RTH vs. UGE
Compare and contrast key facts about VanEck Vectors Retail ETF (RTH) and ProShares Ultra Consumer Goods (UGE).
RTH and UGE are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. RTH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Retail 25 Index. It was launched on Dec 20, 2011. UGE is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Consumer Goods Index (200%). It was launched on Jan 30, 2007. Both RTH and UGE are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Performance
RTH vs. UGE - Performance Comparison
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RTH vs. UGE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RTH VanEck Vectors Retail ETF | 1.11% | 12.36% | 20.02% | 20.07% | -17.67% | 24.94% | 31.62% | 29.06% | 3.87% | 22.45% |
UGE ProShares Ultra Consumer Goods | 9.20% | -5.21% | 16.40% | 2.38% | -46.78% | 42.44% | 56.64% | 58.28% | -30.14% | 32.38% |
Returns By Period
In the year-to-date period, RTH achieves a 1.11% return, which is significantly lower than UGE's 9.20% return. Over the past 10 years, RTH has outperformed UGE with an annualized return of 13.71%, while UGE has yielded a comparatively lower 7.72% annualized return.
RTH
- 1D
- 0.55%
- 1M
- -4.04%
- YTD
- 1.11%
- 6M
- 1.82%
- 1Y
- 12.49%
- 3Y*
- 16.66%
- 5Y*
- 9.78%
- 10Y*
- 13.71%
UGE
- 1D
- -1.25%
- 1M
- -15.27%
- YTD
- 9.20%
- 6M
- 7.15%
- 1Y
- -3.44%
- 3Y*
- 3.13%
- 5Y*
- -1.92%
- 10Y*
- 7.72%
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RTH vs. UGE - Expense Ratio Comparison
RTH has a 0.35% expense ratio, which is lower than UGE's 0.95% expense ratio.
Return for Risk
RTH vs. UGE — Risk / Return Rank
RTH
UGE
RTH vs. UGE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Vectors Retail ETF (RTH) and ProShares Ultra Consumer Goods (UGE). 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.
| RTH | UGE | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.85 | -0.13 | +0.98 |
Sortino ratioReturn per unit of downside risk | 1.37 | 0.02 | +1.35 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.00 | +0.17 |
Calmar ratioReturn relative to maximum drawdown | 1.42 | -0.17 | +1.59 |
Martin ratioReturn relative to average drawdown | 5.46 | -0.36 | +5.82 |
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
| RTH | UGE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.85 | -0.13 | +0.98 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.59 | -0.06 | +0.65 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.78 | 0.23 | +0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.34 | +0.16 |
Correlation
The correlation between RTH and UGE is 0.61, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Dividends
RTH vs. UGE - Dividend Comparison
RTH's dividend yield for the trailing twelve months is around 0.96%, less than UGE's 2.23% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
RTH VanEck Vectors Retail ETF | 0.96% | 0.97% | 0.77% | 1.07% | 1.16% | 0.78% | 0.64% | 0.91% | 1.05% | 1.56% | 1.84% | 2.25% |
UGE ProShares Ultra Consumer Goods | 2.23% | 2.54% | 1.43% | 1.20% | 0.74% | 0.20% | 0.41% | 0.86% | 0.76% | 0.68% | 0.76% | 0.60% |
Drawdowns
RTH vs. UGE - Drawdown Comparison
The maximum RTH drawdown since its inception was -42.32%, smaller than the maximum UGE drawdown of -71.36%. Use the drawdown chart below to compare losses from any high point for RTH and UGE.
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Drawdown Indicators
| RTH | UGE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -42.32% | -71.36% | +29.04% |
Max Drawdown (1Y)Largest decline over 1 year | -9.02% | -18.94% | +9.92% |
Max Drawdown (5Y)Largest decline over 5 years | -25.00% | -56.55% | +31.55% |
Max Drawdown (10Y)Largest decline over 10 years | -25.00% | -57.14% | +32.14% |
Current DrawdownCurrent decline from peak | -5.34% | -38.31% | +32.97% |
Average DrawdownAverage peak-to-trough decline | -7.38% | -18.58% | +11.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.35% | 8.70% | -6.35% |
Volatility
RTH vs. UGE - Volatility Comparison
The current volatility for VanEck Vectors Retail ETF (RTH) is 4.55%, while ProShares Ultra Consumer Goods (UGE) has a volatility of 8.02%. This indicates that RTH experiences smaller price fluctuations and is considered to be less risky than UGE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| RTH | UGE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.55% | 8.02% | -3.47% |
Volatility (6M)Calculated over the trailing 6-month period | 8.86% | 18.72% | -9.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 14.75% | 27.62% | -12.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.75% | 31.24% | -14.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.52% | 32.97% | -15.45% |