Screener
UGE vs XLSI
ProShares Ultra Consumer Staples vs State Street Consumer Staples Select Sector SPDR Premium Income ETF
Key differences
- XLSI costs 0.60% less per year.
- UGE is significantly larger than XLSI — larger funds tend to be more liquid and less likely to close.
- UGE is classified as equity, while XLSI is alternative — different risk/return profiles.
- UGE follows a leveraged strategy; XLSI uses option income.
- UGE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UGE | XLSI | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.35% |
| Fund size (AUM) | $13M | $2M |
| Since | 2007 | 2025 |
| Dividend yield | 2.10% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | leveraged | option income |
| CAGR 1Y | +5.4% | N/A |
| CAGR 3Y | +4.3% | N/A |
| CAGR 5Y | -0.8% | N/A |
| Sharpe 3Y | 0.15 | N/A |
| Volatility 1Y | 24.62% | — |
| Max drawdown | -57.14% | -7.88% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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