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UXI vs SZK

ProShares Ultra Industrials vs ProShares UltraShort Consumer Staples

UXI

ProShares Ultra Industrials

ProShares

Annual cost

0.95%

Fund size

$32M

SZK

ProShares UltraShort Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$5M

Key differences

  • UXI is significantly larger than SZK — larger funds tend to be more liquid and less likely to close.
  • UXI follows a leveraged strategy; SZK uses inverse.
  • Over the last 3 years, UXI has delivered higher annualized returns.

Side-by-side comparison

UXISZK
Annual cost (TER)0.95%0.95%
Fund size (AUM)$32M$5M
Since20072007
Dividend yield0.66%2.80%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+39.3%-6.2%
CAGR 3Y+35.1%-4.2%
CAGR 5Y+11.4%-5.5%
Sharpe 3Y0.97-0.20
Volatility 1Y30.89%24.61%
Max drawdown-66.48%-86.79%

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

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