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UYG vs SIJ

ProShares Ultra Financials vs ProShares UltraShort Industrials

UYG

ProShares Ultra Financials

ProShares

Annual cost

0.94%

Fund size

$714M

SIJ

ProShares UltraShort Industrials

ProShares

Annual cost

0.95%

Fund size

$6M

Key differences

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

Side-by-side comparison

UYGSIJ
Annual cost (TER)0.94%0.95%
Fund size (AUM)$714M$6M
Since20072007
Dividend yield0.95%5.78%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+0.3%-34.2%
CAGR 3Y+27.7%-30.2%
CAGR 5Y+9.1%-19.6%
Sharpe 3Y0.81-1.03
Volatility 1Y28.98%31.65%
Max drawdown-69.98%-96.54%

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

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