Both AGQ and USLV are ETFs. AGQ has a lower 5-year return than USLV (-4.42% vs 9.74%). AGQ has a higher expense ratio than USLV (1.5% vs 0.35%). Below is the comparison between AGQ and USLV.
| AGQ | USLV | |
|---|---|---|
| Security Type | ETF | ETF |
| Segment | Leveraged Commodities: Precious Metals Silver | Leveraged Commodities: Precious Metals Silver |
| Family | ProShares | Credit Suisse |
| Net Assets | $470.50M | N/A |
| Expense Ratio | 1.50% | 0.35% |
| Management Style | passive (index-based) | passive (index-based) |
| Dividend Yield | 0.00% | N/A |
| Underlying Index | Silver Spot Price | S&P GSCI Silver Index ER |
| YTD Return | -15.17% | 1.98% |
| 1-Year Return | -43.64% | 20.57% |
| 3-Year Return | 9.55% | 8.23% |
| 5-Year Return | -4.42% | 9.74% |
| 10-Year Return | -15.89% | 0.00% |
AGQ
AGQ description
The Fund seeks to provide daily investment results that correspond to twice (200%) the daily performance of its corresponding benchmark. The Fund determines the type, quantity and mix of investment positions that it believes in combination should produce daily returns consistent with the Fund's objective.
AGQ performance & returns
| YTD Return | -15.17% |
| 1-Month Return | -13.12% |
| 3-Month Return | -20.35% |
| 1-Year Return | -43.64% |
| 3-Year Return | 9.55% |
| 5-Year Return | -4.42% |
| 10-Year Return | -15.89% |
AGQ holdings
Top 10 Holdings (200.00% of Total Assets)
| Name | Symbol | % Assets |
|---|---|---|
| Silver Dec20 | SIZ0 | 54.95% |
| Bloomberg Silver Subindex Swap - Citibank Na | N/A | 47.79% |
| Bloomberg Silver Subindex Swap - Goldman Sachs | N/A | 36.26% |
| Bloomberg Silver Subindex Swap - Ms | N/A | 33.38% |
| Bloomberg Silver Subindex Swap - Ubs Ag | N/A | 27.62% |
AGQ pros
None that we could think of.AGQ cons
None that we could think of.Other relevant AGQ comparisons
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USLV
USLV description
USLV performance & returns
| YTD Return | 1.98% |
| 1-Month Return | -4.02% |
| 3-Month Return | 8.66% |
| 1-Year Return | 20.57% |
| 3-Year Return | 8.23% |
| 5-Year Return | 9.74% |
| 10-Year Return | 0.00% |
USLV pros
The following are USLV strengths from our perspective:
- USLV 3-year return is 6.68%, which is higher than the 3-year return of the benchmark index (Russell 1000 Value TR USD), 3.27%.
- USLV 5-year return is 13.44%, which is higher than the 5-year return of the benchmark index (Russell 1000 Value TR USD), 5.61%.
USLV cons
The following are USLV weaknesses from our perspective:
- USLV net assets are $255.18 million. This fund is not a popular choice with retail investors.
- USLV expense ratio is 1.65%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
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