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UPW vs SCC

ProShares Ultra Utilities vs ProShares UltraShort Consumer Discretionary

UPW

ProShares Ultra Utilities

Annual cost

0.95%

Fund size

$19M

SCC

ProShares UltraShort Consumer Discretionary

Annual cost

0.95%

Fund size

$6M

Key differences

Both UPW and SCC are equity ETFs. UPW charges 0.95% a year and SCC 0.95%. The main difference: UPW follows a leveraged strategy; SCC uses inverse.

  • UPW follows a leveraged strategy; SCC uses inverse.
  • UPW is much larger than SCC. Larger funds are usually more liquid and less likely to close.
  • Over the last three years, UPW has delivered higher annualized returns.

Side-by-side comparison

UPWSCC
Annual cost (TER)0.95%0.95%
Fund size (AUM)$19M$6M
Since20072007
Dividend yield1.51%4.86%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+13.4%-18.2%
CAGR 3Y+18.0%-26.1%
CAGR 5Y+9.7%-15.2%
Sharpe 3Y0.56-0.61
Volatility 1Y29.20%36.17%
Max drawdown-62.67%-95.55%

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

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