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XLE vs DUG
State Street Energy Select Sector SPDR ETF vs ProShares UltraShort Energy ETF
Key differences
- XLE costs 0.87% less per year.
- XLE is significantly larger than DUG — larger funds tend to be more liquid and less likely to close.
- XLE follows a index tracking strategy; DUG uses inverse.
- Over the last 3 years, XLE has delivered higher annualized returns.
- XLE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLE | DUG | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.95% |
| Fund size (AUM) | $41.4B | $18M |
| Since | 1998 | 2007 |
| Dividend yield | 2.50% | 5.09% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | inverse |
| CAGR 1Y | +43.5% | -52.2% |
| CAGR 3Y | +16.4% | -27.2% |
| CAGR 5Y | +21.3% | -39.2% |
| Sharpe 3Y | 0.65 | -0.61 |
| Volatility 1Y | 20.49% | 40.83% |
| Max drawdown | -66.81% | -99.46% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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