BNKU vs UXI
Comparison between Bank of Montreal (BNKU, ETF) and PROSHARES ULTRA INDUSTRIALS (UXI, ETF).
5-Year PerformanceUXI has outperformed BNKU, delivering a return of +11.5% compared to -10.4%
BNKU vs UXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
BNKU
$32M
UXI
$32M
Max Drawdown
BNKU
91.10%
Winner
UXI
89.68%
Sharpe Ratio
Winner
BNKU
1.46
UXI
1.09
5Y Beta
Winner
BNKU
1.43
UXI
1.80
P/E Ratio
Winner
BNKU
13.99
UXI
32.31
Forward P/E
Winner
BNKU
13.26
UXI
26.39
PEG Ratio
Winner
BNKU
0.60
UXI
0.68
5Y Dividends CAGR
BNKU
N/A
UXI
41.22%
5Y EPS CAGR
BNKU
11.94%
UXI
N/A
Debt to Equity
BNKU
92.79%
Winner
UXI
64.41%
P/S Ratio
BNKU
3.72
Winner
UXI
3.18
P/B Ratio
Winner
BNKU
1.72
UXI
7.25
BNKU vs UXI - Holdings Comparison
BNKU and UXI have 0 common holdings. Overlap is 0.00%
BNKU's top 25 holdings weight is 99.99%. UXI's top 25 holdings weight is 76.63%.
| Rank | BNKU | UXI |
|---|---|---|
| #1 | U.S. BANCORP (USB) - 10.97% | INDUSTRIAL SELECT SECTOR INDEX SWAP (n/a) - 19.64% |
| #2 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 10.70% | CASH (n/a) - 13.23% |
| #3 | BANK OF AMERICA CORP (BAC) - 10.23% | CTE PROSHARES TRUST M (n/a) - 5.13% |
| #4 | WELLS FARGO & CO (WFC) - 10.13% | CATERPILLAR INC (CAT) - 4.83% |
| #5 | JPMORGAN CHASE & CO (JPM) - 10.00% | GE AEROSPACE (GE) - 3.77% |
| #6 | BANK OF NEW YORK MELLON CORP (BK) - 9.82% | GE VERNOVA INC (GEV) - 3.31% |
| #7 | CITIGROUP INC (C) - 9.77% | RTX CORP (RTX) - 2.74% |
| #8 | THE GOLDMAN SACHS GROUP INC (GS) - 9.70% | BOEING CO (BA) - 1.97% |
| #9 | CHARLES SCHWAB CORP (SCHW) - 9.45% | UNION PACIFIC CORP (UNP) - 1.84% |
| #10 | MORGAN STANLEY (MS) - 9.22% | EATON CORP PLC (ETN) - 1.79% |
| #11 | N/A | HONEYWELL INTERNATIONAL INC (HON) - 1.68% |
| #12 | N/A | UBER TECHNOLOGIES INC (UBER) - 1.65% |
| #13 | N/A | DEERE & CO (DE) - 1.52% |
| #14 | N/A | VERTIV HOLDINGS CO CLASS A (VRT) - 1.41% |
| #15 | N/A | PARKER HANNIFIN CORP (PH) - 1.26% |
| #16 | N/A | QUANTA SERVICES INC (PWR) - 1.26% |
| #17 | N/A | LOCKHEED MARTIN CORP (LMT) - 1.23% |
| #18 | N/A | HOWMET AEROSPACE INC (HWM) - 1.20% |
| #19 | N/A | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.16% |
| #20 | N/A | CUMMINS INC (CMI) - 1.05% |
| #21 | N/A | AUTOMATIC DATA PROCESSING INC (ADP) - 1.00% |
| #22 | N/A | GENERAL DYNAMICS CORP (GD) - 1.00% |
| #23 | N/A | FEDEX CORP (FDX) - 0.99% |
| #24 | N/A | CSX CORP (CSX) - 0.99% |
| #25 | N/A | n/a (JCI) - 0.98% |
| Total Holdings | 10 | 83 |
BNKU vs UXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
BNKU
+10.59%
UXI
+1.53%
3M
Winner
BNKU
+31.00%
UXI
+0.65%
6M
BNKU
+15.87%
Winner
UXI
+23.25%
1Y
Winner
BNKU
+103.15%
UXI
+39.22%
5Y(CAGR)
BNKU
-10.43%
Winner
UXI
+11.54%
10Y(CAGR)
BNKU
N/A
UXI
+19.16%
Max(CAGR)
BNKU
-4.80%
Winner
UXI
+13.02%
BNKU vs UXI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | BNKU | UXI |
|---|---|---|
| 2026 | +0.46% | +17.99% |
| 2025 | +46.04% | +30.94% |
| 2024 | +44.52% | +29.41% |
| 2023 | -7.85% | +26.28% |
| 2022 | -57.27% | -32.05% |
| 2021 | +120.87% | +40.56% |
| 2020 | -68.69% | +13.46% |
| 2019 | +55.40% | +65.69% |
| 2018 | N/A | -28.21% |
| 2017 | N/A | +47.88% |
| 2016 | N/A | +41.82% |
| 2015 | N/A | -6.69% |
| 2014 | N/A | +15.74% |
| 2013 | N/A | +82.23% |
| 2012 | N/A | +27.95% |
| 2011 | N/A | -11.93% |
| 2010 | N/A | +44.24% |
| 2009 | N/A | +30.85% |
| 2008 | N/A | -69.58% |
| 2007 | N/A | +10.42% |
BNKU vs UXI Drawdown Comparison
The maximum drawdown for BNKU was -91.10%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The maximum drawdown for UXI was -89.02%, occurring on Mar 9, 2009. Recovery took 1554 trading sessions.
The current BNKU drawdown is -56.10%. The current UXI drawdown is -7.07%.
| Rank | BNKU | UXI |
|---|---|---|
| #1 | -91.10% Jan 2, 2020 - Mar 23, 2020 | -89.02% Jul 19, 2007 - Sep 19, 2013 |
| #2 | -35.57% Jul 26, 2019 - Oct 25, 2019 | -66.48% Feb 12, 2020 - Nov 16, 2020 |
| #3 | -28.32% May 3, 2019 - Jul 24, 2019 | -48.25% Nov 16, 2021 - Jul 16, 2024 |
| #4 | -8.07% Nov 27, 2019 - Dec 6, 2019 | -43.80% Jan 26, 2018 - Nov 1, 2019 |
| #5 | -4.47% Oct 29, 2019 - Nov 1, 2019 | -36.42% Nov 29, 2024 - Jun 30, 2025 |
| #6 | -4.22% Nov 8, 2019 - Nov 21, 2019 | -30.89% Mar 2, 2015 - Jul 8, 2016 |
| #7 | -3.87% Apr 4, 2019 - Apr 12, 2019 | -23.59% Mar 2, 2026 - Mar 30, 2026 |
| #8 | -3.36% Apr 12, 2019 - Apr 16, 2019 | -19.16% Jun 9, 2014 - Nov 6, 2014 |
| #9 | -3.09% Apr 29, 2019 - May 3, 2019 | -14.10% Jan 15, 2014 - Mar 6, 2014 |
| #10 | -2.90% Apr 17, 2019 - Apr 29, 2019 | -13.44% Aug 30, 2021 - Nov 16, 2021 |
| #11 | -2.75% Jul 24, 2019 - Jul 26, 2019 | -12.23% Jul 16, 2024 - Aug 23, 2024 |
| #12 | -2.72% Dec 17, 2019 - Dec 26, 2019 | -11.81% Dec 29, 2014 - Feb 13, 2015 |
| #13 | -2.71% Dec 12, 2019 - Dec 17, 2019 | -11.61% Jan 12, 2021 - Feb 8, 2021 |
| #14 | -2.21% Dec 26, 2019 - Jan 2, 2020 | -11.13% Feb 21, 2007 - Apr 20, 2007 |
| #15 | -1.74% Dec 6, 2019 - Dec 12, 2019 | -11.01% Nov 25, 2014 - Dec 26, 2014 |
Correlation
Correlation between BNKU and UXI is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.
0.03
-101
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