Screener
UYM vs XLBI
ProShares Ultra Materials vs State Street Materials Select Sector SPDR Premium Income ETF
Key differences
- XLBI costs 0.60% less per year.
- UYM is significantly larger than XLBI — larger funds tend to be more liquid and less likely to close.
- UYM is classified as equity, while XLBI is alternative — different risk/return profiles.
- UYM follows a leveraged strategy; XLBI uses option income.
- UYM has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| UYM | XLBI | |
|---|---|---|
| Annual cost (TER) | 0.95% | 0.35% |
| Fund size (AUM) | $41M | $6M |
| Since | 2007 | 2025 |
| Dividend yield | 1.21% | — |
| Asset class | equity | alternative |
| Region | north america | north america |
| Strategy | leveraged | option income |
| CAGR 1Y | +35.7% | N/A |
| CAGR 3Y | +12.6% | N/A |
| CAGR 5Y | +3.9% | N/A |
| Sharpe 3Y | 0.41 | N/A |
| Volatility 1Y | 33.86% | — |
| Max drawdown | -73.31% | -10.63% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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