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UXI vs UYG

ProShares Ultra Industrials vs ProShares Ultra Financials

UXI

ProShares Ultra Industrials

ProShares

Annual cost

0.95%

Fund size

$32M

UYG

ProShares Ultra Financials

ProShares

Annual cost

0.94%

Fund size

$714M

Key differences

  • UYG is significantly larger than UXI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, UXI has delivered higher annualized returns.

Side-by-side comparison

UXIUYG
Annual cost (TER)0.95%0.94%
Fund size (AUM)$32M$714M
Since20072007
Dividend yield0.66%0.95%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+44.7%+0.3%
CAGR 3Y+36.0%+27.7%
CAGR 5Y+12.9%+9.1%
Sharpe 3Y0.990.81
Volatility 1Y31.02%28.98%
Max drawdown-66.48%-69.98%

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

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