Screener
UJB vs IGHG
ProShares Ultra High Yield vs ProShares Investment Grade—Interest Rate Hedged
Key differences
Both UJB and IGHG are fixed income ETFs. UJB charges 0.95% a year and IGHG 0.30%. The main difference: UJB follows a leveraged strategy; IGHG uses tactical allocation.
- UJB follows a leveraged strategy; IGHG uses tactical allocation.
- IGHG costs 0.65% less per year.
- IGHG is much larger than UJB. Larger funds are usually more liquid and less likely to close.
- Over the last three years, UJB has delivered higher annualized returns.
Side-by-side comparison
| UJB | IGHG | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.30% |
| Fund size (AUM) | $9M | $309M |
| Since | 2011 | 2013 |
| Dividend yield | 3.33% | 5.09% |
| Asset class | fixed income | fixed income |
| Region | north america | north america |
| Strategy | leveraged | tactical allocation |
| CAGR 1Y | +8.5% | +6.1% |
| CAGR 3Y | +12.0% | +8.6% |
| CAGR 5Y | +3.0% | +5.3% |
| Sharpe 3Y | 0.81 | 1.19 |
| Volatility 1Y | 7.40% | 3.41% |
| Max drawdown | -40.14% | -25.16% |
Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.