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UGE vs UYM

ProShares Ultra Consumer Staples vs ProShares Ultra Materials

UGE

ProShares Ultra Consumer Staples

Annual cost

0.95%

Fund size

$12M

UYM

ProShares Ultra Materials

Annual cost

0.95%

Fund size

$40M

Key differences

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

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

Side-by-side comparison

UGEUYM
Annual cost (TER)0.95%0.95%
Fund size (AUM)$12M$40M
Since20072007
Dividend yield2.18%1.23%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+1.7%+24.1%
CAGR 3Y+6.2%+13.5%
CAGR 5Y-2.4%+1.6%
Sharpe 3Y0.220.43
Volatility 1Y25.01%33.98%
Max drawdown-57.14%-73.31%

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

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