT charges 0.95% a year and UYG 0.94%.
- UBT is a fixed income fund, while UYG is an equity fund. They carry different risk/return profiles.
- UYG is much larger than UBT. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UYG has delivered higher annualized returns.
Side-by-side comparison
| UBT | UYG | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.94% |
| Fund size (AUM) | $64M | $693M |
| Since | 2010 | 2007 |
| Dividend yield | 3.98% | 0.97% |
| Asset class | fixed income | equity |
| Region | north america | north america |
| Strategy | leveraged | leveraged |
| CAGR 1Y | +2.1% | +4.1% |
| CAGR 3Y | -9.5% | +29.3% |
| CAGR 5Y | -17.8% | +9.2% |
| Sharpe 3Y | -0.36 | 0.85 |
| Volatility 1Y | 19.22% | 29.38% |
| Max drawdown | -78.90% | -69.98% |
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