EAOR vs UXI

Comparison between ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF) and PROSHARES ULTRA INDUSTRIALS (UXI, ETF).

5-Year PerformanceUXI has outperformed EAOR, delivering a return of +11.5% compared to +6.0%

EAOR vs UXI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EAOR(ETF)	UXI(ETF)
Net Assets	$32M	$32M
Expense Ratio	0.18%	N/A
Max Drawdown	24.37%	89.68%
Sharpe Ratio	1.41	1.09
5Y Beta	0.57	1.80
P/E Ratio	N/A	32.31
Forward P/E	N/A	26.39
PEG Ratio	N/A	0.68
5Y Dividends CAGR	26.86%	41.22%
Debt to Equity	N/A	64.41%
P/S Ratio	N/A	3.18
P/B Ratio	N/A	7.25

Net Assets

Winner

EAOR

$32M

UXI

$32M

Expense Ratio

EAOR

0.18%

UXI

N/A

Max Drawdown

Winner

EAOR

24.37%

UXI

89.68%

Sharpe Ratio

Winner

EAOR

1.41

UXI

1.09

5Y Beta

Winner

EAOR

0.57

UXI

1.80

P/E Ratio

EAOR

N/A

UXI

32.31

Forward P/E

EAOR

N/A

UXI

26.39

PEG Ratio

EAOR

N/A

UXI

0.68

5Y Dividends CAGR

EAOR

26.86%

Winner

UXI

41.22%

Debt to Equity

EAOR

N/A

UXI

64.41%

P/S Ratio

EAOR

N/A

UXI

3.18

P/B Ratio

EAOR

N/A

UXI

7.25

EAOR vs UXI - Historical Returns

Returns include dividend reinvestment.

Period	EAOR	UXI
1 month	+0.79%	+1.53%
3 months	+4.46%	+0.65%
6 months	+5.81%	+23.25%
1 year	+17.21%	+39.22%
5 years(CAGR)	+6.02%	+11.54%
10 years(CAGR)	N/A	+19.16%
Max(CAGR)	+8.69%	+13.02%

EAOR

+0.79%

Winner

UXI

+1.53%

Winner

EAOR

+4.46%

UXI

+0.65%

EAOR

+5.81%

Winner

UXI

+23.25%

EAOR

+17.21%

Winner

UXI

+39.22%

5Y(CAGR)

EAOR

+6.02%

Winner

UXI

+11.54%

10Y(CAGR)

EAOR

N/A

UXI

+19.16%

Max(CAGR)

EAOR

+8.69%

Winner

UXI

+13.02%

EAOR vs UXI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	EAOR	UXI
2026	+5.24%	+17.99%
2025	+15.80%	+30.94%
2024	+11.50%	+29.41%
2023	+14.73%	+26.28%
2022	-16.69%	-32.05%
2021	+11.02%	+40.56%
2020	+15.00%	+13.46%
2019	N/A	+65.69%
2018	N/A	-28.21%
2017	N/A	+47.88%
2016	N/A	+41.82%
2015	N/A	-6.69%
2014	N/A	+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%

EAOR vs UXI Drawdown Comparison

The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.

The maximum drawdown for UXI was -89.02%, occurring on Mar 9, 2009. Recovery took 1554 trading sessions.

The current EAOR drawdown is -2.45%. The current UXI drawdown is -7.07%.

Rank	EAOR	UXI
#1	-22.91% Nov 8, 2021 - May 15, 2024	-89.02% Jul 19, 2007 - Sep 19, 2013
#2	-10.28% Feb 19, 2025 - May 16, 2025	-66.48% Feb 12, 2020 - Nov 16, 2020
#3	-6.62% Feb 25, 2026 - Apr 17, 2026	-48.25% Nov 16, 2021 - Jul 16, 2024
#4	-5.23% Sep 2, 2020 - Nov 9, 2020	-43.80% Jan 26, 2018 - Nov 1, 2019
#5	-4.42% Jul 16, 2024 - Aug 19, 2024	-36.42% Nov 29, 2024 - Jun 30, 2025
#6	-4.20% Dec 6, 2024 - Feb 14, 2025	-30.89% Mar 2, 2015 - Jul 8, 2016
#7	-3.79% Feb 12, 2021 - Apr 5, 2021	-23.59% Mar 2, 2026 - Mar 30, 2026
#8	-3.60% Sep 3, 2021 - Nov 2, 2021	-19.16% Jun 9, 2014 - Nov 6, 2014
#9	-3.33% Oct 28, 2025 - Dec 11, 2025	-14.10% Jan 15, 2014 - Mar 6, 2014
#10	-2.76% May 7, 2021 - Jun 1, 2021	-13.44% Aug 30, 2021 - Nov 16, 2021
#11	-2.45% Jun 2, 2026 - Jun 5, 2026	-12.23% Jul 16, 2024 - Aug 23, 2024
#12	-2.43% Sep 26, 2024 - Nov 29, 2024	-11.81% Dec 29, 2014 - Feb 13, 2015
#13	-2.38% Jan 21, 2021 - Feb 5, 2021	-11.61% Jan 12, 2021 - Feb 8, 2021
#14	-2.23% Aug 23, 2024 - Sep 13, 2024	-11.13% Feb 21, 2007 - Apr 20, 2007
#15	-1.97% Jun 23, 2020 - Jul 2, 2020	-11.01% Nov 25, 2014 - Dec 26, 2014

Correlation

Correlation between EAOR and UXI is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98

-101

Dividend Comparison (2007 - 2026)

EAOR vs UXI dividend yield comparison.

Year	EAOR	UXI
2026	0.44%	0.09%
2025	2.45%	0.90%
2024	2.52%	0.18%
2023	2.39%	0.21%
2022	1.99%	0.24%
2021	1.39%	0.03%
2020	1.07%	0.29%
2019	0.00%	0.58%
2018	0.00%	0.37%
2017	0.00%	0.24%
2016	0.00%	0.38%
2015	0.00%	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%