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UGE vs SZK

ProShares Ultra Consumer Staples vs ProShares UltraShort Consumer Staples

UGE

ProShares Ultra Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$13M

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

Key differences

  • UGE follows a leveraged strategy; SZK uses inverse.
  • Over the last 3 years, UGE has delivered higher annualized returns.

Side-by-side comparison

UGESZK
Annual cost (TER)0.95%0.95%
Fund size (AUM)$13M$5M
Since20072007
Dividend yield2.10%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+5.4%-6.2%
CAGR 3Y+4.3%-4.2%
CAGR 5Y-0.8%-5.5%
Sharpe 3Y0.15-0.20
Volatility 1Y24.62%24.61%
Max drawdown-57.14%-86.79%

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

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