Skip to content
Beacon

UGEProShares Ultra Consumer Staples

Grow my moneyTake a bet19y track recordRanked #308 of 949 in this goal

Seeks daily investment results that correspond to 2x the daily performance of the S&P Consumer Staples Select Sector Index.

By ProShares · Launched 2007

Annual Cost

0.95%

#4,882 of 5,861 · expensive

Fund Size

$11M

#4,829 of 5,861 · small

Return (1Y)Goal

+9.2%

Track Record

19 years

#418 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,643+6.4%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Strategy

Leveraged

Sector

Consumer staples

Index tracked

S&P Consumer Staples Select Sector Index

What it actually holds

By weight

Concentration

synthetic exposure — holdings shown are derivatives collateral, not the fund's positions

Walmart, Inc.
8.1%
Costco Wholesale Corp.
6.5%
Procter & Gamble Co. (The)
5.7%
Coca-Cola Co. (The)
4.6%
N/A
4.3%
Philip Morris International, Inc.
4.2%
Colgate-Palmolive Co.
3.4%
PepsiCo, Inc.
3.4%
Altria Group, Inc.
3.3%
Mondelez International, Inc.
3.2%

Asset allocation

Stocks
45.8%
Other
35.0%
Cash
19.2%

By sector

Consumer Defensive
98.1%
Consumer Cyclical
1.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
28.3%High

Year-on-year price swings

Max drawdown
-57.5%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.17Below average
Sortino (3Y)
0.24Moderate downside risk

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks daily investment results that correspond to 2x the daily performance of the S&P Consumer Staples Select Sector Index.
Strategy
Invests in financial instruments to achieve daily investment results of 2x the S&P Consumer Staples Select Sector Index. Focuses on U.S. consumer staples companies, including beverages, food products, and household products, weighted by market capitalization.
Inception date
January 30, 2007
Fund family
ProShares

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Leveraged
Warning

Your return drifts the longer you hold

Leverage amplifies the index's daily move, by 2x or 3x. The fund resets every day, so over weeks and months your real return drifts from that multiple. It can run ahead in a smooth climb and bleed in a choppy one. Hold one for months and you own a different bet than the label suggests.

Sources: Cheng & Madhavan, 'The Dynamics of Leveraged and Inverse ETFs' (2009)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

What's next?

You've looked at UGE. Save it to your watchlist to weigh it against other funds, then turn your shortlist into a portfolio.

See other funds for this goal

Data updated on 2026-08-04