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UWM and SSO share 15.5% of their holdings.
| Side by side | UWM | SSO |
|---|---|---|
| Strategy | Leveraged · 2x | Leveraged · 2x |
| Expense ratio | 1.08% | 0.88% |
| Cost per year on $10k | $108 | $88 |
| Trailing 12-mo yield | 0.86% | 0.71% |
| Income per year on $10k | $86 | $71 |
| YTD | +21.5% | +16.4% |
| 1 year | +21.9% | +16.4% |
| 3 years · per year | +31.3% | +40.7% |
| 5 years · per year | −0.2% | +15.5% |
| Worst drop · 1Y | −22.3% | −18.2% |
| Volatility · 1Y | 35.9% | 25.4% |
| Holdings | 1,970 | 521 |
| Assets | $216M | $8.5B |
| Leverage | 2x daily | 2x daily |
| Since | 2007 | 2006 |
Highlighted = best in the row. Returns include dividends.