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UYG vs UGE

ProShares Ultra Financials vs ProShares Ultra Consumer Staples

UYG

ProShares Ultra Financials

Annual cost

0.94%

Fund size

$693M

UGE

ProShares Ultra Consumer Staples

Annual cost

0.95%

Fund size

$12M

Key differences

Both UYG and UGE are equity ETFs. UYG charges 0.94% a year and UGE 0.95%. The main difference: UYG is much larger than UGE. Larger funds are usually more liquid and less likely to close.

  • UYG is much larger than UGE. 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

UYGUGE
Annual cost (TER)0.94%0.95%
Fund size (AUM)$693M$12M
Since20072007
Dividend yield0.97%2.18%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+0.4%+1.7%
CAGR 3Y+30.0%+6.2%
CAGR 5Y+8.3%-2.4%
Sharpe 3Y0.870.22
Volatility 1Y29.32%25.01%
Max drawdown-69.98%-57.14%

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

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