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UYG vs SZK

ProShares Ultra Financials vs ProShares UltraShort Consumer Staples

UYG

ProShares Ultra Financials

Annual cost

0.94%

Fund size

$693M

SZK

ProShares UltraShort Consumer Staples

Annual cost

0.95%

Fund size

$5M

Key differences

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

  • UYG follows a leveraged strategy; SZK uses inverse.
  • UYG is much larger than SZK. 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

UYGSZK
Annual cost (TER)0.94%0.95%
Fund size (AUM)$693M$5M
Since20072007
Dividend yield0.97%2.70%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+0.4%-3.3%
CAGR 3Y+30.0%-6.2%
CAGR 5Y+8.3%-4.0%
Sharpe 3Y0.87-0.29
Volatility 1Y29.32%25.30%
Max drawdown-69.98%-86.79%

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

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