BHK vs UYG

Comparison between BlackRock Core Bond Trust (BHK, ETF) and PROSHARES ULTRA FINANCIALS (UYG, ETF).

5-Year PerformanceUYG has outperformed BHK, delivering a return of +12.9% compared to -2.9%

BHK vs UYG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BHK(ETF)	UYG(ETF)
Net Assets	$696M	$693M
Max Drawdown	48.25%	97.97%
Sharpe Ratio	-0.13	0.29
5Y Beta	0.24	1.57
P/E Ratio	N/A	15.19
Forward P/E	N/A	15.72
5Y Dividends CAGR	1.24%	104.43%
5Y EPS CAGR	N/A	11.58%
Debt to Equity	N/A	71.44%

Net Assets

Winner

BHK

$696M

UYG

$693M

Max Drawdown

Winner

BHK

48.25%

UYG

97.97%

Sharpe Ratio

BHK

-0.13

Winner

UYG

0.29

5Y Beta

Winner

BHK

0.24

UYG

1.57

P/E Ratio

BHK

N/A

UYG

15.19

Forward P/E

BHK

N/A

UYG

15.72

5Y Dividends CAGR

BHK

1.24%

Winner

UYG

104.43%

5Y EPS CAGR

BHK

N/A

UYG

11.58%

Debt to Equity

BHK

N/A

UYG

71.44%

BHK vs UYG - Historical Returns

Returns include dividend reinvestment.

Period	BHK	UYG
1 month	+3.37%	+6.64%
3 months	+0.17%	+18.75%
6 months	-0.73%	-5.58%
1 year	+2.51%	+8.27%
5 years(CAGR)	-2.91%	+12.91%
10 years(CAGR)	+3.12%	+18.05%
Max(CAGR)	+5.63%	+0.81%

BHK

+3.37%

Winner

UYG

+6.64%

BHK

+0.17%

Winner

UYG

+18.75%

Winner

BHK

-0.73%

UYG

-5.58%

BHK

+2.51%

Winner

UYG

+8.27%

5Y(CAGR)

BHK

-2.91%

Winner

UYG

+12.91%

10Y(CAGR)

BHK

+3.12%

Winner

UYG

+18.05%

Max(CAGR)

Winner

BHK

+5.63%

UYG

+0.81%

BHK vs UYG - Annual Returns (2001 - 2026)

Returns include dividend reinvestment.

Year	BHK	UYG
2026	-1.40%	-7.40%
2025	+2.74%	+20.40%
2024	+5.09%	+54.90%
2023	+12.20%	+21.56%
2022	-31.36%	-33.20%
2021	+7.34%	+81.39%
2020	+17.96%	-21.03%
2019	+25.49%	+65.80%
2018	-7.86%	-22.15%
2017	+14.36%	+38.89%
2016	+9.56%	+39.01%
2015	+2.20%	-2.76%
2014	+10.30%	+32.96%
2013	-9.83%	+67.98%
2012	+16.61%	+54.75%
2011	+14.84%	-34.23%
2010	+13.91%	+13.98%
2009	+14.66%	-6.78%
2008	-1.63%	-84.66%
2007	-1.69%	-41.14%
2006	+3.09%	N/A
2005	+5.27%	N/A
2004	+8.43%	N/A
2003	+9.16%	N/A
2002	+0.16%	N/A
2001	+0.00%	N/A

BHK vs UYG Drawdown Comparison

The maximum drawdown for BHK was -39.44%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for UYG was -97.93%, occurring on Mar 6, 2009. Recovery took 4460 trading sessions.

The current BHK drawdown is -19.71%. The current UYG drawdown is -12.17%.

Rank	BHK	UYG
#1	-39.44% Sep 15, 2021 - Oct 20, 2022	-97.93% Feb 20, 2007 - Nov 6, 2024
#2	-30.60% May 27, 2008 - Jul 24, 2009	-30.35% Feb 18, 2025 - Jul 3, 2025
#3	-23.65% Feb 24, 2020 - Jun 10, 2020	-28.91% Jan 6, 2026 - Mar 27, 2026
#4	-19.31% Nov 12, 2012 - Jan 9, 2015	-15.20% Nov 29, 2024 - Jan 30, 2025
#5	-12.30% Mar 18, 2004 - Sep 2, 2004	-11.82% Sep 29, 2025 - Dec 11, 2025
#6	-12.05% Sep 28, 2010 - Sep 12, 2011	-7.58% Jul 25, 2025 - Aug 22, 2025
#7	-11.84% Dec 27, 2001 - Sep 18, 2002	-6.00% Jul 3, 2025 - Jul 25, 2025
#8	-10.75% Sep 12, 2005 - Oct 5, 2006	-3.72% Sep 4, 2025 - Sep 19, 2025
#9	-10.56% Jun 13, 2003 - Mar 18, 2004	-3.33% Nov 6, 2024 - Nov 11, 2024
#10	-10.13% Aug 31, 2016 - May 18, 2017	-3.28% Dec 24, 2025 - Jan 5, 2026
#11	-9.68% Jan 2, 2018 - Mar 8, 2019	-3.19% Feb 8, 2007 - Feb 14, 2007
#12	-9.47% May 7, 2007 - Jan 15, 2008	-3.15% Feb 6, 2025 - Feb 18, 2025
#13	-9.06% Apr 24, 2015 - Mar 9, 2016	-2.39% Jan 30, 2025 - Feb 6, 2025
#14	-8.50% Jan 25, 2021 - Jun 15, 2021	-2.09% Sep 19, 2025 - Sep 29, 2025
#15	-8.48% Jan 24, 2008 - Apr 23, 2008	-1.92% Dec 15, 2025 - Dec 22, 2025

Correlation

Correlation between BHK and UYG is 0.61 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.61

-101

Dividend Comparison (2002 - 2026)

BHK vs UYG dividend yield comparison.

Year	BHK	UYG
2026	4.98%	0.24%
2025	9.33%	11.72%
2024	8.75%	0.51%
2023	8.39%	0.79%
2022	8.08%	0.77%
2021	6.50%	9.39%
2020	5.17%	0.66%
2019	5.44%	0.90%
2018	6.53%	1.56%
2017	5.68%	1.68%
2016	6.36%	2.27%
2015	7.18%	2.48%
2014	8.33%	3.41%
2013	7.09%	1.72%
2012	6.25%	5.16%
2011	6.08%	2.00%
2010	7.13%	0.10%
2009	8.34%	0.41%
2008	7.15%	3.27%
2007	6.89%	1.47%
2006	6.81%	0.00%
2005	11.53%	0.00%
2004	9.58%	0.00%
2003	9.72%	0.00%
2002	8.92%	0.00%