EVLU vs UUPP
Comparison between ISHARES MSCI EMERGING MARKETS VALUE FACTOR ETF (EVLU, ETF) and PRINCIPAL CLO ETF (UUPP, ETF).
EVLU vs UUPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
EVLU vs UUPP - Holdings Comparison
EVLU and UUPP have 0 common holdings. Overlap is 0.00%
EVLU's top 25 holdings weight is 74.29%. UUPP's top 25 holdings weight is 100.00%.
| Rank | EVLU | UUPP |
|---|---|---|
| #1 | KRW CASH (n/a) - 13.67% | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 100.00% |
| #2 | KRW/USD PURCHASED (n/a) - 13.65% | N/A |
| #3 | HON HAI PRECISION INDUSTRY CO LTD (n/a) - 5.69% | N/A |
| #4 | SAMSUNG ELECTRONICS CO LTD (n/a) - 5.59% | N/A |
| #5 | UNITED MICROELECTRONICS CORP (n/a) - 5.11% | N/A |
| #6 | QUANTA COMPUTER INC (n/a) - 3.10% | N/A |
| #7 | NASPERS LTD CLASS N (n/a) - 2.59% | N/A |
| #8 | INFOSYS LTD (n/a) - 2.59% | N/A |
| #9 | CHINA CONSTRUCTION BANK CORP CLASS H (n/a) - 2.55% | N/A |
| #10 | ZAR/USD PURCHASED (n/a) - 2.46% | N/A |
| #11 | XIAOMI CORP CLASS B (n/a) - 2.21% | N/A |
| #12 | YAGEO CORP (n/a) - 1.97% | N/A |
| #13 | ASUSTEK COMPUTER INC (n/a) - 1.74% | N/A |
| #14 | WIWYNN CORP ORDINARY SHARES (n/a) - 1.73% | N/A |
| #15 | n/a (n/a) - 1.48% | N/A |
| #16 | VALE SA (n/a) - 1.43% | N/A |
| #17 | SAUDI TELECOM CO (n/a) - 1.38% | N/A |
| #18 | n/a (n/a) - 1.38% | N/A |
| #19 | n/a (n/a) - 1.28% | N/A |
| #20 | AED/USD PURCHASED (n/a) - 0.56% | N/A |
| #21 | CHEMICAL WORKS OF GEDEON RICHTER PLC (n/a) - 0.45% | N/A |
| #22 | ORLEN SA (n/a) - 0.43% | N/A |
| #23 | KOREA ELECTRIC POWER CORP (n/a) - 0.42% | N/A |
| #24 | AGRICULTURAL BANK OF CHINA LTD CLASS H (n/a) - 0.42% | N/A |
| #25 | INDUSTRIES QATAR QSC (n/a) - 0.41% | N/A |
| Total Holdings | 272 | 1 |
EVLU vs UUPP - Historical Returns
Returns include dividend reinvestment.
EVLU vs UUPP - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | EVLU | UUPP |
|---|---|---|
| 2026 | +27.56% | +0.40% |
| 2025 | +39.13% | N/A |
| 2024 | +1.61% | N/A |
EVLU vs UUPP Drawdown Comparison
The maximum drawdown for EVLU was -17.17%, occurring on Apr 8, 2025. Recovery took 167 trading sessions.
The maximum drawdown for UUPP was -0.02%, occurring on Jun 11, 2026. Recovery took 2 trading sessions.
The current EVLU drawdown is -4.84%.
| Rank | EVLU | UUPP |
|---|---|---|
| #1 | -17.17% Oct 7, 2024 - Jun 9, 2025 | -0.02% Jun 10, 2026 - Jun 12, 2026 |
| #2 | -12.90% Feb 25, 2026 - May 1, 2026 | -0.02% Jun 3, 2026 - Jun 8, 2026 |
| #3 | -7.92% Jun 2, 2026 - Jun 10, 2026 | N/A |
| #4 | -5.36% Nov 12, 2025 - Jan 2, 2026 | N/A |
| #5 | -5.13% May 11, 2026 - May 26, 2026 | N/A |
| #6 | -4.45% Oct 6, 2025 - Oct 16, 2025 | N/A |
| #7 | -3.51% Jul 23, 2025 - Aug 12, 2025 | N/A |
| #8 | -3.37% Jan 28, 2026 - Feb 10, 2026 | N/A |
| #9 | -2.48% Sep 26, 2024 - Oct 2, 2024 | N/A |
| #10 | -1.97% Nov 3, 2025 - Nov 10, 2025 | N/A |
| #11 | -1.96% Aug 13, 2025 - Sep 8, 2025 | N/A |
| #12 | -1.84% Jun 12, 2025 - Jun 24, 2025 | N/A |
| #13 | -1.57% Oct 2, 2024 - Oct 7, 2024 | N/A |
| #14 | -1.43% Jul 3, 2025 - Jul 15, 2025 | N/A |
| #15 | -1.42% Sep 17, 2025 - Oct 1, 2025 | N/A |
Correlation
Correlation between EVLU and UUPP is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.
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