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UYG vs TBT

ProShares Ultra Financials vs ProShares UltraShort 20+ Year Treasury

UYG

ProShares Ultra Financials

Annual cost

0.94%

Fund size

$693M

TBT

ProShares UltraShort 20+ Year Treasury

Annual cost

0.93%

Fund size

$333M

Key differences

UYG is an equity ETF, while TBT is a fixed income ETF. UYG charges 0.94% a year and TBT 0.93%.

  • UYG is an equity fund, while TBT is a fixed income fund. They carry different risk/return profiles.
  • UYG follows a leveraged strategy; TBT uses inverse.
  • Over the last three years, UYG has delivered higher annualized returns.

Side-by-side comparison

UYGTBT
Annual cost (TER)0.94%0.93%
Fund size (AUM)$693M$333M
Since20072008
Dividend yield0.97%2.90%
Asset classequityfixed income
Regionnorth americanorth america
Strategyleveragedinverse
CAGR 1Y+0.4%+2.5%
CAGR 3Y+30.0%+12.0%
CAGR 5Y+8.3%+15.4%
Sharpe 3Y0.870.42
Volatility 1Y29.32%19.58%
Max drawdown-69.98%-65.09%

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

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