Screener
UGE vs KXI
ProShares Ultra Consumer Staples vs iShares Global Consumer Staples ETF
Key differences
- KXI costs 0.56% less per year.
- KXI is significantly larger than UGE — larger funds tend to be more liquid and less likely to close.
- UGE covers north america markets; KXI covers global.
- UGE follows a leveraged strategy; KXI uses index tracking.
- Over the last 3 years, KXI has delivered higher annualized returns.
Side-by-side comparison
| UGE | KXI | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.39% |
| Fund size (AUM) | $13M | $1.0B |
| Since | 2007 | 2006 |
| Dividend yield | 2.10% | 2.16% |
| Asset class | equity | equity |
| Region | north america | global |
| Strategy | leveraged | index tracking |
| CAGR 1Y | +5.4% | +6.4% |
| CAGR 3Y | +4.3% | +5.6% |
| CAGR 5Y | -0.8% | +4.7% |
| Sharpe 3Y | 0.15 | 0.23 |
| Volatility 1Y | 24.62% | 11.57% |
| Max drawdown | -57.14% | -24.59% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
Similar to UGE and KXI
Explore further