EWX vs UYG
Comparison between STATE STREET(R) SPDR(R) S&P(R) EMERGING MARKETS SMALL CAP ETF (EWX, ETF) and PROSHARES ULTRA FINANCIALS (UYG, ETF).
5-Year PerformanceUYG has outperformed EWX, delivering a return of +9.2% compared to +6.3%
EWX vs UYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
EWX
$717M
UYG
$714M
Expense Ratio
EWX
0.65%
UYG
N/A
Max Drawdown
Winner
EWX
63.90%
UYG
97.97%
Sharpe Ratio
Winner
EWX
1.17
UYG
0.05
5Y Beta
Winner
EWX
0.62
UYG
1.59
P/E Ratio
EWX
N/A
UYG
16.04
Forward P/E
EWX
N/A
UYG
15.08
PEG Ratio
EWX
N/A
UYG
0.53
5Y Dividends CAGR
EWX
9.64%
Winner
UYG
104.43%
5Y EPS CAGR
EWX
N/A
UYG
11.58%
Debt to Equity
EWX
N/A
UYG
71.44%
P/S Ratio
EWX
N/A
UYG
3.33
P/B Ratio
EWX
N/A
UYG
2.21
EWX vs UYG - Holdings Comparison
EWX and UYG have 1 common holdings. Overlap is 0.00%
EWX's top 25 holdings weight is 6.38%. UYG's top 25 holdings weight is 72.89%.
| Rank | EWX | UYG |
|---|---|---|
| #1 | n/a (n/a) - 1.21% | FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 15.14% |
| #2 | n/a (n/a) - 0.98% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.44% |
| #3 | GULF NAVIGATION HOLDING PJSC (n/a) - 0.23% | JPMORGAN CHASE & CO (JPM) - 7.28% |
| #4 | PAN AFRICAN RESOURCES PLC (PAFRF) - 0.22% | SP FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 5.07% |
| #5 | INARI AMERTRON BHD (n/a) - 0.20% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 5.01% |
| #6 | REDEFINE PROPERTIES LTD (n/a) - 0.19% | VISA INC CLASS A (V) - 4.72% |
| #7 | ADVANCED ECHEM MATERIALS CO LTD (n/a) - 0.19% | MASTERCARD INC CLASS A (MA) - 3.53% |
| #8 | LINGBAO GOLD GROUP CO LTD CLASS H (n/a) - 0.19% | BANK OF AMERICA CORP (BAC) - 3.07% |
| #9 | PRECISION TSUGAMI (CHINA) CORP LTD (n/a) - 0.18% | THE GOLDMAN SACHS GROUP INC (GS) - 2.40% |
| #10 | BRAVA ENERGIA SA ORDINARY SHARES (n/a) - 0.18% | WELLS FARGO & CO (WFC) - 2.16% |
| #11 | ORBIA ADVANCE CORP SAB DE CV (n/a) - 0.18% | MORGAN STANLEY (MS) - 1.99% |
| #12 | PIXART IMAGING INC (n/a) - 0.18% | CITIGROUP INC (C) - 1.95% |
| #13 | n/a (n/a) - 0.18% | AMERICAN EXPRESS CO (AXP) - 1.48% |
| #14 | PRIMAX ELECTRONICS LTD (n/a) - 0.18% | CHARLES SCHWAB CORP (SCHW) - 1.35% |
| #15 | NETCARE LTD (n/a) - 0.18% | BLACKROCK INC (BLK) - 1.32% |
| #16 | MOKINGRAN JEWELLERY GROUP CO LTD (n/a) - 0.18% | S&P GLOBAL INC (SPGI) - 1.13% |
| #17 | MOTUS HOLDINGS LTD ORDINARY SHARES (n/a) - 0.18% | CAPITAL ONE FINANCIAL CORP (COF) - 1.03% |
| #18 | CENTURY IRON AND STEEL INDUSTRIAL CO LTD (n/a) - 0.18% | CHUBB LTD (CB) - 1.02% |
| #19 | NATIONAL INDUSTRIES GROUP HOLDING SAK (n/a) - 0.17% | PROGRESSIVE CORP (PGR) - 1.01% |
| #20 | BLACK SESAME INTERNATIONAL HOLDING LTD (n/a) - 0.17% | CME GROUP INC CLASS A (CME) - 0.90% |
| #21 | n/a (n/a) - 0.17% | BLACKSTONE INC (BX) - 0.80% |
| #22 | QISDA CORP (n/a) - 0.17% | BANK OF NEW YORK MELLON CORP (BK) - 0.79% |
| #23 | WINWAY TECHNOLOGY CO LTD ORDINARY SHARES (n/a) - 0.17% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.78% |
| #24 | BIT DIGITAL INC ORDINARY SHARES (BTBT) - 0.16% | INTERCONTINENTAL EXCHANGE INC (ICE) - 0.77% |
| #25 | n/a (n/a) - 0.16% | U.S. BANCORP (USB) - 0.75% |
| Total Holdings | 2744 | 80 |
EWX vs UYG - Historical Returns
Returns include dividend reinvestment.
1M
EWX
-2.83%
Winner
UYG
+2.23%
3M
Winner
EWX
+8.73%
UYG
+3.26%
6M
Winner
EWX
+11.52%
UYG
-7.24%
1Y
Winner
EWX
+22.06%
UYG
+1.55%
5Y(CAGR)
EWX
+6.30%
Winner
UYG
+9.23%
10Y(CAGR)
EWX
+9.26%
Winner
UYG
+16.31%
Max(CAGR)
Winner
EWX
+4.43%
UYG
-0.16%
EWX vs UYG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | EWX | UYG |
|---|---|---|
| 2026 | +8.50% | -11.55% |
| 2025 | +16.17% | +20.40% |
| 2024 | +7.64% | +54.90% |
| 2023 | +17.12% | +21.56% |
| 2022 | -15.32% | -33.20% |
| 2021 | +16.66% | +81.39% |
| 2020 | +13.04% | -21.03% |
| 2019 | +14.58% | +65.80% |
| 2018 | -19.74% | -22.31% |
| 2017 | +32.53% | +37.19% |
| 2016 | +10.04% | +36.51% |
| 2015 | -11.76% | -4.45% |
| 2014 | +0.87% | +28.88% |
| 2013 | +0.15% | +65.28% |
| 2012 | +23.85% | +47.82% |
| 2011 | -30.79% | -35.32% |
| 2010 | +19.60% | +13.99% |
| 2009 | +92.49% | -6.37% |
| 2008 | -53.20% | -84.55% |
| 2007 | N/A | -40.73% |
EWX vs UYG Drawdown Comparison
The maximum drawdown for EWX was -63.90%, occurring on Nov 20, 2008. Recovery took 583 trading sessions.
The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.
The current EWX drawdown is -5.11%. The current UYG drawdown is -16.10%.
| Rank | EWX | UYG |
|---|---|---|
| #1 | -63.90% May 19, 2008 - Sep 13, 2010 | -97.90% Feb 20, 2007 - Jan 30, 2025 |
| #2 | -42.99% Jan 26, 2018 - Dec 28, 2020 | -30.35% Feb 18, 2025 - Jul 3, 2025 |
| #3 | -34.12% Jan 5, 2011 - Sep 5, 2014 | -28.91% Jan 6, 2026 - Mar 27, 2026 |
| #4 | -31.87% Sep 5, 2014 - Jul 14, 2017 | -11.82% Sep 29, 2025 - Dec 11, 2025 |
| #5 | -24.67% Jul 12, 2021 - Apr 9, 2024 | -7.58% Jul 25, 2025 - Aug 22, 2025 |
| #6 | -21.36% Oct 7, 2024 - Jul 3, 2025 | -6.00% Jul 3, 2025 - Jul 25, 2025 |
| #7 | -9.20% Jul 12, 2024 - Sep 24, 2024 | -3.72% Sep 4, 2025 - Sep 19, 2025 |
| #8 | -7.98% Feb 25, 2026 - Apr 13, 2026 | -3.28% Dec 24, 2025 - Jan 5, 2026 |
| #9 | -6.48% Nov 4, 2010 - Jan 3, 2011 | -3.19% Feb 8, 2007 - Feb 14, 2007 |
| #10 | -5.85% Apr 28, 2021 - May 28, 2021 | -3.15% Feb 6, 2025 - Feb 18, 2025 |
| #11 | -5.11% May 26, 2026 - Jun 5, 2026 | -2.39% Jan 30, 2025 - Feb 6, 2025 |
| #12 | -4.99% Sep 17, 2025 - Jan 9, 2026 | -2.09% Sep 19, 2025 - Sep 29, 2025 |
| #13 | -4.85% Apr 9, 2024 - May 2, 2024 | -1.92% Dec 15, 2025 - Dec 22, 2025 |
| #14 | -4.38% May 11, 2026 - May 26, 2026 | -1.86% Aug 29, 2025 - Sep 4, 2025 |
| #15 | -3.93% May 20, 2024 - Jul 3, 2024 | -1.10% Aug 22, 2025 - Aug 26, 2025 |
Correlation
Correlation between EWX and UYG is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (2007 - 2026)
EWX vs UYG dividend yield comparison.
| Year | EWX | UYG |
|---|---|---|
| 2026 | 0.00% | 0.25% |
| 2025 | 2.91% | 11.72% |
| 2024 | 2.90% | 0.51% |
| 2023 | 2.32% | 0.79% |
| 2022 | 3.00% | 0.77% |
| 2021 | 2.77% | 9.39% |
| 2020 | 2.24% | 0.66% |
| 2019 | 2.73% | 0.90% |
| 2018 | 3.26% | 1.28% |
| 2017 | 2.30% | 0.56% |
| 2016 | 2.46% | 0.76% |
| 2015 | 3.04% | 0.72% |
| 2014 | 2.74% | 0.57% |
| 2013 | 2.33% | 0.29% |
| 2012 | 2.27% | 0.86% |
| 2011 | 5.58% | 0.33% |
| 2010 | 3.03% | 0.12% |
| 2009 | 1.79% | 0.69% |
| 2008 | 0.85% | 5.45% |
| 2007 | 0.00% | 2.45% |
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