Screener
UCC vs XRT
ProShares Ultra Consumer Discretionary vs State Street SPDR S&P Retail ETF
Key differences
Both UCC and XRT are equity ETFs. UCC charges 0.95% a year and XRT 0.35%. The main difference: UCC follows a leveraged strategy; XRT uses index tracking.
- UCC follows a leveraged strategy; XRT uses index tracking.
- XRT costs 0.60% less per year.
- XRT is much larger than UCC. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UCC has delivered higher annualized returns.
Side-by-side comparison
| UCC | XRT | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.35% |
| Fund size (AUM) | $12M | $693M |
| Since | 2007 | 2006 |
| Dividend yield | 1.09% | 0.82% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | index tracking |
| CAGR 1Y | +12.1% | +8.9% |
| CAGR 3Y | +19.6% | +15.2% |
| CAGR 5Y | -0.3% | -0.9% |
| Sharpe 3Y | 0.55 | 0.58 |
| Volatility 1Y | 36.04% | 20.39% |
| Max drawdown | -61.76% | -47.02% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.