Screener
XLSI vs UGE
State Street Consumer Staples Select Sector SPDR Premium Income ETF vs ProShares Ultra Consumer Staples
Key differences
- XLSI costs 0.60% less per year.
- UGE is significantly larger than XLSI — larger funds tend to be more liquid and less likely to close.
- XLSI is classified as alternative, while UGE is equity — different risk/return profiles.
- XLSI follows a option income strategy; UGE uses leveraged.
- UGE has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLSI | UGE | |
|---|---|---|
| Annual cost (TER) | 0.35% | 0.95% |
| Fund size (AUM) | $2M | $13M |
| Since | 2025 | 2007 |
| Dividend yield | — | 2.10% |
| Asset class | alternative | equity |
| Region | north america | north america |
| Strategy | option income | leveraged |
| CAGR 1Y | N/A | +5.4% |
| CAGR 3Y | N/A | +4.3% |
| CAGR 5Y | N/A | -0.8% |
| Sharpe 3Y | N/A | 0.15 |
| Volatility 1Y | — | 24.62% |
| Max drawdown | -7.88% | -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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