AGQ vs USLV

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 expense ratio is 1.5%.

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.

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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 expense ratio is 0.35%.

USLV holdings

Top 10 Holdings (0.00% of Total Assets)

Name Symbol % Assets

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?

Other relevant USLV comparisons

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