EFZ

ProShares Short MSCI EAFE
*Unless otherwise stated, data provided by FactSet.

EFZ Fund Description

EFZ provides daily inverse exposure to a market-cap-weighted index representing 85% of the market capitalization in developed markets excluding North America.

EFZ Factset Analytics Insight

EFZ provides daily inverse exposure to the MSCI EAFE Index by holding swaps on iShares' EFA. A broad bet against developed-market large- and midcaps, EFZ especially captures inverse exposure to Japan and the UK. Note that EFZ is a tactical tool. Due to daily compounding, it's unlikely to achieve its intended exposure for longer than a one-day period. As such, trading costs are the major concern, and EFZ's are manageable thanks to adequate liquidity and generally tight spreads. EFZ charges a standard fee for a leveraged ETF, and most investors won't stick around long enough to realize much of those holding costs anyway.

EFZ MSCI ESG Analytics Insight

ProShares Short MSCI EAFE has an MSCI ESG Fund Rating of A based on a score of 6.70 out of 10. The MSCI ESG Fund Rating measures the resiliency of portfolios to long-term risks and opportunities arising from environmental, social, and governance factors. ESG Fund Ratings range from best (AAA) to worst (CCC). Highly rated funds consist of companies that tend to show strong and/or improving management of financially relevant environmental, social and governance issues. These companies may be more resilient to disruptions arising from ESG events.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. ProShares Short MSCI EAFE ranks in the 82nd percentile within its peer group and in the 77th percentile within the global universe of all funds covered by MSCI ESG Fund Ratings.

EFZ Charts And Performance

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Select ETFs to compare their performance:
PERFORMANCE [as of 11/11/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
EFZ -3.70% -7.42% -14.38% -8.58% -8.12% -5.42% -7.97%
EFZ (NAV) -3.88% -7.56% -14.38% -8.59% -8.13% -5.43% -7.98%
MSCI EAFE Index 4.30% 8.07% 18.17% 10.68% 9.45% 4.57% -7.98%
N/A -- -- -- -- -- -- --
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

EFZ Summary Data

ProShares
10/23/07
Open-Ended Fund
0.95%
$28.10M
0.09%

EFZ Portfolio Data

1.38%
12/24/19

EFZ Index Data

MSCI EAFE Index
Market Cap
Market Cap
N/A

EFZ Fund Structure

Yes
No
No Policy
N/A
N/A
High
-1
Daily

EFZ Tax Exposures

20.00% / 39.60%
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No
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

EFZ Factset Analytics Block Liquidity

As of 11/12/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of EFZ. EFZ is rated a N/A out of 5.

EFZ Tradability

35,422
$931.67K
5,089
$131.36K
0.09%
$0.02
-0.03%
0.18% / -0.20%
None
0.00%
50,000
0.10
0.02%
--
33
$25.01
N/A

EFZ MSCI ESG Ratings

A
6.70 / 10
76.79
81.72
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