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UPW vs SEF

ProShares Ultra Utilities vs ProShares Short Financials

UPW

ProShares Ultra Utilities

ProShares

Annual cost

0.95%

Fund size

$25M

SEF

ProShares Short Financials

ProShares

Annual cost

0.95%

Fund size

$18M

Key differences

  • UPW follows a leveraged strategy; SEF uses inverse.
  • Over the last 3 years, UPW has delivered higher annualized returns.

Side-by-side comparison

UPWSEF
Annual cost (TER)0.95%0.95%
Fund size (AUM)$25M$18M
Since20072008
Dividend yield1.35%3.44%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+21.3%+0.6%
CAGR 3Y+18.7%-10.8%
CAGR 5Y+11.1%-6.1%
Sharpe 3Y0.58-0.86
Volatility 1Y28.45%14.40%
Max drawdown-62.67%-75.66%

Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.

Similar to UPW and SEF