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UGE vs XLP
ProShares Ultra Consumer Staples vs State Street Consumer Staples Select Sector SPDR ETF
Key differences
- XLP costs 0.87% less per year.
- XLP is significantly larger than UGE — larger funds tend to be more liquid and less likely to close.
- UGE follows a leveraged strategy; XLP uses index tracking.
- Over the last 3 years, XLP has delivered higher annualized returns.
- XLP has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UGE | XLP | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.08% |
| Fund size (AUM) | $13M | $14.5B |
| Since | 2007 | 1998 |
| Dividend yield | 2.10% | 2.58% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | leveraged | index tracking |
| CAGR 1Y | +5.4% | +6.7% |
| CAGR 3Y | +4.3% | +6.5% |
| CAGR 5Y | -0.8% | +6.4% |
| Sharpe 3Y | 0.15 | 0.29 |
| Volatility 1Y | 24.62% | 12.44% |
| Max drawdown | -57.14% | -24.51% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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