UGE vs. SPUU
Compare and contrast key facts about ProShares Ultra Consumer Goods (UGE) and Direxion Daily S&P 500 Bull 2x Shares (SPUU).
UGE and SPUU 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. SPUU is a passively managed fund by Direxion that tracks the performance of the S&P 500 Index (200%). It was launched on May 28, 2014. Both UGE and SPUU 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 SPUU.
Correlation
The correlation between UGE and SPUU is 0.66, 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. SPUU - Performance Comparison
Key characteristics
UGE:
0.58
SPUU:
1.88
UGE:
0.94
SPUU:
2.40
UGE:
1.11
SPUU:
1.33
UGE:
0.23
SPUU:
2.78
UGE:
2.26
SPUU:
11.29
UGE:
4.96%
SPUU:
4.14%
UGE:
19.19%
SPUU:
24.89%
UGE:
-71.36%
SPUU:
-59.35%
UGE:
-42.31%
SPUU:
-5.87%
Returns By Period
In the year-to-date period, UGE achieves a -3.21% return, which is significantly lower than SPUU's 1.20% return. Over the past 10 years, UGE has underperformed SPUU with an annualized return of 9.48%, while SPUU has yielded a comparatively higher 20.52% annualized return.
UGE
-3.21%
-10.65%
-1.04%
10.70%
6.56%
9.48%
SPUU
1.20%
-4.83%
7.36%
47.20%
20.46%
20.52%
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UGE vs. SPUU - Expense Ratio Comparison
UGE has a 0.95% expense ratio, which is higher than SPUU's 0.64% expense ratio.
Risk-Adjusted Performance
UGE vs. SPUU — Risk-Adjusted Performance Rank
UGE
SPUU
UGE vs. SPUU - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Consumer Goods (UGE) and Direxion Daily S&P 500 Bull 2x Shares (SPUU). 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. SPUU - Dividend Comparison
UGE's dividend yield for the trailing twelve months is around 1.48%, more than SPUU's 0.55% 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% |
SPUU Direxion Daily S&P 500 Bull 2x Shares | 0.55% | 0.55% | 0.83% | 0.88% | 3.04% | 8.03% | 1.80% | 5.50% | 6.96% | 8.08% | 1.26% | 0.00% |
Drawdowns
UGE vs. SPUU - Drawdown Comparison
The maximum UGE drawdown since its inception was -71.36%, which is greater than SPUU's maximum drawdown of -59.35%. Use the drawdown chart below to compare losses from any high point for UGE and SPUU. For additional features, visit the drawdowns tool.
Volatility
UGE vs. SPUU - Volatility Comparison
The current volatility for ProShares Ultra Consumer Goods (UGE) is 5.19%, while Direxion Daily S&P 500 Bull 2x Shares (SPUU) has a volatility of 8.91%. This indicates that UGE experiences smaller price fluctuations and is considered to be less risky than SPUU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.