A Daily Network publication
Explore the network
Private Wealth Daily
Independent Intelligence on the Private Wealth Industry
Friday, October 2, 2026The Morning Brief →Sign in

HDVvsUGE

iShares Core High Dividend ETF against ProShares Ultra Consumer Goods — the fee, the flows, the book, and a year head-to-head.

One year, growth of $100
HDV 23UGE 100Oct 25Oct 26GROWTH OF $100
Head to head
HDVUGE
Expense ratio0.080%0.95%
Assets$14.5B$8313.17T
Net flow, 1 month−$136M−$700K
Net flow, 1 year+$1.2B−$150K
Return, YTD-77.0%+2.7%
Return, 1 year-77.2%0.0%
Avg daily volume4M34K
Holdings8143
ListedMar 29, 2011Feb 1, 2007
Options marketYesYes

MARKED CELLS LEAD ON THAT LINE · LOWER FEE, LARGER ASSETS, STRONGER FLOWS & RETURNS

Every weekday · 6:30 a.m. ET

The Morning Brief

The private wealth industry in four minutes, every weekday at 6:30 a.m. ET. Free.