DIVY vs UXI
Comparison between SOUND EQUITY DIVIDEND INCOME ETF (DIVY, ETF) and PROSHARES ULTRA INDUSTRIALS (UXI, ETF).
5-Year PerformanceUXI has outperformed DIVY, delivering a return of +12.4% compared to +6.6%
DIVY vs UXI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DIVY
$28M
Winner
UXI
$29M
Expense Ratio
DIVY
0.45%
UXI
N/A
Max Drawdown
Winner
DIVY
50.03%
UXI
89.68%
Sharpe Ratio
Winner
DIVY
1.14
UXI
1.10
5Y Beta
Winner
DIVY
0.65
UXI
1.82
P/E Ratio
DIVY
58.74
Winner
UXI
31.32
Forward P/E
Winner
DIVY
10.86
UXI
26.44
PEG Ratio
Winner
DIVY
-0.03
UXI
0.65
5Y Dividends CAGR
DIVY
N/A
UXI
41.22%
5Y EPS CAGR
DIVY
2.54%
UXI
N/A
Debt to Equity
DIVY
72.09%
Winner
UXI
64.80%
P/S Ratio
Winner
DIVY
1.22
UXI
3.18
P/B Ratio
Winner
DIVY
1.78
UXI
7.24
DIVY vs UXI - Holdings Comparison
DIVY and UXI have 3 common holdings. Overlap is 1.06%
DIVY's top 25 holdings weight is 81.30%. UXI's top 25 holdings weight is 76.34%.
| Rank | DIVY | UXI |
|---|---|---|
| #1 | CISCO SYSTEMS INC (CSCO) - 4.71% | INDUSTRIAL SELECT SECTOR INDEX SWAP (n/a) - 19.45% |
| #2 | OMNICOM GROUP INC (OMC) - 4.30% | CASH (n/a) - 13.27% |
| #3 | CITIZENS FINANCIAL GROUP INC (CFG) - 3.85% | CTE PROSHARES TRUST M (n/a) - 5.19% |
| #4 | EVERSOURCE ENERGY (ES) - 3.68% | CATERPILLAR INC (CAT) - 4.85% |
| #5 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 3.64% | GE AEROSPACE (GE) - 3.82% |
| #6 | PRINCIPAL FINANCIAL GROUP INC (PFG) - 3.58% | GE VERNOVA INC (GEV) - 3.00% |
| #7 | TOTALENERGIES SE (TTE:XPAR) - 3.46% | RTX CORP (RTX) - 2.68% |
| #8 | GSK PLC ADR (GSK) - 3.37% | BOEING CO (BA) - 1.96% |
| #9 | PERRIGO CO PLC (PRGO) - 3.31% | EATON CORP PLC (ETN) - 1.86% |
| #10 | HF SINCLAIR CORP (DINO) - 3.29% | UNION PACIFIC CORP (UNP) - 1.80% |
| #11 | FRANKLIN RESOURCES INC (BEN) - 3.29% | HONEYWELL INTERNATIONAL INC (HON) - 1.71% |
| #12 | SONOCO PRODUCTS CO (SON) - 3.22% | UBER TECHNOLOGIES INC (UBER) - 1.69% |
| #13 | COREBRIDGE FINANCIAL INC (CRBG) - 3.10% | DEERE & CO (DE) - 1.67% |
| #14 | CITIGROUP INC (C) - 3.07% | VERTIV HOLDINGS CO CLASS A (VRT) - 1.46% |
| #15 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.04% | PARKER HANNIFIN CORP (PH) - 1.22% |
| #16 | M&T BANK CORP (MTB) - 2.99% | QUANTA SERVICES INC (PWR) - 1.20% |
| #17 | AVISTA CORP (AVA) - 2.98% | LOCKHEED MARTIN CORP (LMT) - 1.19% |
| #18 | PROVIDENT FINANCIAL SERVICES INC (PFS) - 2.96% | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.16% |
| #19 | AT&T INC (T) - 2.94% | HOWMET AEROSPACE INC (HWM) - 1.15% |
| #20 | ENBRIDGE INC (ENB) - 2.92% | AUTOMATIC DATA PROCESSING INC (ADP) - 1.07% |
| #21 | PFIZER INC (PFE) - 2.86% | CUMMINS INC (CMI) - 1.06% |
| #22 | ONEOK INC (OKE) - 2.79% | n/a (JCI) - 1.00% |
| #23 | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 2.71% | CSX CORP (CSX) - 0.98% |
| #24 | ACCENTURE PLC CLASS A (ACN) - 2.64% | GENERAL DYNAMICS CORP (GD) - 0.98% |
| #25 | JM SMUCKER CO (SJM) - 2.60% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.92% |
| Total Holdings | 38 | 84 |
DIVY vs UXI - Historical Returns
Returns include dividend reinvestment.
1M
Winner
DIVY
+4.89%
UXI
+0.76%
3M
DIVY
+9.87%
Winner
UXI
+11.12%
6M
DIVY
+12.13%
Winner
UXI
+21.89%
1Y
DIVY
+19.24%
Winner
UXI
+41.44%
5Y(CAGR)
DIVY
+6.63%
Winner
UXI
+12.39%
10Y(CAGR)
DIVY
+3.62%
Winner
UXI
+19.59%
Max(CAGR)
DIVY
+3.56%
Winner
UXI
+13.10%
DIVY vs UXI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DIVY | UXI |
|---|---|---|
| 2026 | +11.62% | +19.91% |
| 2025 | +7.52% | +30.94% |
| 2024 | +3.53% | +29.41% |
| 2023 | N/A | +26.28% |
| 2022 | N/A | -32.05% |
| 2021 | N/A | +40.56% |
| 2020 | -17.43% | +13.46% |
| 2019 | +8.66% | +65.69% |
| 2018 | -2.49% | -28.21% |
| 2017 | +3.78% | +47.88% |
| 2016 | +8.94% | +41.82% |
| 2015 | +0.14% | -6.69% |
| 2014 | +2.80% | +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% |
DIVY vs UXI Drawdown Comparison
The maximum drawdown for DIVY was -48.27%, occurring on Apr 1, 2020. Recovery took 213 trading sessions.
The maximum drawdown for UXI was -89.02%, occurring on Mar 9, 2009. Recovery took 1554 trading sessions.
The current UXI drawdown is -5.56%.
| Rank | DIVY | UXI |
|---|---|---|
| #1 | -48.27% Jan 22, 2020 - Aug 23, 2024 | -89.02% Jul 19, 2007 - Sep 19, 2013 |
| #2 | -18.35% Nov 29, 2024 - Jul 23, 2025 | -66.48% Feb 12, 2020 - Nov 16, 2020 |
| #3 | -9.07% Feb 20, 2026 - Jun 11, 2026 | -48.25% Nov 16, 2021 - Jul 16, 2024 |
| #4 | -8.40% Mar 13, 2018 - Jul 18, 2019 | -43.80% Jan 26, 2018 - Nov 1, 2019 |
| #5 | -6.04% Jul 23, 2025 - Dec 10, 2025 | -36.42% Nov 29, 2024 - Jun 30, 2025 |
| #6 | -5.39% Mar 2, 2017 - Jan 9, 2018 | -30.89% Mar 2, 2015 - Jul 8, 2016 |
| #7 | -5.25% Dec 23, 2014 - Jun 23, 2016 | -23.59% Mar 2, 2026 - Mar 30, 2026 |
| #8 | -4.38% Jul 18, 2019 - Nov 11, 2019 | -19.16% Jun 9, 2014 - Nov 6, 2014 |
| #9 | -4.34% Oct 18, 2024 - Nov 25, 2024 | -14.10% Jan 15, 2014 - Mar 6, 2014 |
| #10 | -2.52% Jan 12, 2018 - Feb 21, 2018 | -13.44% Aug 30, 2021 - Nov 16, 2021 |
| #11 | -2.47% Aug 30, 2024 - Sep 16, 2024 | -12.23% Jul 16, 2024 - Aug 23, 2024 |
| #12 | -2.35% Nov 11, 2019 - Nov 20, 2019 | -11.81% Dec 29, 2014 - Feb 13, 2015 |
| #13 | -2.17% Dec 31, 2019 - Jan 22, 2020 | -11.61% Jan 12, 2021 - Feb 8, 2021 |
| #14 | -1.90% Dec 6, 2019 - Dec 31, 2019 | -11.13% Feb 21, 2007 - Apr 20, 2007 |
| #15 | -1.83% Sep 19, 2024 - Oct 16, 2024 | -11.01% Nov 25, 2014 - Dec 26, 2014 |
Correlation
Correlation between DIVY and UXI is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2026)
DIVY vs UXI dividend yield comparison.
| Year | DIVY | UXI |
|---|---|---|
| 2026 | 1.03% | 0.09% |
| 2025 | 3.68% | 0.90% |
| 2024 | 2.94% | 0.18% |
| 2023 | 0.00% | 0.21% |
| 2022 | 0.00% | 0.24% |
| 2021 | 0.00% | 0.03% |
| 2020 | 0.00% | 0.29% |
| 2019 | 3.63% | 0.58% |
| 2018 | 1.60% | 0.37% |
| 2017 | 0.85% | 0.24% |
| 2016 | 0.44% | 0.38% |
| 2015 | 1.98% | 0.41% |
| 2014 | 0.00% | 0.35% |
| 2013 | 0.00% | 0.16% |
| 2012 | 0.00% | 0.30% |
| 2011 | 0.00% | 0.17% |
| 2010 | 0.00% | 0.22% |
| 2009 | 0.00% | 0.71% |
| 2008 | 0.00% | 2.47% |
| 2007 | 0.00% | 5.95% |
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