Screener
UGE vs SMN
ProShares Ultra Consumer Staples vs ProShares UltraShort Materials
Key differences
Both UGE and SMN are equity ETFs. UGE charges 0.95% a year and SMN 0.95%. The main difference: UGE follows a leveraged strategy; SMN uses inverse.
- UGE follows a leveraged strategy; SMN uses inverse.
- UGE is much larger than SMN. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UGE has delivered higher annualized returns.
Side-by-side comparison
| UGE | SMN | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.95% |
| Fund size (AUM) | $12M | $3M |
| Since | 2007 | 2007 |
| Dividend yield | 2.18% | 4.53% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | inverse |
| CAGR 1Y | +1.7% | -24.6% |
| CAGR 3Y | +6.2% | -17.3% |
| CAGR 5Y | -2.4% | -12.9% |
| Sharpe 3Y | 0.22 | -0.48 |
| Volatility 1Y | 25.01% | 34.16% |
| Max drawdown | -57.14% | -95.39% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.