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WANT vs UGE

Direxion Daily Cnsmr Discret Bull 3XShrs vs ProShares Ultra Consumer Staples

WANT

Direxion Daily Cnsmr Discret Bull 3XShrs

Direxion Funds

Annual cost

1.00%

Fund size

$21M

UGE

ProShares Ultra Consumer Staples

ProShares

Annual cost

0.95%

Fund size

$13M

Key differences

  • UGE costs 0.05% less per year.
  • Over the last 3 years, WANT has delivered higher annualized returns.
  • UGE has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

WANTUGE
Annual cost (TER)1.00%0.95%
Fund size (AUM)$21M$13M
Since20182007
Dividend yield0.59%2.10%
Asset classequityequity
Regionnorth americanorth america
Strategyleveragedleveraged
CAGR 1Y+19.4%+5.4%
CAGR 3Y+26.8%+4.3%
CAGR 5Y-3.9%-0.8%
Sharpe 3Y0.630.15
Volatility 1Y54.14%24.62%
Max drawdown-85.89%-57.14%

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

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