CGDG vs UPRO
Comparison between CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS (CGDG, ETF) and PROSHARES ULTRAPRO S&P500 (UPRO, ETF).
CGDG vs UPRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGDG
$5.20B
Winner
UPRO
$5.30B
Expense Ratio
CGDG
0.47%
UPRO
N/A
Max Drawdown
Winner
CGDG
10.91%
UPRO
76.82%
Sharpe Ratio
CGDG
0.95
Winner
UPRO
1.28
5Y Beta
Winner
CGDG
0.63
UPRO
2.90
P/E Ratio
CGDG
24.83
UPRO
N/A
Forward P/E
CGDG
19.46
UPRO
N/A
PEG Ratio
CGDG
0.71
UPRO
N/A
5Y Dividends CAGR
CGDG
N/A
UPRO
116.13%
5Y EPS CAGR
CGDG
13.00%
UPRO
N/A
P/S Ratio
CGDG
2.14
UPRO
N/A
P/B Ratio
CGDG
4.14
UPRO
N/A
CGDG vs UPRO - Holdings Comparison
CGDG and UPRO have 31 common holdings. Overlap is 4.07%
CGDG's top 25 holdings weight is 44.80%. UPRO's top 25 holdings weight is 63.55%.
| Rank | CGDG | UPRO |
|---|---|---|
| #1 | BROADCOM INC (AVGO) - 4.64% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 25.13% |
| #2 | n/a (TSM) - 4.24% | S&P 500 INDEX SWAP (n/a) - 17.78% |
| #3 | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.72% | NVIDIA CORP (NVDA) - 3.61% |
| #4 | ASTRAZENECA PLC (AZN:XLON) - 2.63% | APPLE INC (AAPL) - 3.36% |
| #5 | TOTALENERGIES SE (TTE:XPAR) - 2.08% | MICROSOFT CORP (MSFT) - 2.08% |
| #6 | BRITISH AMERICAN TOBACCO PLC (n/a) - 2.05% | AMAZON.COM INC (AMZN) - 1.74% |
| #7 | WELLTOWER INC (WELL) - 2.00% | ALPHABET INC CLASS A (GOOGL) - 1.55% |
| #8 | IBERDROLA SA (n/a) - 1.63% | CTE PROSHARES TRUST M (n/a) - 1.43% |
| #9 | ABBVIE INC (ABBV) - 1.58% | BROADCOM INC (AVGO) - 1.34% |
| #10 | MARUBENI CORP (n/a) - 1.51% | ALPHABET INC CLASS C (GOOG) - 1.24% |
| #11 | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.41% | META PLATFORMS INC CLASS A (META) - 0.97% |
| #12 | ONEOK INC (OKE) - 1.39% | TESLA INC (TSLA) - 0.81% |
| #13 | DBS GROUP HOLDINGS LTD (n/a) - 1.39% | MICRON TECHNOLOGY INC (MU) - 0.78% |
| #14 | n/a (n/a) - 1.28% | CITIGROUP INC (C) - 0.17% |
| #15 | UNICREDIT SPA (n/a) - 1.28% | MARVELL TECHNOLOGY INC (MRVL) - 0.15% |
| #16 | NESTLE SA (n/a) - 1.28% | AMGEN INC (AMGN) - 0.15% |
| #17 | RTX CORP (RTX) - 1.27% | AMPHENOL CORP CLASS A (APH) - 0.14% |
| #18 | TRUIST FINANCIAL CORP (TFC) - 1.27% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.14% |
| #19 | CONOCOPHILLIPS (COP) - 1.24% | ANALOG DEVICES INC (ADI) - 0.14% |
| #20 | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.19% | MCDONALD'S CORP (MCD) - 0.14% |
| #21 | JAPAN POST BANK CO LTD (n/a) - 1.19% | ARISTA NETWORKS INC (ANET) - 0.14% |
| #22 | BARRICK MINING CORP (n/a) - 1.18% | WESTERN DIGITAL CORP (WDC) - 0.14% |
| #23 | KONINKLIJKE KPN NV (n/a) - 1.16% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.14% |
| #24 | PUBLIC STORAGE (PSA) - 1.10% | PEPSICO INC (PEP) - 0.14% |
| #25 | KLA CORP (KLAC) - 1.09% | QUALCOMM INC (QCOM) - 0.14% |
| Total Holdings | 105 | 445 |
CGDG vs UPRO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
CGDG
+1.73%
UPRO
-0.15%
3M
CGDG
+3.45%
Winner
UPRO
+18.99%
6M
CGDG
+4.81%
Winner
UPRO
+20.08%
1Y
CGDG
+15.30%
Winner
UPRO
+54.64%
5Y(CAGR)
CGDG
N/A
UPRO
+20.85%
10Y(CAGR)
CGDG
N/A
UPRO
+28.70%
Max(CAGR)
CGDG
+18.86%
Winner
UPRO
+32.85%
CGDG vs UPRO - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | CGDG | UPRO |
|---|---|---|
| 2026 | +7.20% | +24.00% |
| 2025 | +23.32% | +33.00% |
| 2024 | +12.23% | +66.56% |
| 2023 | +9.54% | +70.82% |
| 2022 | N/A | -57.58% |
| 2021 | N/A | +107.13% |
| 2020 | N/A | +7.18% |
| 2019 | N/A | +101.91% |
| 2018 | N/A | -26.65% |
| 2017 | N/A | +67.74% |
| 2016 | N/A | +36.68% |
| 2015 | N/A | -4.99% |
| 2014 | N/A | +42.06% |
| 2013 | N/A | +103.37% |
| 2012 | N/A | +40.02% |
| 2011 | N/A | -14.37% |
| 2010 | N/A | +29.81% |
| 2009 | N/A | +73.78% |
CGDG vs UPRO Drawdown Comparison
The maximum drawdown for CGDG was -10.52%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The current CGDG drawdown is -0.16%. The current UPRO drawdown is -4.60%.
| Rank | CGDG | UPRO |
|---|---|---|
| #1 | -10.52% Feb 13, 2025 - May 2, 2025 | -76.82% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -7.72% Feb 25, 2026 - Jun 12, 2026 | -63.94% Jan 3, 2022 - Jun 17, 2024 |
| #3 | -5.54% Oct 14, 2024 - Feb 5, 2025 | -51.73% Apr 29, 2011 - Apr 2, 2012 |
| #4 | -4.89% Mar 28, 2024 - May 9, 2024 | -50.28% Sep 20, 2018 - Jul 12, 2019 |
| #5 | -4.64% Jul 16, 2024 - Aug 15, 2024 | -48.86% Feb 19, 2025 - Jul 25, 2025 |
| #6 | -4.44% Oct 11, 2023 - Nov 3, 2023 | -42.88% Apr 23, 2010 - Dec 10, 2010 |
| #7 | -3.90% Nov 12, 2025 - Nov 28, 2025 | -39.29% May 21, 2015 - Jul 18, 2016 |
| #8 | -3.47% Jul 23, 2025 - Aug 22, 2025 | -29.34% Jan 26, 2018 - Aug 29, 2018 |
| #9 | -2.96% Aug 30, 2024 - Sep 16, 2024 | -27.26% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -2.83% Oct 6, 2025 - Oct 20, 2025 | -26.79% Jan 12, 2026 - Apr 17, 2026 |
| #11 | -2.77% May 17, 2024 - Jul 11, 2024 | -24.41% Jul 16, 2024 - Sep 24, 2024 |
| #12 | -2.49% Sep 28, 2023 - Oct 10, 2023 | -22.72% Jan 19, 2010 - Mar 16, 2010 |
| #13 | -2.46% Dec 28, 2023 - Jan 29, 2024 | -21.27% Sep 14, 2012 - Jan 4, 2013 |
| #14 | -2.09% Oct 27, 2025 - Nov 11, 2025 | -21.05% Sep 18, 2014 - Nov 3, 2014 |
| #15 | -1.85% Jun 12, 2025 - Jun 26, 2025 | -18.18% Feb 18, 2011 - Apr 26, 2011 |
Correlation
Correlation between CGDG and UPRO is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2009 - 2026)
CGDG vs UPRO dividend yield comparison.
| Year | CGDG | UPRO |
|---|---|---|
| 2026 | 1.38% | 0.36% |
| 2025 | 1.95% | 0.84% |
| 2024 | 2.15% | 0.93% |
| 2023 | 0.39% | 0.74% |
| 2022 | 0.00% | 0.52% |
| 2021 | 0.00% | 0.06% |
| 2020 | 0.00% | 0.11% |
| 2019 | 0.00% | 0.41% |
| 2018 | 0.00% | 0.63% |
| 2016 | 0.00% | 0.12% |
| 2015 | 0.00% | 0.34% |
| 2014 | 0.00% | 0.22% |
| 2013 | 0.00% | 0.07% |
| 2012 | 0.00% | 0.05% |
| 2011 | 0.00% | 0.06% |
| 2010 | 0.00% | 0.18% |
| 2009 | 0.00% | 0.11% |
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