Screener
UGE vs VDC
ProShares Ultra Consumer Staples vs Vanguard Consumer Staples Index Fund ETF Shares
Key differences
Both UGE and VDC are equity ETFs. UGE charges 0.95% a year and VDC 0.09%. The main difference: UGE follows a leveraged strategy; VDC uses index tracking.
- UGE follows a leveraged strategy; VDC uses index tracking.
- VDC costs 0.86% less per year.
- VDC is much larger than UGE. Larger funds are usually more liquid and less likely to close.
Side-by-side comparison
| UGE | VDC | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.09% |
| Fund size (AUM) | $12M | $9.1B |
| Since | 2007 | 2004 |
| Dividend yield | 2.18% | 2.15% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | index tracking |
| CAGR 1Y | +8.3% | +7.8% |
| CAGR 3Y | +8.5% | +9.4% |
| CAGR 5Y | -1.3% | +7.0% |
| Sharpe 3Y | 0.31 | 0.51 |
| Volatility 1Y | 25.38% | 12.57% |
| Max drawdown | -57.14% | -25.31% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.