CGMS vs UPRO
Comparison between CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF) and PROSHARES ULTRAPRO S&P500 (UPRO, ETF).
CGMS vs UPRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
CGMS
$5.20B
Winner
UPRO
$5.30B
Expense Ratio
CGMS
0.39%
UPRO
N/A
Max Drawdown
Winner
CGMS
6.62%
UPRO
76.82%
Sharpe Ratio
CGMS
0.47
Winner
UPRO
1.28
5Y Beta
Winner
CGMS
0.14
UPRO
2.90
5Y Dividends CAGR
CGMS
N/A
UPRO
116.13%
CGMS vs UPRO - Historical Returns
Returns include dividend reinvestment.
1M
CGMS
-0.28%
Winner
UPRO
-0.15%
3M
CGMS
+0.47%
Winner
UPRO
+18.99%
6M
CGMS
+1.26%
Winner
UPRO
+20.08%
1Y
CGMS
+5.56%
Winner
UPRO
+54.64%
5Y(CAGR)
CGMS
N/A
UPRO
+20.85%
10Y(CAGR)
CGMS
N/A
UPRO
+28.70%
Max(CAGR)
CGMS
+8.20%
Winner
UPRO
+32.85%
CGMS vs UPRO - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | CGMS | UPRO |
|---|---|---|
| 2026 | +1.59% | +24.00% |
| 2025 | +7.67% | +33.00% |
| 2024 | +7.83% | +66.56% |
| 2023 | +11.26% | +70.82% |
| 2022 | +2.61% | -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% |
CGMS vs UPRO Drawdown Comparison
The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.
The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The current CGMS drawdown is -0.36%. The current UPRO drawdown is -4.60%.
| Rank | CGMS | UPRO |
|---|---|---|
| #1 | -4.08% Feb 28, 2025 - Jun 4, 2025 | -76.82% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -3.79% Feb 2, 2023 - Jul 12, 2023 | -63.94% Jan 3, 2022 - Jun 17, 2024 |
| #3 | -3.63% Jul 13, 2023 - Nov 14, 2023 | -51.73% Apr 29, 2011 - Apr 2, 2012 |
| #4 | -2.47% Feb 19, 2026 - Apr 14, 2026 | -50.28% Sep 20, 2018 - Jul 12, 2019 |
| #5 | -2.35% Dec 13, 2022 - Jan 6, 2023 | -48.86% Feb 19, 2025 - Jul 25, 2025 |
| #6 | -1.92% Mar 27, 2024 - May 6, 2024 | -42.88% Apr 23, 2010 - Dec 10, 2010 |
| #7 | -1.62% Feb 1, 2024 - Mar 20, 2024 | -39.29% May 21, 2015 - Jul 18, 2016 |
| #8 | -1.61% Dec 10, 2024 - Jan 27, 2025 | -29.34% Jan 26, 2018 - Aug 29, 2018 |
| #9 | -1.61% Oct 1, 2024 - Nov 29, 2024 | -27.26% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -1.39% Dec 27, 2023 - Jan 12, 2024 | -26.79% Jan 12, 2026 - Apr 17, 2026 |
| #11 | -1.26% Oct 28, 2022 - Nov 10, 2022 | -24.41% Jul 16, 2024 - Sep 24, 2024 |
| #12 | -1.09% Oct 28, 2025 - Nov 26, 2025 | -22.72% Jan 19, 2010 - Mar 16, 2010 |
| #13 | -1.09% May 6, 2026 - May 28, 2026 | -21.27% Sep 14, 2012 - Jan 4, 2013 |
| #14 | -0.84% Jul 23, 2024 - Jul 31, 2024 | -21.05% Sep 18, 2014 - Nov 3, 2014 |
| #15 | -0.81% May 15, 2024 - Jun 3, 2024 | -18.18% Feb 18, 2011 - Apr 26, 2011 |
Correlation
Correlation between CGMS and UPRO is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (2009 - 2026)
CGMS vs UPRO dividend yield comparison.
| Year | CGMS | UPRO |
|---|---|---|
| 2026 | 2.80% | 0.36% |
| 2025 | 6.00% | 0.84% |
| 2024 | 5.91% | 0.93% |
| 2023 | 5.84% | 0.74% |
| 2022 | 0.97% | 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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