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VDC vs UGE

Vanguard Consumer Staples Index Fund ETF Shares vs ProShares Ultra Consumer Staples

VDC

Vanguard Consumer Staples Index Fund ETF Shares

Annual cost

0.09%

Fund size

$9.1B

UGE

ProShares Ultra Consumer Staples

Annual cost

0.95%

Fund size

$12M

Key differences

Both VDC and UGE are equity ETFs. VDC charges 0.09% a year and UGE 0.95%. The main difference: VDC follows a index tracking strategy; UGE uses leveraged.

  • VDC follows a index tracking strategy; UGE uses leveraged.
  • VDC costs 0.86% less per year.
  • VDC is much larger than UGE. Larger funds are usually more liquid and less likely to close.

Side-by-side comparison

VDCUGE
Annual cost (TER)0.09%0.95%
Fund size (AUM)$9.1B$12M
Since20042007
Dividend yield2.15%2.18%
Asset classequityequity
Regionnorth americanorth america
Strategyindex trackingleveraged
CAGR 1Y+7.8%+8.3%
CAGR 3Y+9.4%+8.5%
CAGR 5Y+7.0%-1.3%
Sharpe 3Y0.510.31
Volatility 1Y12.57%25.38%
Max drawdown-25.31%-57.14%

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

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