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UYG vs SPXU

ProShares Ultra Financials vs ProShares UltraPro Short S&P500

UYG

ProShares Ultra Financials

ProShares

Annual cost

0.94%

Fund size

$714M

SPXU

ProShares UltraPro Short S&P500

ProShares

Annual cost

0.90%

Fund size

$562M

Key differences

  • UYG follows a leveraged strategy; SPXU uses inverse.
  • Over the last 3 years, UYG has delivered higher annualized returns.

Side-by-side comparison

UYGSPXU
Annual cost (TER)0.94%0.90%
Fund size (AUM)$714M$562M
Since20072009
Dividend yield0.95%6.87%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+0.3%-52.5%
CAGR 3Y+27.7%-43.9%
CAGR 5Y+9.1%-35.8%
Sharpe 3Y0.81-1.17
Volatility 1Y28.98%35.84%
Max drawdown-69.98%-99.61%

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

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