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UYG vs SDOW

ProShares Ultra Financials vs ProShares UltraPro Short Dow30

UYG

ProShares Ultra Financials

Annual cost

0.94%

Fund size

$693M

SDOW

ProShares UltraPro Short Dow30

Annual cost

0.95%

Fund size

$177M

Key differences

Both UYG and SDOW are equity ETFs. UYG charges 0.94% a year and SDOW 0.95%. The main difference: UYG follows a leveraged strategy; SDOW uses inverse.

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

Side-by-side comparison

UYGSDOW
Annual cost (TER)0.94%0.95%
Fund size (AUM)$693M$177M
Since20072010
Dividend yield0.97%5.60%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+0.4%-41.1%
CAGR 3Y+30.0%-33.9%
CAGR 5Y+8.3%-24.9%
Sharpe 3Y0.87-0.91
Volatility 1Y29.32%36.72%
Max drawdown-69.98%-99.27%

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

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