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UGE vs UYG

ProShares Ultra Consumer Staples vs ProShares Ultra Financials

UGE

ProShares Ultra Consumer Staples

Annual cost

0.95%

Fund size

$12M

UYG

ProShares Ultra Financials

Annual cost

0.94%

Fund size

$693M

Key differences

Both UGE and UYG are equity ETFs. UGE charges 0.95% a year and UYG 0.94%. The main difference: UYG is much larger than UGE. Larger funds are usually more liquid and less likely to close.

  • UYG is much larger than UGE. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, UYG has delivered higher annualized returns.

Side-by-side comparison

UGEUYG
Annual cost (TER)0.95%0.94%
Fund size (AUM)$12M$693M
Since20072007
Dividend yield2.18%0.97%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+1.7%+0.4%
CAGR 3Y+6.2%+30.0%
CAGR 5Y-2.4%+8.3%
Sharpe 3Y0.220.87
Volatility 1Y25.01%29.32%
Max drawdown-57.14%-69.98%

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

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