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ISHG vs UYG

Comparison between ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF) and PROSHARES ULTRA FINANCIALS (UYG, ETF).

5-Year PerformanceUYG has outperformed ISHG, delivering a return of +13.5% compared to -0.3%

ISHG vs UYG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
ISHG
$826M
Winner
UYG
$829M
Expense Ratio
ISHG
0.35%
UYG
N/A
Max Drawdown
Winner
ISHG
42.96%
UYG
97.97%
Sharpe Ratio
ISHG
-0.15
Winner
UYG
0.53
5Y Beta
Winner
ISHG
0.03
UYG
1.56
P/E Ratio
ISHG
N/A
UYG
17.01
Forward P/E
ISHG
N/A
UYG
16.33
PEG Ratio
ISHG
N/A
UYG
0.56
5Y Dividends CAGR
ISHG
N/A
UYG
119.16%
5Y EPS CAGR
ISHG
N/A
UYG
12.31%
Debt to Equity
ISHG
N/A
UYG
82.19%
P/S Ratio
ISHG
N/A
UYG
3.60
P/B Ratio
ISHG
N/A
UYG
2.44

ISHG vs UYG - Historical Returns

Returns include dividend reinvestment.

1M
ISHG
+2.98%
Winner
UYG
+5.95%
3M
ISHG
+1.12%
Winner
UYG
+24.17%
6M
ISHG
-0.20%
Winner
UYG
+27.70%
1Y
ISHG
+2.54%
Winner
UYG
+13.70%
5Y(CAGR)
ISHG
-0.31%
Winner
UYG
+13.48%
10Y(CAGR)
ISHG
-0.14%
Winner
UYG
+18.30%
Max(CAGR)
ISHG
-0.52%
Winner
UYG
+0.89%

ISHG vs UYG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearISHGUYG
2026+1.40%+8.45%
2025+14.14%+20.40%
2024-3.11%+54.90%
2023+4.98%+21.56%
2022-10.41%-33.20%
2021-7.29%+81.39%
2020+7.71%-21.03%
2019-0.18%+65.80%
2018-3.81%-22.31%
2017+11.12%+37.19%
2016-1.77%+36.51%
2015-6.94%-4.45%
2014-9.81%+28.88%
2013-2.37%+65.28%
2012+1.41%+47.82%
2011-2.94%-35.32%
2010+0.59%+13.99%
2009+7.31%-6.37%
2008N/A-84.55%
2007N/A-40.73%

ISHG vs UYG Drawdown Comparison

The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.

The current ISHG drawdown is -21.27%. The current UYG drawdown is -0.41%.

RankISHGUYG
#1-37.24%
May 4, 2011 - Sep 27, 2022
-97.90%
Feb 20, 2007 - Jan 30, 2025
#2-15.06%
Dec 1, 2009 - Mar 21, 2011
-30.35%
Feb 18, 2025 - Jul 3, 2025
#3-5.65%
Jan 28, 2009 - Mar 19, 2009
-28.91%
Jan 6, 2026 - Jul 28, 2026
#4-4.09%
Mar 19, 2009 - May 8, 2009
-11.82%
Sep 29, 2025 - Dec 11, 2025
#5-3.93%
Jun 2, 2009 - Jul 22, 2009
-7.58%
Jul 25, 2025 - Aug 22, 2025
#6-2.10%
Aug 3, 2009 - Sep 8, 2009
-6.00%
Jul 3, 2025 - Jul 25, 2025
#7-1.78%
Oct 21, 2009 - Nov 16, 2009
-4.58%
Aug 13, 2026 - Aug 20, 2026
#8-1.61%
Mar 21, 2011 - Apr 12, 2011
-3.72%
Sep 4, 2025 - Sep 19, 2025
#9-1.30%
Jul 22, 2009 - Jul 31, 2009
-3.28%
Dec 24, 2025 - Jan 5, 2026
#10-1.01%
Nov 16, 2009 - Nov 25, 2009
-3.27%
Jul 28, 2026 - Aug 4, 2026
#11-0.91%
Sep 17, 2009 - Oct 6, 2009
-3.19%
Feb 8, 2007 - Feb 14, 2007
#12-0.90%
May 22, 2009 - May 29, 2009
-3.15%
Feb 6, 2025 - Feb 18, 2025
#13-0.90%
Oct 8, 2009 - Oct 14, 2009
-2.39%
Jan 30, 2025 - Feb 6, 2025
#14-0.87%
Apr 14, 2011 - Apr 20, 2011
-2.09%
Sep 19, 2025 - Sep 29, 2025
#15-0.69%
May 14, 2009 - May 19, 2009
-1.92%
Dec 15, 2025 - Dec 22, 2025

Correlation

Correlation between ISHG and UYG is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63
-101

Dividend Comparison (2007 - 2026)

ISHG vs UYG dividend yield comparison.

YearISHGUYG
20260.00%0.32%
20251.45%11.72%
20242.56%0.51%
20230.18%0.79%
20220.00%0.77%
20211.29%9.39%
20200.00%0.66%
20190.00%0.90%
20181.80%1.28%
20170.46%0.56%
20160.00%0.76%
20150.09%0.72%
20140.42%0.57%
20130.20%0.29%
20121.55%0.86%
20114.51%0.33%
20100.97%0.12%
20091.15%0.69%
20080.00%5.45%
20070.00%2.45%

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