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UYG vs SEF

ProShares Ultra Financials vs ProShares Short Financials

UYG

ProShares Ultra Financials

ProShares

Annual cost

0.94%

Fund size

$714M

SEF

ProShares Short Financials

ProShares

Annual cost

0.95%

Fund size

$18M

Key differences

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

Side-by-side comparison

UYGSEF
Annual cost (TER)0.94%0.95%
Fund size (AUM)$714M$18M
Since20072008
Dividend yield0.95%3.44%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+0.3%+0.0%
CAGR 3Y+27.7%-11.2%
CAGR 5Y+9.1%-6.0%
Sharpe 3Y0.81-0.89
Volatility 1Y28.98%14.38%
Max drawdown-69.98%-75.66%

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

Similar to UYG and SEF