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UGE vs SSO

ProShares Ultra Consumer Staples vs ProShares Ultra S&P500

UGE

ProShares Ultra Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$13M

SSO

ProShares Ultra S&P500

ProShares

Annual cost

0.87%

Fund size

$7.3B

Key differences

  • SSO costs 0.08% less per year.
  • SSO is significantly larger than UGE — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, SSO has delivered higher annualized returns.

Side-by-side comparison

UGESSO
Annual cost (TER)0.95%0.87%
Fund size (AUM)$13M$7.3B
Since20072006
Dividend yield2.10%0.68%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+5.4%+55.8%
CAGR 3Y+4.3%+39.2%
CAGR 5Y-0.8%+19.9%
Sharpe 3Y0.151.15
Volatility 1Y24.62%23.95%
Max drawdown-57.14%-59.34%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to UGE and SSO