EFAV vs UPRO
Comparison between ISHARES MSCI EAFE MIN VOL FACTOR ETF (EFAV, ETF) and PROSHARES ULTRAPRO S&P500 (UPRO, ETF).
5-Year PerformanceUPRO has outperformed EFAV, delivering a return of +20.9% compared to +7.1%
EFAV vs UPRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EFAV
$5.10B
Winner
UPRO
$5.20B
Expense Ratio
EFAV
0.20%
UPRO
N/A
Max Drawdown
Winner
EFAV
29.26%
UPRO
76.82%
Sharpe Ratio
EFAV
1.11
Winner
UPRO
1.35
5Y Beta
Winner
EFAV
0.28
UPRO
2.89
5Y Dividends CAGR
EFAV
14.66%
Winner
UPRO
116.13%
EFAV vs UPRO - Holdings Comparison
EFAV and UPRO have 1 common holdings. Overlap is -0.15%
EFAV's top 25 holdings weight is 30.43%. UPRO's top 25 holdings weight is 64.31%.
| Rank | EFAV | UPRO |
|---|---|---|
| #1 | IBERDROLA SA (n/a) - 1.66% | S&P 500 INDEX SWAP (n/a) - 23.24% |
| #2 | SECOM CO LTD (n/a) - 1.52% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 20.83% |
| #3 | NOVARTIS AG REGISTERED SHARES (n/a) - 1.50% | NVIDIA CORP (NVDA) - 3.72% |
| #4 | ZURICH INSURANCE GROUP AG (n/a) - 1.41% | APPLE INC (AAPL) - 3.29% |
| #5 | TAKEDA PHARMACEUTICAL CO LTD (n/a) - 1.38% | MICROSOFT CORP (MSFT) - 2.65% |
| #6 | DBS GROUP HOLDINGS LTD (n/a) - 1.37% | AMAZON.COM INC (AMZN) - 1.97% |
| #7 | SHELL PLC (n/a) - 1.36% | ALPHABET INC CLASS A (GOOGL) - 1.60% |
| #8 | SWISSCOM AG (n/a) - 1.34% | BROADCOM INC (AVGO) - 1.43% |
| #9 | ENI SPA (n/a) - 1.31% | ALPHABET INC CLASS C (GOOG) - 1.29% |
| #10 | TOTALENERGIES SE (TTE:XPAR) - 1.29% | META PLATFORMS INC CLASS A (META) - 0.94% |
| #11 | OVERSEA-CHINESE BANKING CORP LTD (n/a) - 1.22% | MICRON TECHNOLOGY INC (MU) - 0.73% |
| #12 | SAMPO OYJ CLASS A (n/a) - 1.20% | CTE PROSHARES TRUST M (n/a) - 0.70% |
| #13 | EQUINOR ASA (n/a) - 1.20% | LINDE PLC (LIN) - 0.16% |
| #14 | BOC HONG KONG HOLDINGS LTD (n/a) - 1.19% | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.16% |
| #15 | UNILEVER PLC (n/a) - 1.18% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.16% |
| #16 | ORANGE SA (n/a) - 1.12% | AMGEN INC (AMGN) - 0.15% |
| #17 | NESTLE SA (n/a) - 1.12% | SANDISK CORP ORDINARY SHARES (SNDK) - 0.15% |
| #18 | KONINKLIJKE AHOLD DELHAIZE NV (n/a) - 1.10% | THERMO FISHER SCIENTIFIC INC (TMO) - 0.15% |
| #19 | SWISS PRIME SITE AG (n/a) - 1.06% | AMPHENOL CORP CLASS A (APH) - 0.15% |
| #20 | KDDI CORP (n/a) - 1.04% | ARISTA NETWORKS INC (ANET) - 0.14% |
| #21 | CLP HOLDINGS LTD (n/a) - 1.02% | BOEING CO (BA) - 0.14% |
| #22 | SOFTBANK CORP (n/a) - 1.01% | MARVELL TECHNOLOGY INC (MRVL) - 0.14% |
| #23 | POSTE ITALIANE SPA (n/a) - 0.95% | VERIZON COMMUNICATIONS INC (VZ) - 0.14% |
| #24 | JAPAN TOBACCO INC (n/a) - 0.94% | PEPSICO INC (PEP) - 0.14% |
| #25 | BANK HAPOALIM BM (n/a) - 0.94% | MCDONALD'S CORP (MCD) - 0.14% |
| Total Holdings | 292 | 469 |
EFAV vs UPRO - Historical Returns
Returns include dividend reinvestment.
1M
EFAV
+5.03%
Winner
UPRO
+9.04%
3M
EFAV
+5.71%
Winner
UPRO
+14.25%
6M
EFAV
+4.89%
Winner
UPRO
+31.46%
1Y
EFAV
+15.68%
Winner
UPRO
+62.00%
5Y(CAGR)
EFAV
+7.11%
Winner
UPRO
+20.92%
10Y(CAGR)
EFAV
+6.63%
Winner
UPRO
+29.34%
Max(CAGR)
EFAV
+7.31%
Winner
UPRO
+33.31%
EFAV vs UPRO - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | EFAV | UPRO |
|---|---|---|
| 2026 | +10.83% | +33.88% |
| 2025 | +26.40% | +33.00% |
| 2024 | +6.07% | +66.56% |
| 2023 | +11.62% | +70.82% |
| 2022 | -14.94% | -57.58% |
| 2021 | +6.72% | +107.13% |
| 2020 | -0.48% | +7.18% |
| 2019 | +16.95% | +101.91% |
| 2018 | -6.14% | -26.65% |
| 2017 | +22.12% | +67.74% |
| 2016 | -0.60% | +36.68% |
| 2015 | +8.41% | -4.99% |
| 2014 | +5.21% | +42.06% |
| 2013 | +14.45% | +103.37% |
| 2012 | +9.64% | +40.02% |
| 2011 | -0.77% | -14.37% |
| 2010 | N/A | +29.81% |
| 2009 | N/A | +73.78% |
EFAV vs UPRO Drawdown Comparison
The maximum drawdown for EFAV was -27.56%, occurring on Mar 23, 2020. Recovery took 246 trading sessions.
The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
| Rank | EFAV | UPRO |
|---|---|---|
| #1 | -27.56% Jan 17, 2020 - Jan 8, 2021 | -76.82% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -27.44% Sep 3, 2021 - Jul 31, 2024 | -63.94% Jan 3, 2022 - Jun 17, 2024 |
| #3 | -12.25% Jan 26, 2018 - Jun 20, 2019 | -51.73% Apr 29, 2011 - Apr 2, 2012 |
| #4 | -11.29% May 15, 2015 - Apr 18, 2016 | -50.28% Sep 20, 2018 - Jul 12, 2019 |
| #5 | -10.22% Sep 6, 2016 - Apr 24, 2017 | -48.86% Feb 19, 2025 - Jul 25, 2025 |
| #6 | -10.19% May 8, 2013 - Oct 17, 2013 | -42.88% Apr 23, 2010 - Dec 10, 2010 |
| #7 | -9.86% Apr 2, 2012 - Aug 3, 2012 | -39.29% May 21, 2015 - Jul 18, 2016 |
| #8 | -9.83% Oct 27, 2011 - Mar 1, 2012 | -29.34% Jan 26, 2018 - Aug 29, 2018 |
| #9 | -8.65% Sep 16, 2024 - Mar 3, 2025 | -27.26% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -8.49% Jul 3, 2014 - Feb 5, 2015 | -26.79% Jan 12, 2026 - Apr 17, 2026 |
| #11 | -7.49% Mar 19, 2025 - Apr 15, 2025 | -24.41% Jul 16, 2024 - Sep 24, 2024 |
| #12 | -7.29% Apr 19, 2016 - Aug 11, 2016 | -22.72% Jan 19, 2010 - Mar 16, 2010 |
| #13 | -6.64% Feb 27, 2026 - Jul 29, 2026 | -21.27% Sep 14, 2012 - Jan 4, 2013 |
| #14 | -5.21% Oct 22, 2013 - Feb 18, 2014 | -21.05% Sep 18, 2014 - Nov 3, 2014 |
| #15 | -5.03% Jan 8, 2021 - Apr 15, 2021 | -18.18% Feb 18, 2011 - Apr 26, 2011 |
Correlation
Correlation between EFAV and UPRO is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2009 - 2026)
EFAV vs UPRO dividend yield comparison.
| Year | EFAV | UPRO |
|---|---|---|
| 2026 | 1.79% | 0.34% |
| 2025 | 3.20% | 0.84% |
| 2024 | 3.24% | 0.93% |
| 2023 | 3.08% | 0.74% |
| 2022 | 2.53% | 0.52% |
| 2021 | 2.47% | 0.06% |
| 2020 | 1.33% | 0.11% |
| 2019 | 4.19% | 0.41% |
| 2018 | 3.34% | 0.63% |
| 2017 | 2.45% | 0.00% |
| 2016 | 3.94% | 0.12% |
| 2015 | 2.49% | 0.34% |
| 2014 | 3.57% | 0.22% |
| 2013 | 2.53% | 0.07% |
| 2012 | 1.97% | 0.05% |
| 2011 | 0.46% | 0.06% |
| 2010 | 0.00% | 0.18% |
| 2009 | 0.00% | 0.11% |
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