GK vs UMDD
Comparison between ADVISORSHARES GERBER KAWASAKI ETF (GK, ETF) and PROSHARES ULTRAPRO MIDCAP400 (UMDD, ETF).
5-Year PerformanceGK has outperformed UMDD, delivering a return of +3.0% compared to +2.4%
GK vs UMDD - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
GK
$32M
UMDD
$32M
Expense Ratio
GK
0.77%
UMDD
N/A
Max Drawdown
Winner
GK
48.40%
UMDD
86.39%
Sharpe Ratio
GK
1.23
Winner
UMDD
1.25
5Y Beta
Winner
GK
1.19
UMDD
2.96
P/E Ratio
GK
39.99
UMDD
N/A
Forward P/E
GK
23.29
UMDD
N/A
PEG Ratio
GK
0.28
UMDD
N/A
5Y Dividends CAGR
GK
N/A
UMDD
76.71%
5Y EPS CAGR
GK
33.99%
UMDD
N/A
Debt to Equity
GK
47.06%
UMDD
N/A
P/S Ratio
GK
6.49
UMDD
N/A
P/B Ratio
GK
9.92
UMDD
N/A
GK vs UMDD - Holdings Comparison
GK and UMDD have 4 common holdings. Overlap is 0.79%
GK's top 25 holdings weight is 96.46%. UMDD's top 25 holdings weight is 51.87%.
| Rank | GK | UMDD |
|---|---|---|
| #1 | MICRON TECHNOLOGY INC (MU) - 12.22% | CASH (n/a) - 20.38% |
| #2 | ALPHABET INC CLASS C (GOOG) - 8.20% | S&P MIDCAP 400 INDEX SWAP (n/a) - 15.13% |
| #3 | NVIDIA CORP (NVDA) - 7.05% | CTE PROSHARES TRUST M (n/a) - 7.82% |
| #4 | BROADCOM INC (AVGO) - 6.58% | E-MINI S&P MIDCAP 400 FUTURE JUNE 26 (n/a) - 1.18% |
| #5 | ELI LILLY AND CO (LLY) - 6.27% | FLEX LTD (FLEX) - 0.81% |
| #6 | BLACKROCK TREASURY TRUST INSTL 62 (n/a) - 5.37% | TWILIO INC CLASS A (TWLO) - 0.50% |
| #7 | GE VERNOVA INC (GEV) - 4.44% | TECHNIPFMC PLC (n/a) - 0.45% |
| #8 | APPLE INC (AAPL) - 4.30% | CURTISS-WRIGHT CORP (CW) - 0.42% |
| #9 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 4.15% | CARPENTER TECHNOLOGY CORP (CRS) - 0.41% |
| #10 | MICROSOFT CORP (MSFT) - 3.97% | XPO INC (XPO) - 0.40% |
| #11 | QUANTA SERVICES INC (PWR) - 3.72% | NVENT ELECTRIC PLC (NVT) - 0.40% |
| #12 | NETFLIX INC (NFLX) - 3.64% | ATI INC (ATI) - 0.39% |
| #13 | FIRSTCASH HOLDINGS INC (FCFS) - 2.86% | ILLUMINA INC (ILMN) - 0.39% |
| #14 | AMAZON.COM INC (AMZN) - 2.78% | UNITED THERAPEUTICS CORP (UTHR) - 0.37% |
| #15 | STERLING INFRASTRUCTURE INC (STRL) - 2.44% | STERLING INFRASTRUCTURE INC (STRL) - 0.37% |
| #16 | TKO GROUP HOLDINGS INC (TKO) - 2.41% | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.36% |
| #17 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 2.36% | WOODWARD INC (WWD) - 0.35% |
| #18 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 2.27% | EXELIXIS INC (EXEL) - 0.22% |
| #19 | APPLOVIN CORP ORDINARY SHARES CLASS A (APP) - 2.11% | UNUM GROUP (UNM) - 0.22% |
| #20 | BLOOM ENERGY CORP CLASS A (BE) - 2.07% | DICK'S SPORTING GOODS INC (DKS) - 0.22% |
| #21 | WALMART INC (WMT) - 1.92% | JAZZ PHARMACEUTICALS PLC (JAZZ) - 0.22% |
| #22 | LPL FINANCIAL HOLDINGS INC (LPLA) - 1.89% | GAMING AND LEISURE PROPERTIES INC (GLPI) - 0.22% |
| #23 | AMPHENOL CORP CLASS A (APH) - 1.38% | ARAMARK (ARMK) - 0.22% |
| #24 | GENIUS SPORTS LTD (GENI) - 1.04% | REGAL REXNORD CORP (RRX) - 0.21% |
| #25 | KARMAN HOLDINGS INC (KRMN) - 1.02% | NUTANIX INC CLASS A (NTNX) - 0.21% |
| Total Holdings | 31 | 364 |
GK vs UMDD - Historical Returns
Returns include dividend reinvestment.
1M
GK
+0.45%
Winner
UMDD
+9.80%
3M
GK
+16.22%
Winner
UMDD
+40.94%
6M
GK
+12.48%
Winner
UMDD
+35.74%
1Y
GK
+26.60%
Winner
UMDD
+66.45%
5Y(CAGR)
Winner
GK
+3.00%
UMDD
+2.42%
10Y(CAGR)
GK
N/A
UMDD
+12.70%
Max(CAGR)
GK
+3.00%
Winner
UMDD
+19.42%
GK vs UMDD - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | GK | UMDD |
|---|---|---|
| 2026 | +11.98% | +36.53% |
| 2025 | +17.69% | -2.11% |
| 2024 | +21.58% | +20.82% |
| 2023 | +23.03% | +28.47% |
| 2022 | -43.13% | -49.98% |
| 2021 | +4.95% | +81.33% |
| 2020 | N/A | -17.44% |
| 2019 | N/A | +80.06% |
| 2018 | N/A | -40.78% |
| 2017 | N/A | +46.68% |
| 2016 | N/A | +65.85% |
| 2015 | N/A | -12.64% |
| 2014 | N/A | +27.19% |
| 2013 | N/A | +104.60% |
| 2012 | N/A | +45.14% |
| 2011 | N/A | -30.67% |
| 2010 | N/A | +89.42% |
GK vs UMDD Drawdown Comparison
The maximum drawdown for GK was -47.72%, occurring on Dec 28, 2022. Recovery took 1127 trading sessions.
The maximum drawdown for UMDD was -86.25%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.
The current GK drawdown is -4.57%. The current UMDD drawdown is -3.11%.
| Rank | GK | UMDD |
|---|---|---|
| #1 | -47.72% Nov 4, 2021 - May 5, 2026 | -86.25% Aug 29, 2018 - Feb 24, 2021 |
| #2 | -7.90% Sep 3, 2021 - Oct 21, 2021 | -65.66% Apr 29, 2011 - Feb 8, 2013 |
| #3 | -7.22% Jun 2, 2026 - Jun 10, 2026 | -64.60% Nov 16, 2021 - Oct 27, 2023 |
| #4 | -4.84% Aug 9, 2021 - Sep 3, 2021 | -50.75% Jun 23, 2015 - Nov 15, 2016 |
| #5 | -4.09% May 14, 2026 - May 26, 2026 | -47.01% Apr 23, 2010 - Dec 2, 2010 |
| #6 | -3.94% Jul 12, 2021 - Jul 23, 2021 | -29.86% Jul 1, 2014 - Nov 24, 2014 |
| #7 | -2.01% Jul 23, 2021 - Aug 3, 2021 | -27.23% Jan 23, 2018 - Aug 21, 2018 |
| #8 | -1.86% May 6, 2026 - May 11, 2026 | -21.18% May 7, 2021 - Oct 22, 2021 |
| #9 | -1.44% Jul 2, 2021 - Jul 9, 2021 | -20.60% May 21, 2013 - Jul 11, 2013 |
| #10 | -0.49% Aug 5, 2021 - Aug 9, 2021 | -20.20% Jan 22, 2014 - Feb 26, 2014 |
| #11 | -0.47% May 11, 2026 - May 13, 2026 | -17.82% Mar 15, 2021 - Apr 15, 2021 |
| #12 | -0.32% Oct 21, 2021 - Oct 25, 2021 | -17.67% Aug 1, 2013 - Oct 1, 2013 |
| #13 | -0.22% Oct 26, 2021 - Oct 28, 2021 | -16.07% Jul 25, 2017 - Sep 29, 2017 |
| #14 | -0.01% Nov 1, 2021 - Nov 3, 2021 | -15.55% Apr 2, 2014 - Jun 5, 2014 |
| #15 | N/A | -14.94% Feb 18, 2011 - Mar 30, 2011 |
Correlation
Correlation between GK and UMDD is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2010 - 2026)
GK vs UMDD dividend yield comparison.
| Year | GK | UMDD |
|---|---|---|
| 2026 | 0.00% | 0.11% |
| 2025 | 0.08% | 1.00% |
| 2024 | 0.00% | 0.76% |
| 2023 | 0.13% | 0.19% |
| 2022 | 1.30% | 0.49% |
| 2021 | 0.04% | 0.06% |
| 2020 | 0.00% | 0.08% |
| 2019 | 0.00% | 0.64% |
| 2018 | 0.00% | 0.32% |
| 2016 | 0.00% | 0.03% |
| 2015 | 0.00% | 0.06% |
| 2014 | 0.00% | 0.08% |
| 2010 | 0.00% | 0.05% |
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