BREIX vs. SSO
Compare and contrast key facts about Baron Real Estate Fund (BREIX) and ProShares Ultra S&P500 (SSO).
BREIX is managed by Baron Capital Group, Inc.. It was launched on Dec 31, 2009. SSO is a passively managed fund by ProShares that tracks the performance of the S&P 500. It was launched on Jun 19, 2006.
Performance
BREIX vs. SSO - Performance Comparison
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BREIX vs. SSO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | -7.81% | 5.18% | 12.46% | 25.04% | -28.45% | 24.41% | 44.35% | 44.60% | -22.05% | 31.44% |
SSO ProShares Ultra S&P500 | -10.23% | 26.19% | 43.48% | 46.65% | -38.98% | 60.57% | 21.54% | 63.45% | -14.60% | 44.35% |
Returns By Period
In the year-to-date period, BREIX achieves a -7.81% return, which is significantly higher than SSO's -10.23% return. Over the past 10 years, BREIX has underperformed SSO with an annualized return of 10.35%, while SSO has yielded a comparatively higher 21.06% annualized return.
BREIX
- 1D
- -0.21%
- 1M
- -9.59%
- YTD
- -7.81%
- 6M
- -9.03%
- 1Y
- 3.92%
- 3Y*
- 8.39%
- 5Y*
- 1.79%
- 10Y*
- 10.35%
SSO
- 1D
- 5.75%
- 1M
- -10.37%
- YTD
- -10.23%
- 6M
- -7.08%
- 1Y
- 26.35%
- 3Y*
- 28.27%
- 5Y*
- 15.34%
- 10Y*
- 21.06%
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BREIX vs. SSO - Expense Ratio Comparison
BREIX has a 1.05% expense ratio, which is higher than SSO's 0.87% expense ratio.
Return for Risk
BREIX vs. SSO — Risk / Return Rank
BREIX
SSO
BREIX vs. SSO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Baron Real Estate Fund (BREIX) and ProShares Ultra S&P500 (SSO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| BREIX | SSO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.23 | 0.73 | -0.50 |
Sortino ratioReturn per unit of downside risk | 0.47 | 1.23 | -0.76 |
Omega ratioGain probability vs. loss probability | 1.06 | 1.19 | -0.13 |
Calmar ratioReturn relative to maximum drawdown | 0.22 | 1.20 | -0.98 |
Martin ratioReturn relative to average drawdown | 0.65 | 5.18 | -4.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BREIX | SSO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.23 | 0.73 | -0.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.09 | 0.46 | -0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.59 | -0.10 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.38 | +0.24 |
Correlation
The correlation between BREIX and SSO is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
BREIX vs. SSO - Dividend Comparison
BREIX's dividend yield for the trailing twelve months is around 4.12%, more than SSO's 0.82% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BREIX Baron Real Estate Fund | 4.12% | 3.79% | 0.40% | 0.43% | 2.85% | 7.95% | 6.18% | 13.78% | 12.19% | 4.71% | 1.17% | 1.96% |
SSO ProShares Ultra S&P500 | 0.82% | 0.68% | 0.85% | 0.18% | 0.50% | 0.18% | 0.20% | 0.50% | 0.75% | 0.39% | 0.51% | 0.63% |
Drawdowns
BREIX vs. SSO - Drawdown Comparison
The maximum BREIX drawdown since its inception was -38.47%, smaller than the maximum SSO drawdown of -84.67%. Use the drawdown chart below to compare losses from any high point for BREIX and SSO.
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Drawdown Indicators
| BREIX | SSO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.47% | -84.67% | +46.20% |
Max Drawdown (1Y)Largest decline over 1 year | -12.86% | -23.17% | +10.31% |
Max Drawdown (5Y)Largest decline over 5 years | -33.93% | -46.73% | +12.80% |
Max Drawdown (10Y)Largest decline over 10 years | -38.47% | -59.34% | +20.87% |
Current DrawdownCurrent decline from peak | -12.56% | -13.46% | +0.90% |
Average DrawdownAverage peak-to-trough decline | -7.59% | -19.72% | +12.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.36% | 5.38% | -1.02% |
Volatility
BREIX vs. SSO - Volatility Comparison
The current volatility for Baron Real Estate Fund (BREIX) is 5.33%, while ProShares Ultra S&P500 (SSO) has a volatility of 10.60%. This indicates that BREIX experiences smaller price fluctuations and is considered to be less risky than SSO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BREIX | SSO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.33% | 10.60% | -5.27% |
Volatility (6M)Calculated over the trailing 6-month period | 11.62% | 18.95% | -7.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.89% | 36.45% | -16.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.67% | 33.66% | -12.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.14% | 35.86% | -14.72% |