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UCC vs IEDI
ProShares Ultra Consumer Discretionary vs iShares U.S. Consumer Focused ETF
Key differences
- IEDI costs 0.77% less per year.
- UCC follows a leveraged strategy; IEDI uses index tracking.
- Over the last 3 years, UCC has delivered higher annualized returns.
- UCC has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UCC | IEDI | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.18% |
| Fund size (AUM) | $14M | $28M |
| Since | 2007 | 2018 |
| Dividend yield | 1.14% | 0.94% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | index tracking |
| CAGR 1Y | +17.2% | +4.0% |
| CAGR 3Y | +23.7% | +13.6% |
| CAGR 5Y | +1.3% | +6.3% |
| Sharpe 3Y | 0.63 | 0.69 |
| Volatility 1Y | 36.21% | 13.47% |
| Max drawdown | -61.76% | -30.60% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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