Screener
UGE vs IYK
ProShares Ultra Consumer Staples vs iShares US Consumer Staples ETF
Key differences
- IYK costs 0.57% less per year.
- IYK is significantly larger than UGE — larger funds tend to be more liquid and less likely to close.
- UGE follows a leveraged strategy; IYK uses index tracking.
- IYK has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UGE | IYK | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.38% |
| Fund size (AUM) | $13M | $1.4B |
| Since | 2007 | 2000 |
| Dividend yield | 2.10% | 2.63% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | index tracking |
| CAGR 1Y | +5.4% | +6.1% |
| CAGR 3Y | +4.3% | +5.0% |
| CAGR 5Y | -0.8% | +6.7% |
| Sharpe 3Y | 0.15 | 0.17 |
| Volatility 1Y | 24.62% | 11.91% |
| Max drawdown | -57.14% | -33.19% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to UGE and IYK
Explore further