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UGE and SSO share 3.3% of their holdings.
| Side by side | UGE | SSO |
|---|---|---|
| Strategy | Leveraged · 2x | Leveraged · 2x |
| Expense ratio | 2.02% | 0.88% |
| Cost per year on $10k | $202 | $88 |
| Trailing 12-mo yield | 1.98% | 0.68% |
| Income per year on $10k | $198 | $68 |
| YTD | +24.8% | +22.0% |
| 1 year | +22.8% | +19.4% |
| 3 years · per year | +15.7% | +40.4% |
| 5 years · per year | −2.6% | +16.8% |
| Worst drop · 1Y | −21.4% | −18.2% |
| Volatility · 1Y | 30.6% | 25.2% |
| Holdings | 44 | 521 |
| Assets | $10M | $8.8B |
| Leverage | 2x daily | 2x daily |
| Since | 2007 | 2006 |
Highlighted = best in the row. Returns include dividends.