UGE vs. RTH
Compare and contrast key facts about ProShares Ultra Consumer Goods (UGE) and VanEck Vectors Retail ETF (RTH).
UGE and RTH are both exchange-traded funds (ETFs), meaning they are traded on stock exchanges and can be bought and sold throughout the day. 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. 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. Both UGE and RTH are passive ETFs, meaning that they are not actively managed but aim to replicate the performance of the underlying index as closely as possible.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UGE or RTH.
Correlation
The correlation between UGE and RTH is 0.62, 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.
Performance
UGE vs. RTH - Performance Comparison
Key characteristics
UGE:
0.58
RTH:
1.78
UGE:
0.94
RTH:
2.48
UGE:
1.11
RTH:
1.31
UGE:
0.23
RTH:
2.85
UGE:
2.26
RTH:
6.93
UGE:
4.96%
RTH:
3.14%
UGE:
19.19%
RTH:
12.26%
UGE:
-71.36%
RTH:
-41.80%
UGE:
-42.31%
RTH:
-4.64%
Returns By Period
In the year-to-date period, UGE achieves a -3.21% return, which is significantly lower than RTH's 0.84% return. Over the past 10 years, UGE has underperformed RTH with an annualized return of 9.48%, while RTH has yielded a comparatively higher 13.50% annualized return.
UGE
-3.21%
-10.65%
-1.04%
10.70%
6.56%
9.48%
RTH
0.84%
-4.64%
9.72%
21.37%
14.42%
13.50%
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UGE vs. RTH - Expense Ratio Comparison
UGE has a 0.95% expense ratio, which is higher than RTH's 0.35% expense ratio.
Risk-Adjusted Performance
UGE vs. RTH — Risk-Adjusted Performance Rank
UGE
RTH
UGE vs. RTH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Consumer Goods (UGE) and VanEck Vectors Retail ETF (RTH). 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.
Dividends
UGE vs. RTH - Dividend Comparison
UGE's dividend yield for the trailing twelve months is around 1.48%, more than RTH's 0.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UGE ProShares Ultra Consumer Goods | 1.48% | 1.43% | 1.19% | 0.74% | 0.20% | 0.41% | 0.87% | 0.76% | 0.68% | 0.76% | 0.60% | 0.55% |
RTH VanEck Vectors Retail ETF | 0.77% | 0.77% | 1.07% | 1.16% | 0.78% | 0.64% | 0.91% | 1.05% | 1.56% | 1.84% | 2.25% | 0.41% |
Drawdowns
UGE vs. RTH - Drawdown Comparison
The maximum UGE drawdown since its inception was -71.36%, which is greater than RTH's maximum drawdown of -41.80%. Use the drawdown chart below to compare losses from any high point for UGE and RTH. For additional features, visit the drawdowns tool.
Volatility
UGE vs. RTH - Volatility Comparison
ProShares Ultra Consumer Goods (UGE) has a higher volatility of 5.19% compared to VanEck Vectors Retail ETF (RTH) at 3.75%. This indicates that UGE's price experiences larger fluctuations and is considered to be riskier than RTH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.