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UPW vs UCC

ProShares Ultra Utilities vs ProShares Ultra Consumer Discretionary

UPW

ProShares Ultra Utilities

Annual cost

0.95%

Fund size

$19M

UCC

ProShares Ultra Consumer Discretionary

Annual cost

0.95%

Fund size

$12M

Key differences

Both UPW and UCC are equity ETFs. UPW charges 0.95% a year and UCC 0.95%. The main difference: Over the last three years, UCC has delivered higher annualized returns.

  • Over the last three years, UCC has delivered higher annualized returns.

Side-by-side comparison

UPWUCC
Annual cost (TER)0.95%0.95%
Fund size (AUM)$19M$12M
Since20072007
Dividend yield1.51%1.09%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+13.4%+12.1%
CAGR 3Y+18.0%+19.6%
CAGR 5Y+9.7%-0.3%
Sharpe 3Y0.560.55
Volatility 1Y29.20%36.04%
Max drawdown-62.67%-61.76%

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

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