DBEZ vs UPAR
Comparison between XTRACKERS MSCI EUROZONE HEDGED EQUITY ETF (DBEZ, ETF) and UPAR ULTRA RISK PARITY ETF (UPAR, ETF).
DBEZ vs UPAR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
DBEZ
$70M
UPAR
$69M
Expense Ratio
Winner
DBEZ
0.45%
UPAR
0.68%
Max Drawdown
Winner
DBEZ
38.76%
UPAR
43.05%
Sharpe Ratio
DBEZ
0.94
Winner
UPAR
1.29
5Y Beta
DBEZ
0.79
Winner
UPAR
0.54
5Y Dividends CAGR
DBEZ
31.57%
UPAR
N/A
DBEZ vs UPAR - Holdings Comparison
DBEZ and UPAR have 1 common holdings. Overlap is -78.33%
DBEZ's top 25 holdings weight is 44.69%. UPAR's top 25 holdings weight is 117.07%.
| Rank | DBEZ | UPAR |
|---|---|---|
| #1 | ASML HOLDING NV (n/a) - 7.07% | n/a (n/a) - 17.99% |
| #2 | SIEMENS AG (n/a) - 2.71% | SPDR® GOLD MINISHARES (GLDM) - 14.03% |
| #3 | EURO STOXX 50 FUTURE JUNE 26 (n/a) - 2.38% | UNITED STATES TREASURY BONDS 1% (n/a) - 11.43% |
| #4 | SAP SE (n/a) - 2.08% | UNITED STATES TREASURY BONDS 0.75% (n/a) - 8.89% |
| #5 | BANCO SANTANDER SA (n/a) - 2.05% | n/a (n/a) - 7.45% |
| #6 | TOTALENERGIES SE (TTE:XPAR) - 2.03% | UNITED STATES TREASURY BONDS 2.13% (n/a) - 6.39% |
| #7 | SCHNEIDER ELECTRIC SE (n/a) - 1.97% | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.36% |
| #8 | ALLIANZ SE (n/a) - 1.94% | UNITED STATES TREASURY BONDS 1.38% (n/a) - 5.23% |
| #9 | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.84% | MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 4.96% |
| #10 | IBERDROLA SA (n/a) - 1.68% | UNITED STATES TREASURY BONDS 0.63% (n/a) - 4.25% |
| #11 | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.53% | UNITED STATES TREASURY BONDS 0.88% (n/a) - 4.06% |
| #12 | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.50% | VANGUARD EXTENDED MARKET ETF (VXF) - 3.88% |
| #13 | DEUTSCHE TELEKOM AG (n/a) - 1.40% | UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.54% |
| #14 | SAFRAN SA (n/a) - 1.38% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.94% |
| #15 | AIR LIQUIDE SA (n/a) - 1.38% | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 2.65% |
| #16 | UNICREDIT SPA (n/a) - 1.35% | UNITED STATES TREASURY BONDS 0.25% (n/a) - 2.08% |
| #17 | AIRBUS SE (n/a) - 1.34% | EXXON MOBIL CORP (XOM) - 1.89% |
| #18 | INFINEON TECHNOLOGIES AG (n/a) - 1.33% | UNITED STATES TREASURY BONDS 2.38% (n/a) - 1.83% |
| #19 | BNP PARIBAS ACT. CAT.A (n/a) - 1.22% | UNITED STATES TREASURY BONDS 1.5% (n/a) - 1.56% |
| #20 | L'OREAL SA (n/a) - 1.16% | DEERE & CO (DE) - 1.51% |
| #21 | n/a (n/a) - 1.13% | BHP GROUP LTD ADR (BHP) - 1.24% |
| #22 | SANOFI SA (n/a) - 1.09% | CHEVRON CORP (CVX) - 1.12% |
| #23 | ENEL SPA (n/a) - 1.05% | RIO TINTO PLC ADR (RIO) - 1.04% |
| #24 | INTESA SANPAOLO (n/a) - 1.05% | SOUTHERN COPPER CORP (SCCO) - 0.89% |
| #25 | ING GROEP NV (n/a) - 1.03% | US DOLLARS (n/a) - 0.86% |
| Total Holdings | 608 | 152 |
DBEZ vs UPAR - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DBEZ
+2.88%
UPAR
-1.81%
3M
Winner
DBEZ
+7.31%
UPAR
-2.96%
6M
Winner
DBEZ
+10.47%
UPAR
+6.89%
1Y
DBEZ
+17.91%
Winner
UPAR
+23.02%
5Y(CAGR)
Winner
DBEZ
+11.61%
UPAR
-1.15%
10Y(CAGR)
DBEZ
+11.64%
UPAR
N/A
Max(CAGR)
Winner
DBEZ
+11.05%
UPAR
-1.15%
DBEZ vs UPAR - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | DBEZ | UPAR |
|---|---|---|
| 2026 | +7.21% | +5.63% |
| 2025 | +25.52% | +23.87% |
| 2024 | +10.08% | -1.95% |
| 2023 | +18.68% | +4.94% |
| 2022 | -11.53% | -30.27% |
| 2021 | +22.07% | N/A |
| 2020 | -0.97% | N/A |
| 2019 | +29.69% | N/A |
| 2018 | -10.81% | N/A |
| 2017 | +13.84% | N/A |
| 2016 | +7.63% | N/A |
| 2015 | +9.73% | N/A |
| 2014 | +4.55% | N/A |
DBEZ vs UPAR Drawdown Comparison
The maximum drawdown for DBEZ was -38.76%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.
The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.
The current DBEZ drawdown is -1.74%. The current UPAR drawdown is -7.07%.
| Rank | DBEZ | UPAR |
|---|---|---|
| #1 | -38.76% Feb 19, 2020 - Jan 8, 2021 | -38.97% Jan 12, 2022 - Feb 23, 2026 |
| #2 | -25.45% Apr 10, 2015 - Mar 16, 2017 | -11.13% Mar 2, 2026 - Mar 27, 2026 |
| #3 | -23.42% Nov 16, 2021 - Feb 15, 2023 | -2.22% Jan 4, 2022 - Jan 12, 2022 |
| #4 | -18.37% May 22, 2018 - Apr 30, 2019 | N/A |
| #5 | -15.59% Mar 19, 2025 - May 12, 2025 | N/A |
| #6 | -11.03% Feb 25, 2026 - May 6, 2026 | N/A |
| #7 | -10.66% Jul 31, 2023 - Dec 6, 2023 | N/A |
| #8 | -9.71% May 15, 2024 - Jan 16, 2025 | N/A |
| #9 | -9.07% Jan 23, 2018 - May 21, 2018 | N/A |
| #10 | -7.58% Jul 24, 2019 - Sep 12, 2019 | N/A |
| #11 | -6.41% Mar 3, 2023 - Apr 13, 2023 | N/A |
| #12 | -5.79% Apr 30, 2019 - Jul 1, 2019 | N/A |
| #13 | -5.05% Nov 12, 2025 - Dec 19, 2025 | N/A |
| #14 | -4.86% Aug 13, 2021 - Oct 29, 2021 | N/A |
| #15 | -4.75% May 5, 2017 - Sep 29, 2017 | N/A |
Correlation
Correlation between DBEZ and UPAR is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2015 - 2026)
DBEZ vs UPAR dividend yield comparison.
| Year | DBEZ | UPAR |
|---|---|---|
| 2026 | 0.00% | 0.17% |
| 2025 | 4.20% | 3.28% |
| 2024 | 0.62% | 3.32% |
| 2023 | 1.84% | 3.04% |
| 2022 | 1.68% | 4.73% |
| 2021 | 1.64% | 0.00% |
| 2020 | 1.99% | 0.00% |
| 2019 | 2.86% | 0.00% |
| 2018 | 2.56% | 0.00% |
| 2017 | 2.11% | 0.00% |
| 2016 | 3.42% | 0.00% |
| 2015 | 4.92% | 0.00% |
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