EAGG vs UPRO

Comparison between ISHARES ESG AWARE U.S. AGGREGATE BOND ETF (EAGG, ETF) and PROSHARES ULTRAPRO S&P500 (UPRO, ETF).

5-Year PerformanceUPRO has outperformed EAGG, delivering a return of +23.7% compared to +0.1%

EAGG vs UPRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAGG(ETF)	UPRO(ETF)
Net Assets	$4.70B	$4.70B
Expense Ratio	0.10%	N/A
Max Drawdown	22.96%	76.82%
Sharpe Ratio	0.42	1.79
5Y Beta	0.04	2.89
5Y Dividends CAGR	18.21%	84.39%

Net Assets

EAGG

$4.70B

UPRO

$4.70B

Expense Ratio

EAGG

0.10%

UPRO

N/A

Max Drawdown

Winner

EAGG

22.96%

UPRO

76.82%

Sharpe Ratio

EAGG

0.42

Winner

UPRO

1.79

5Y Beta

Winner

EAGG

0.04

UPRO

2.89

5Y Dividends CAGR

EAGG

18.21%

Winner

UPRO

84.39%

EAGG vs UPRO - Historical Returns

Returns include dividend reinvestment.

Period	EAGG	UPRO
1 month	-0.84%	+23.66%
3 months	-1.37%	+28.11%
6 months	+0.57%	+30.11%
1 year	+5.60%	+83.96%
5 years(CAGR)	+0.06%	+23.70%
10 years(CAGR)	N/A	+30.88%
Max(CAGR)	+2.05%	+33.30%

EAGG

-0.84%

Winner

UPRO

+23.66%

EAGG

-1.37%

Winner

UPRO

+28.11%

EAGG

+0.57%

Winner

UPRO

+30.11%

EAGG

+5.60%

Winner

UPRO

+83.96%

5Y(CAGR)

EAGG

+0.06%

Winner

UPRO

+23.70%

10Y(CAGR)

EAGG

N/A

UPRO

+30.88%

Max(CAGR)

EAGG

+2.05%

Winner

UPRO

+33.30%

EAGG vs UPRO - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	EAGG	UPRO
2026	+0.05%	+25.01%
2025	+7.09%	+33.00%
2024	+1.63%	+66.56%
2023	+4.92%	+70.82%
2022	-12.52%	-57.58%
2021	-1.26%	+107.13%
2020	+7.20%	+7.18%
2019	+8.51%	+101.91%
2018	+2.35%	-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%

EAGG vs UPRO Drawdown Comparison

The maximum drawdown for EAGG was -18.75%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.

The current EAGG drawdown is -3.04%.

Rank	EAGG	UPRO
#1	-18.75% Aug 4, 2020 - Oct 20, 2022	-76.82% Feb 19, 2020 - Jan 8, 2021
#2	-6.98% Mar 9, 2020 - Apr 23, 2020	-63.94% Jan 3, 2022 - Jun 17, 2024
#3	-2.12% Sep 4, 2019 - Jan 21, 2020	-51.73% Apr 29, 2011 - Apr 2, 2012
#4	-0.95% Apr 23, 2020 - May 20, 2020	-50.28% Sep 20, 2018 - Jul 12, 2019
#5	-0.80% Jul 3, 2019 - Aug 1, 2019	-48.86% Feb 19, 2025 - Jul 25, 2025
#6	-0.71% Mar 27, 2019 - May 7, 2019	-42.88% Apr 23, 2010 - Dec 10, 2010
#7	-0.61% Jan 3, 2019 - Jan 30, 2019	-39.29% May 21, 2015 - Jul 18, 2016
#8	-0.59% Feb 26, 2019 - Mar 7, 2019	-29.34% Jan 26, 2018 - Aug 29, 2018
#9	-0.55% Jan 31, 2020 - Feb 18, 2020	-27.26% Apr 2, 2012 - Sep 6, 2012
#10	-0.53% Jun 2, 2020 - Jun 10, 2020	-26.79% Jan 12, 2026 - Apr 17, 2026
#11	-0.48% Oct 29, 2018 - Nov 19, 2018	-24.41% Jul 16, 2024 - Sep 24, 2024
#12	-0.44% Aug 15, 2019 - Aug 23, 2019	-22.72% Jan 19, 2010 - Mar 16, 2010
#13	-0.41% Jan 31, 2019 - Feb 8, 2019	-21.27% Sep 14, 2012 - Jan 4, 2013
#14	-0.29% Feb 8, 2019 - Feb 19, 2019	-21.05% Sep 18, 2014 - Nov 3, 2014
#15	-0.29% May 15, 2019 - May 23, 2019	-18.18% Feb 18, 2011 - Apr 26, 2011

Correlation

Correlation between EAGG and UPRO is 0.32 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.32

-101

Dividend Comparison (2009 - 2026)

EAGG vs UPRO dividend yield comparison.

Year	EAGG	UPRO
2026	1.33%	0.15%
2025	3.91%	0.84%
2024	3.93%	0.93%
2023	3.24%	0.74%
2022	2.07%	0.52%
2021	1.09%	0.06%
2020	1.82%	0.11%
2019	3.17%	0.41%
2018	0.61%	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%