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XLY vs UCC
State Street Consumer Discretionary Select Sector SPDR ETF vs ProShares Ultra Consumer Discretionary
Key differences
- XLY costs 0.87% less per year.
- XLY is significantly larger than UCC — larger funds tend to be more liquid and less likely to close.
- XLY follows a index tracking strategy; UCC uses leveraged.
- Over the last 3 years, UCC has delivered higher annualized returns.
- XLY has a longer track record, which may reduce uncertainty around long-term behavior.
Side-by-side comparison
| XLY | UCC | |
|---|---|---|
| Annual cost (TER) | 0.08% | 0.95% |
| Fund size (AUM) | $23.1B | $14M |
| Since | 1998 | 2007 |
| Dividend yield | 0.75% | 1.14% |
| Asset class | equity | equity |
| Region | north america | north america |
| Strategy | index tracking | leveraged |
| CAGR 1Y | +13.5% | +17.2% |
| CAGR 3Y | +17.5% | +23.7% |
| CAGR 5Y | +7.8% | +1.3% |
| Sharpe 3Y | 0.71 | 0.63 |
| Volatility 1Y | 18.18% | 36.21% |
| Max drawdown | -39.67% | -61.76% |
Green dot indicates the better value for that metric. Performance data is historical and does not predict future results.
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