EZA vs UYG
Comparison between ISHARES MSCI SOUTH AFRICA ETF (EZA, ETF) and PROSHARES ULTRA FINANCIALS (UYG, ETF).
5-Year PerformanceUYG has outperformed EZA, delivering a return of +12.9% compared to +11.6%
EZA vs UYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
EZA
$693M
Winner
UYG
$693M
Expense Ratio
EZA
0.59%
UYG
N/A
Max Drawdown
Winner
EZA
68.15%
UYG
97.97%
Sharpe Ratio
Winner
EZA
1.09
UYG
0.29
5Y Beta
Winner
EZA
0.97
UYG
1.57
P/E Ratio
EZA
N/A
UYG
15.19
Forward P/E
EZA
N/A
UYG
15.72
5Y Dividends CAGR
EZA
14.29%
Winner
UYG
104.43%
5Y EPS CAGR
EZA
N/A
UYG
11.58%
Debt to Equity
EZA
N/A
UYG
71.44%
EZA vs UYG - Holdings Comparison
EZA and UYG have 1 common holdings. Overlap is -0.08%
EZA's top 25 holdings weight is 97.23%. UYG's top 25 holdings weight is 72.89%.
| Rank | EZA | UYG |
|---|---|---|
| #1 | ANGLOGOLD ASHANTI PLC (AU) - 11.34% | FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 15.14% |
| #2 | NASPERS LTD CLASS N (n/a) - 11.23% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.44% |
| #3 | GOLD FIELDS LTD (n/a) - 8.54% | JPMORGAN CHASE & CO (JPM) - 7.28% |
| #4 | FIRSTRAND LTD (n/a) - 7.31% | SP FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 5.07% |
| #5 | STANDARD BANK GROUP LTD (n/a) - 6.49% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 5.01% |
| #6 | MTN GROUP LTD (n/a) - 4.80% | VISA INC CLASS A (V) - 4.72% |
| #7 | CAPITEC BANK HOLDINGS LTD (n/a) - 4.69% | MASTERCARD INC CLASS A (MA) - 3.53% |
| #8 | VALTERRA PLATINUM LTD (n/a) - 4.09% | BANK OF AMERICA CORP (BAC) - 3.07% |
| #9 | ABSA GROUP LTD (n/a) - 3.64% | THE GOLDMAN SACHS GROUP INC (GS) - 2.40% |
| #10 | IMPALA PLATINUM HOLDINGS LTD (n/a) - 3.14% | WELLS FARGO & CO (WFC) - 2.16% |
| #11 | DISCOVERY LTD (n/a) - 2.81% | MORGAN STANLEY (MS) - 1.99% |
| #12 | SANLAM LTD (n/a) - 2.80% | CITIGROUP INC (C) - 1.95% |
| #13 | HARMONY GOLD MINING CO LTD (n/a) - 2.67% | AMERICAN EXPRESS CO (AXP) - 1.48% |
| #14 | BID CORP LTD (n/a) - 2.65% | CHARLES SCHWAB CORP (SCHW) - 1.35% |
| #15 | SHOPRITE HOLDINGS LTD (n/a) - 2.60% | BLACKROCK INC (BLK) - 1.32% |
| #16 | SASOL LTD (n/a) - 2.50% | S&P GLOBAL INC (SPGI) - 1.13% |
| #17 | SIBANYE STILLWATER LTD ORDINARY SHARES (n/a) - 2.19% | CAPITAL ONE FINANCIAL CORP (COF) - 1.03% |
| #18 | NEDBANK GROUP LTD (n/a) - 2.18% | CHUBB LTD (CB) - 1.02% |
| #19 | REMGRO LTD (n/a) - 1.86% | PROGRESSIVE CORP (PGR) - 1.01% |
| #20 | VODACOM GROUP LTD (n/a) - 1.84% | CME GROUP INC CLASS A (CME) - 0.90% |
| #21 | NORTHAM PLATINUM HOLDINGS LTD (n/a) - 1.81% | BLACKSTONE INC (BX) - 0.80% |
| #22 | NEPI ROCKCASTLE NV (n/a) - 1.68% | BANK OF NEW YORK MELLON CORP (BK) - 0.79% |
| #23 | BIDVEST GROUP LTD (n/a) - 1.54% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.78% |
| #24 | PEPKOR HOLDINGS LTD (n/a) - 1.49% | INTERCONTINENTAL EXCHANGE INC (ICE) - 0.77% |
| #25 | REINET INVESTMENTS SCA (n/a) - 1.34% | U.S. BANCORP (USB) - 0.75% |
| Total Holdings | 35 | 80 |
EZA vs UYG - Historical Returns
Returns include dividend reinvestment.
1M
EZA
+0.49%
Winner
UYG
+6.64%
3M
EZA
+3.48%
Winner
UYG
+18.75%
6M
Winner
EZA
+0.95%
UYG
-5.58%
1Y
Winner
EZA
+38.80%
UYG
+8.27%
5Y(CAGR)
EZA
+11.58%
Winner
UYG
+12.91%
10Y(CAGR)
EZA
+8.08%
Winner
UYG
+18.05%
Max(CAGR)
Winner
EZA
+10.00%
UYG
+0.81%
EZA vs UYG - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | EZA | UYG |
|---|---|---|
| 2026 | -1.80% | -7.40% |
| 2025 | +73.49% | +20.40% |
| 2024 | +9.82% | +54.90% |
| 2023 | -1.59% | +21.56% |
| 2022 | -6.50% | -33.20% |
| 2021 | +7.43% | +81.39% |
| 2020 | -6.02% | -21.03% |
| 2019 | +9.97% | +65.80% |
| 2018 | -25.17% | -22.15% |
| 2017 | +34.76% | +38.89% |
| 2016 | +19.57% | +39.01% |
| 2015 | -24.50% | -2.76% |
| 2014 | +6.87% | +32.96% |
| 2013 | -7.68% | +67.98% |
| 2012 | +17.91% | +54.75% |
| 2011 | -15.89% | -34.23% |
| 2010 | +32.24% | +13.98% |
| 2009 | +47.87% | -6.78% |
| 2008 | -36.96% | -84.66% |
| 2007 | +20.67% | -41.14% |
| 2006 | +15.47% | N/A |
| 2005 | +27.20% | N/A |
| 2004 | +42.85% | N/A |
| 2003 | +51.38% | N/A |
EZA vs UYG Drawdown Comparison
The maximum drawdown for EZA was -63.06%, occurring on Oct 27, 2008. Recovery took 730 trading sessions.
The maximum drawdown for UYG was -97.93%, occurring on Mar 6, 2009. Recovery took 4460 trading sessions.
The current EZA drawdown is -16.48%. The current UYG drawdown is -12.17%.
| Rank | EZA | UYG |
|---|---|---|
| #1 | -63.06% Oct 31, 2007 - Sep 24, 2010 | -97.93% Feb 20, 2007 - Nov 6, 2024 |
| #2 | -62.32% Jan 26, 2018 - May 23, 2025 | -30.35% Feb 18, 2025 - Jul 3, 2025 |
| #3 | -45.03% Apr 28, 2015 - Dec 21, 2017 | -28.91% Jan 6, 2026 - Mar 27, 2026 |
| #4 | -29.56% May 9, 2006 - Feb 16, 2007 | -15.20% Nov 29, 2024 - Jan 30, 2025 |
| #5 | -25.94% Apr 29, 2011 - May 14, 2014 | -11.82% Sep 29, 2025 - Dec 11, 2025 |
| #6 | -23.31% Feb 27, 2026 - Mar 20, 2026 | -7.58% Jul 25, 2025 - Aug 22, 2025 |
| #7 | -20.25% Jul 23, 2007 - Oct 4, 2007 | -6.00% Jul 3, 2025 - Jul 25, 2025 |
| #8 | -19.16% Apr 6, 2004 - Sep 16, 2004 | -3.72% Sep 4, 2025 - Sep 19, 2025 |
| #9 | -18.04% Mar 9, 2005 - Aug 10, 2005 | -3.33% Nov 6, 2024 - Nov 11, 2024 |
| #10 | -17.71% Sep 5, 2014 - Apr 28, 2015 | -3.28% Dec 24, 2025 - Jan 5, 2026 |
| #11 | -13.68% Feb 1, 2006 - Apr 3, 2006 | -3.19% Feb 8, 2007 - Feb 14, 2007 |
| #12 | -13.47% Feb 23, 2007 - Apr 2, 2007 | -3.15% Feb 6, 2025 - Feb 18, 2025 |
| #13 | -13.40% Jan 3, 2011 - Apr 6, 2011 | -2.39% Jan 30, 2025 - Feb 6, 2025 |
| #14 | -12.38% Jan 3, 2005 - Feb 24, 2005 | -2.09% Sep 19, 2025 - Sep 29, 2025 |
| #15 | -11.13% Sep 30, 2005 - Nov 21, 2005 | -1.92% Dec 15, 2025 - Dec 22, 2025 |
Correlation
Correlation between EZA and UYG is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2003 - 2026)
EZA vs UYG dividend yield comparison.
| Year | EZA | UYG |
|---|---|---|
| 2026 | 2.15% | 0.24% |
| 2025 | 6.16% | 11.72% |
| 2024 | 7.26% | 0.51% |
| 2023 | 2.84% | 0.79% |
| 2022 | 3.90% | 0.77% |
| 2021 | 2.05% | 9.39% |
| 2020 | 5.51% | 0.66% |
| 2019 | 12.27% | 0.90% |
| 2018 | 3.81% | 1.56% |
| 2017 | 1.55% | 1.68% |
| 2016 | 4.10% | 2.27% |
| 2015 | 3.03% | 2.48% |
| 2014 | 2.20% | 3.41% |
| 2013 | 2.44% | 1.72% |
| 2012 | 3.01% | 5.16% |
| 2011 | 3.15% | 2.00% |
| 2010 | 2.43% | 0.10% |
| 2009 | 3.70% | 0.41% |
| 2008 | 9.74% | 3.27% |
| 2007 | 4.02% | 1.47% |
| 2006 | 4.36% | 0.00% |
| 2005 | 4.00% | 0.00% |
| 2004 | 3.04% | 0.00% |
| 2003 | 4.85% | 0.00% |
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