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FCLO vs UPW

Comparison between FIDELITY CLO ETF (FCLO, ETF) and PROSHARES ULTRA UTILITIES (UPW, ETF).

FCLO vs UPW - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
FCLO
$25M
UPW
$25M
Max Drawdown
Winner
FCLO
0.68%
UPW
79.48%
Sharpe Ratio
Winner
FCLO
1.38
UPW
0.57
5Y Beta
Winner
FCLO
0.01
UPW
0.63
P/E Ratio
FCLO
N/A
UPW
20.07
Forward P/E
FCLO
N/A
UPW
18.10
PEG Ratio
FCLO
N/A
UPW
0.82
5Y Dividends CAGR
FCLO
N/A
UPW
21.28%
5Y EPS CAGR
FCLO
N/A
UPW
13.18%
Debt to Equity
FCLO
N/A
UPW
124.69%
P/S Ratio
FCLO
N/A
UPW
2.90
P/B Ratio
FCLO
N/A
UPW
2.30

FCLO vs UPW - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FCLO
+0.51%
UPW
-8.84%
3M
Winner
FCLO
+2.06%
UPW
-11.26%
6M
FCLO
N/A
UPW
+4.13%
1Y
FCLO
N/A
UPW
+17.94%
5Y(CAGR)
FCLO
N/A
UPW
+10.17%
10Y(CAGR)
FCLO
N/A
UPW
+10.16%
Max(CAGR)
FCLO
+5.76%
Winner
UPW
+9.62%

FCLO vs UPW - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearFCLOUPW
2026+1.75%+3.54%
2025N/A+21.51%
2024N/A+33.90%
2023N/A-22.32%
2022N/A-2.69%
2021N/A+39.41%
2020N/A-14.91%
2019N/A+53.17%
2018N/A+4.02%
2017N/A+23.11%
2016N/A+32.68%
2015N/A-13.24%
2014N/A+60.35%
2013N/A+25.28%
2012N/A+2.09%
2011N/A+33.79%
2010N/A+10.71%
2009N/A+14.29%
2008N/A-58.09%
2007N/A+26.28%

FCLO vs UPW Drawdown Comparison

The maximum drawdown for FCLO was -0.58%, occurring on Mar 9, 2026. Recovery took 24 trading sessions.

The maximum drawdown for UPW was -77.75%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.

The current UPW drawdown is -14.32%.

RankFCLOUPW
#1-0.58%
Feb 26, 2026 - Apr 1, 2026
-77.75%
Dec 10, 2007 - Feb 18, 2014
#2-0.21%
Apr 1, 2026 - Apr 10, 2026
-62.67%
Feb 18, 2020 - Apr 1, 2022
#3-0.15%
Feb 13, 2026 - Feb 23, 2026
-49.41%
Sep 12, 2022 - Sep 30, 2024
#4-0.11%
May 18, 2026 - May 22, 2026
-31.05%
Jan 29, 2015 - Mar 16, 2016
#5-0.07%
Apr 17, 2026 - Apr 21, 2026
-29.26%
Apr 8, 2022 - Aug 15, 2022
#6-0.07%
Apr 21, 2026 - Apr 24, 2026
-26.93%
Nov 14, 2017 - Dec 3, 2018
#7-0.04%
Apr 15, 2026 - Apr 17, 2026
-25.06%
May 21, 2007 - Dec 5, 2007
#8-0.04%
May 22, 2026 - May 28, 2026
-24.64%
Jul 6, 2016 - May 23, 2017
#9-0.03%
May 7, 2026 - May 12, 2026
-22.91%
Nov 27, 2024 - Jul 21, 2025
#10-0.01%
Apr 24, 2026 - Apr 28, 2026
-19.15%
Feb 27, 2026 - Jun 1, 2026
#11N/A-18.94%
Oct 15, 2025 - Feb 24, 2026
#12N/A-18.13%
Jun 30, 2014 - Oct 24, 2014
#13N/A-17.57%
Dec 13, 2018 - Feb 22, 2019
#14N/A-12.37%
Oct 16, 2024 - Nov 26, 2024
#15N/A-11.25%
Sep 26, 2019 - Jan 15, 2020

Correlation

Correlation between FCLO and UPW is -0.81 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.81
-101

Dividend Comparison (2007 - 2026)

FCLO vs UPW dividend yield comparison.

YearFCLOUPW
20261.56%0.30%
20250.00%1.67%
20240.00%1.83%
20230.00%2.40%
20220.00%1.55%
20210.00%1.30%
20200.00%0.83%
20190.00%0.83%
20180.00%1.98%
20170.00%1.51%
20160.00%1.70%
20150.00%2.16%
20140.00%1.70%
20130.00%2.24%
20120.00%1.90%
20110.00%1.79%
20100.00%2.63%
20090.00%2.42%
20080.00%3.71%
20070.00%7.03%

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