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UGE vs UPW

ProShares Ultra Consumer Staples vs ProShares Ultra Utilities

UGE

ProShares Ultra Consumer Staples

Annual cost

0.95%

Fund size

$12M

UPW

ProShares Ultra Utilities

Annual cost

0.95%

Fund size

$19M

Key differences

Both UGE and UPW are equity ETFs. UGE charges 0.95% a year and UPW 0.95%. The main difference: Over the last three years, UPW has delivered higher annualized returns.

  • Over the last three years, UPW has delivered higher annualized returns.

Side-by-side comparison

UGEUPW
Annual cost (TER)0.95%0.95%
Fund size (AUM)$12M$19M
Since20072007
Dividend yield2.18%1.51%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+1.7%+13.4%
CAGR 3Y+6.2%+18.0%
CAGR 5Y-2.4%+9.7%
Sharpe 3Y0.220.56
Volatility 1Y25.01%29.20%
Max drawdown-57.14%-62.67%

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

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