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DIG vs DTF

Comparison between PROSHARES ULTRA ENERGY (DIG, ETF) and DTF Tax-Free Income 2028 Term Fund Inc (DTF, ETF).

5-Year PerformanceDIG has outperformed DTF, delivering a return of +27.3% compared to -1.6%

DIG vs DTF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DIG
$85M
DTF
$85M
Max Drawdown
DIG
97.36%
Winner
DTF
46.78%
Sharpe Ratio
Winner
DIG
1.69
DTF
0.41
5Y Beta
DIG
1.09
Winner
DTF
0.05
P/E Ratio
DIG
21.99
DTF
N/A
Forward P/E
DIG
13.27
DTF
N/A
PEG Ratio
DIG
1.02
DTF
N/A
5Y Dividends CAGR
Winner
DIG
23.66%
DTF
-2.53%
Debt to Equity
DIG
37.50%
DTF
N/A
P/S Ratio
DIG
1.66
DTF
N/A
P/B Ratio
DIG
2.46
DTF
N/A

DIG vs DTF - Historical Returns

Returns include dividend reinvestment.

1M
DIG
-7.39%
Winner
DTF
+0.20%
3M
Winner
DIG
+2.00%
DTF
+0.94%
6M
Winner
DIG
+53.08%
DTF
+2.17%
1Y
Winner
DIG
+90.40%
DTF
+5.61%
5Y(CAGR)
Winner
DIG
+27.28%
DTF
-1.59%
10Y(CAGR)
Winner
DIG
+4.46%
DTF
+0.01%
Max(CAGR)
DIG
-0.25%
Winner
DTF
+4.01%

DIG vs DTF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDIGDTF
2026+54.04%+1.70%
2025+0.55%+5.26%
2024-1.38%+7.67%
2023-5.81%+1.37%
2022+112.77%-21.00%
2021+114.34%+0.43%
2020-70.87%+2.72%
2019+8.10%+21.37%
2018-42.08%-7.50%
2017-9.44%+1.45%
2016+48.01%+1.26%
2015-44.45%+4.44%
2014-19.74%+15.52%
2013+46.44%-14.99%
2012-0.95%+9.74%
2011-5.49%+15.57%
2010+26.10%+7.00%
2009+10.39%+27.74%
2008-72.79%-11.40%
2007+66.35%-4.16%
2006N/A+9.24%
2005N/A-3.20%
2004N/A+4.10%
2003N/A+8.06%
2002N/A+15.28%
2001N/A+11.51%
2000N/A+6.24%
1999N/A-11.49%

DIG vs DTF Drawdown Comparison

The maximum drawdown for DIG was -97.04%, occurring on Mar 23, 2020. This drawdown has not yet recovered.

The maximum drawdown for DTF was -37.46%, occurring on Oct 10, 2008. Recovery took 1015 trading sessions.

The current DIG drawdown is -53.11%. The current DTF drawdown is -9.61%.

RankDIGDTF
#1-97.04%
May 20, 2008 - Mar 23, 2020
-37.46%
Jul 21, 2005 - Aug 3, 2009
#2-30.73%
Jan 3, 2008 - Apr 17, 2008
-25.72%
Aug 27, 2021 - Nov 8, 2022
#3-24.48%
Jul 19, 2007 - Sep 20, 2007
-25.45%
Nov 28, 2012 - Mar 31, 2016
#4-19.20%
Oct 18, 2007 - Dec 26, 2007
-21.21%
Mar 9, 2020 - Nov 30, 2020
#5-12.38%
Feb 26, 2007 - Mar 22, 2007
-17.93%
Jun 6, 2016 - Sep 26, 2019
#6-10.12%
Apr 22, 2008 - May 13, 2008
-16.23%
Mar 17, 2004 - Jan 4, 2005
#7-8.95%
Jun 18, 2007 - Jul 6, 2007
-13.73%
Sep 30, 2010 - Sep 13, 2011
#8-6.83%
Jun 4, 2007 - Jun 14, 2007
-13.25%
Nov 1, 1999 - Jan 16, 2001
#9-4.71%
May 21, 2007 - May 30, 2007
-10.52%
Jun 4, 2003 - Feb 11, 2004
#10-4.31%
Oct 1, 2007 - Oct 10, 2007
-8.54%
Sep 11, 2002 - Jan 30, 2003
#11-4.22%
Apr 16, 2007 - Apr 25, 2007
-8.26%
Feb 14, 2005 - Jun 30, 2005
#12-4.16%
Jul 13, 2007 - Jul 19, 2007
-6.50%
Nov 14, 2001 - Mar 5, 2002
#13-4.10%
Feb 7, 2007 - Feb 23, 2007
-5.87%
Mar 6, 2002 - May 1, 2002
#14-3.65%
May 8, 2007 - May 11, 2007
-5.45%
Mar 1, 2012 - Apr 26, 2012
#15-3.40%
Sep 21, 2007 - Oct 1, 2007
-5.44%
Nov 30, 2020 - May 7, 2021

Correlation

Correlation between DIG and DTF is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.54
-101

Dividend Comparison (2000 - 2026)

DIG vs DTF dividend yield comparison.

YearDIGDTF
20260.36%1.42%
20252.62%3.42%
20243.13%3.48%
20230.61%3.63%
20221.33%3.57%
20212.24%4.35%
20203.18%3.22%
20192.72%2.98%
20182.30%5.48%
20171.76%4.95%
20161.09%6.53%
20151.56%5.81%
20140.87%5.46%
20130.43%6.06%
20120.22%5.03%
20110.15%5.34%
20100.51%5.72%
20090.66%4.76%
200814.87%5.02%
20077.46%4.49%
20060.00%5.15%
20050.00%6.19%
20040.00%6.36%
20030.00%6.03%
20020.00%5.58%
20010.00%5.30%
20000.00%2.36%

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