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UYG vs UXI

ProShares Ultra Financials vs ProShares Ultra Industrials

UYG

ProShares Ultra Financials

ProShares

Annual cost

0.94%

Fund size

$714M

UXI

ProShares Ultra Industrials

ProShares

Annual cost

0.95%

Fund size

$32M

Key differences

  • UYG is significantly larger than UXI — larger funds tend to be more liquid and less likely to close.
  • Over the last 3 years, UXI has delivered higher annualized returns.

Side-by-side comparison

UYGUXI
Annual cost (TER)0.94%0.95%
Fund size (AUM)$714M$32M
Since20072007
Dividend yield0.95%0.66%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+1.4%+39.3%
CAGR 3Y+28.7%+35.1%
CAGR 5Y+8.9%+11.4%
Sharpe 3Y0.840.97
Volatility 1Y28.92%30.89%
Max drawdown-69.98%-66.48%

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

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