DUG vs IVSS
Comparison between ProShares UltraShort Energy (DUG, ETF) and APPLIED FINANCE IVS US SMID ETF (IVSS, ETF).
DUG vs IVSS - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
DUG
$27M
IVSS
$27M
Expense Ratio
DUG
N/A
IVSS
0.59%
Max Drawdown
DUG
99.95%
Winner
IVSS
8.31%
Sharpe Ratio
DUG
-1.56
Winner
IVSS
1.92
5Y Beta
Winner
DUG
-1.06
IVSS
0.79
P/E Ratio
DUG
N/A
IVSS
20.52
Forward P/E
DUG
N/A
IVSS
13.66
Debt to Equity
DUG
N/A
IVSS
109.05%
P/S Ratio
DUG
N/A
IVSS
1.13
P/B Ratio
DUG
N/A
IVSS
2.52
DUG vs IVSS - Historical Returns
Returns include dividend reinvestment.
1M
DUG
-14.65%
Winner
IVSS
+4.68%
3M
DUG
-11.63%
Winner
IVSS
+9.30%
6M
DUG
-34.59%
Winner
IVSS
+12.68%
1Y
DUG
-51.58%
IVSS
N/A
5Y(CAGR)
DUG
-40.48%
IVSS
N/A
10Y(CAGR)
DUG
-31.96%
IVSS
N/A
Max(CAGR)
DUG
-29.96%
Winner
IVSS
+35.25%
DUG vs IVSS - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | DUG | IVSS |
|---|---|---|
| 2026 | -43.04% | +20.36% |
| 2025 | -16.81% | -0.02% |
| 2024 | -4.06% | N/A |
| 2023 | -9.37% | N/A |
| 2022 | -71.20% | N/A |
| 2021 | -68.10% | N/A |
| 2020 | -23.45% | N/A |
| 2019 | -19.87% | N/A |
| 2018 | +40.94% | N/A |
| 2017 | +1.45% | N/A |
| 2016 | -48.05% | N/A |
| 2015 | +35.94% | N/A |
| 2014 | +5.44% | N/A |
| 2013 | -38.52% | N/A |
| 2012 | -13.44% | N/A |
| 2011 | -30.52% | N/A |
| 2010 | -37.48% | N/A |
| 2009 | -43.88% | N/A |
| 2008 | -9.57% | N/A |
| 2007 | -46.32% | N/A |
DUG vs IVSS Drawdown Comparison
The maximum drawdown for DUG was -99.92%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The maximum drawdown for IVSS was -8.31%, occurring on Mar 20, 2026. Recovery took 39 trading sessions.
The current DUG drawdown is -99.92%. The current IVSS drawdown is -0.53%.
| Rank | DUG | IVSS |
|---|---|---|
| #1 | -99.92% Oct 10, 2008 - Mar 27, 2026 | -8.31% Feb 20, 2026 - Apr 17, 2026 |
| #2 | -64.70% Mar 5, 2007 - Oct 10, 2008 | -3.50% May 8, 2026 - Jun 1, 2026 |
| #3 | -4.78% Feb 12, 2007 - Feb 27, 2007 | -2.84% Dec 11, 2025 - Jan 8, 2026 |
| #4 | -1.66% Feb 7, 2007 - Feb 12, 2007 | -2.05% Jan 22, 2026 - Feb 6, 2026 |
| #5 | -1.61% Feb 27, 2007 - Mar 1, 2007 | -1.99% Feb 6, 2026 - Feb 18, 2026 |
| #6 | -1.32% Feb 2, 2007 - Feb 7, 2007 | -1.87% Jan 15, 2026 - Jan 21, 2026 |
| #7 | N/A | -1.57% Jul 6, 2026 - Jul 15, 2026 |
| #8 | N/A | -1.55% Jun 12, 2026 - Jun 24, 2026 |
| #9 | N/A | -1.55% Jun 4, 2026 - Jun 11, 2026 |
| #10 | N/A | -1.46% Apr 27, 2026 - May 5, 2026 |
| #11 | N/A | -1.24% Jul 16, 2026 - Jul 20, 2026 |
| #12 | N/A | -0.96% Jun 2, 2026 - Jun 4, 2026 |
| #13 | N/A | -0.82% Apr 20, 2026 - Apr 27, 2026 |
| #14 | N/A | -0.64% Dec 4, 2025 - Dec 10, 2025 |
| #15 | N/A | -0.27% Feb 18, 2026 - Feb 20, 2026 |
Correlation
Correlation between DUG and IVSS is -0.52 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.52
-101
Dividend Comparison (2007 - 2026)
DUG vs IVSS dividend yield comparison.
| Year | DUG | IVSS |
|---|---|---|
| 2026 | 1.18% | 0.00% |
| 2025 | 3.21% | 0.07% |
| 2024 | 5.66% | 0.00% |
| 2023 | 4.16% | 0.00% |
| 2022 | 0.28% | 0.00% |
| 2020 | 0.10% | 0.00% |
| 2019 | 0.56% | 0.00% |
| 2018 | 0.29% | 0.00% |
| 2008 | 32.75% | 0.00% |
| 2007 | 2.53% | 0.00% |
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