UYG ranks 2nd and XKRE 37th of 95 funds in the Leveraged Long (2x & Other) Category.
UYG vs XKRE
XKRE −0.48pt a year
0.93%0.45%
UYG 39.7×the volume
17.3K435
UYG vs XKRE Performance
+0.7%−8.6%
- UYG 0.93%
- XKRE 0.45%, better
- UYG $777M
- XKRE $0
- UYG +15.4%
- XKRE
- UYG 10.76%
- XKRE
- UYG 83
- XKRE 1
- UYG 17.3K sh, better
- XKRE 435 sh
- UYG $93.27
- XKRE $25.79
ETF.net Grade
| Pillar | UYG | XKRE |
|---|---|---|
| Cost | A70 | A86Higher |
| Mission | ||
| Risk | A76Higher | A72 |
| Tradability | A77Higher | F24 |
| Holdings | ||
| Durability | A80Higher | F20 |
Rank among Leveraged Long (2x & Other) funds
Same Category. UYG and XKRE are both graded against the same 95 Leveraged Long (2x & Other) funds, so their Grades compare head to head.
Our read on each fund
UYGA
XKREC
In short
UYG Listed in January 2007, a year before the banking crash, UYG targets 2x the daily move of the financial stocks in the S&P 500. A veteran of the leveraged shelf, priced at 0.93% with no fee waiver propping that number up.
Stated mandate
UYG UYG seeks pre-expense daily results equal to 2x the daily performance of the S&P Financial Select Sector Index. It is designed to provide magnified financials-sector exposure on a daily basis.
Why people hold it
Worth knowing
UYG vs XKRE Holdings
How we measure overlap
Each holding counts at its smaller weight in the two funds, summed over the full Holdings. Sector, country and asset class use the same rule on each fund’s split. Cash, FX and derivative lines stay out of the counts. Two bond funds get no overlap figure.
UYG vs XKRE Cost
Overpaying UYG vs XKRE
$8,498
On $10,000 over 30 years. 7% growth a year before fees, expense ratio only.
UYG 0.93%
$17,539
XKRE 0.45%
$9,041
Cost over time
Year by year
| Year | UYG | XKRE | Overpaying |
|---|---|---|---|
| 10 | $1,644 | $812 | $832 |
| 20 | $6,199 | $3,128 | $3,071 |
| 30 | $17,539 | $9,041 | $8,498 |
- 0.93%UYG
- 0.45%XKRE, cheaper
- Middle half of Leveraged Long (2x & Other) funds
- Median 0.95%
XKRE 3rd cheapest of 95 funds
UYG 29th cheapest of 95 funds
UYG vs XKRE Dividends
- UYG 10.76%
- XKRE
- UYG $10.38
- XKRE None
- UYG $0.09
- XKRE
- UYG Sep 23, 2026
- XKRE
- UYG Sep 29, 2026
- XKRE
- UYG Quarterly
- XKRE
Distribution history
UYG vs XKRE Risk
Fall from peak · 5 years
Risk facts
- Volatility
- UYG 30.5%XKRE
- Return per unit of risk
- UYG 1.04XKRE
- Worst fall
- UYG −47.8%XKRE
- Market sensitivity
- UYG 1.58XKRE −0.65
Popular comparisons
- 0.93% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.45% · 0.89%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.93% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.45% · 0.93%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.93% · 0.95%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.
- 0.45% · 0.95%
- Same Category. Both funds are graded against the same funds, so their Grades compare head to head.