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UGE vs SDP

ProShares Ultra Consumer Staples vs ProShares UltraShort Utilities

UGE

ProShares Ultra Consumer Staples

Annual cost

0.95%

Fund size

$12M

SDP

ProShares UltraShort Utilities

Annual cost

0.95%

Fund size

$4M

Key differences

Both UGE and SDP are equity ETFs. UGE charges 0.95% a year and SDP 0.95%. The main difference: UGE follows a leveraged strategy; SDP uses inverse.

  • UGE follows a leveraged strategy; SDP uses inverse.
  • Over the last three years, UGE has delivered higher annualized returns.

Side-by-side comparison

UGESDP
Annual cost (TER)0.95%0.95%
Fund size (AUM)$12M$4M
Since20072007
Dividend yield2.18%5.39%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+1.7%-14.8%
CAGR 3Y+6.2%-19.7%
CAGR 5Y-2.4%-16.5%
Sharpe 3Y0.22-0.62
Volatility 1Y25.01%29.28%
Max drawdown-57.14%-92.43%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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