ISTB vs UPRO

Comparison between ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF) and PROSHARES ULTRAPRO S&P500 (UPRO, ETF).

5-Year PerformanceUPRO has outperformed ISTB, delivering a return of +24.7% compared to +1.9%

ISTB vs UPRO - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ISTB(ETF)	UPRO(ETF)
Net Assets	$4.70B	$4.70B
Expense Ratio	0.06%	N/A
Max Drawdown	11.76%	76.82%
Sharpe Ratio	0.42	1.95
5Y Beta	0.01	2.89
5Y Dividends CAGR	16.37%	84.39%

Net Assets

ISTB

$4.70B

UPRO

$4.70B

Expense Ratio

ISTB

0.06%

UPRO

N/A

Max Drawdown

Winner

ISTB

11.76%

UPRO

76.82%

Sharpe Ratio

ISTB

0.42

Winner

UPRO

1.95

5Y Beta

Winner

ISTB

0.01

UPRO

2.89

5Y Dividends CAGR

ISTB

16.37%

Winner

UPRO

84.39%

ISTB vs UPRO - Historical Returns

Returns include dividend reinvestment.

Period	ISTB	UPRO
1 month	-0.10%	+23.23%
3 months	-0.18%	+23.22%
6 months	+1.02%	+18.71%
1 year	+4.55%	+81.10%
5 years(CAGR)	+1.90%	+24.69%
10 years(CAGR)	+2.27%	+30.03%
Max(CAGR)	+2.02%	+33.00%

ISTB

-0.10%

Winner

UPRO

+23.23%

ISTB

-0.18%

Winner

UPRO

+23.22%

ISTB

+1.02%

Winner

UPRO

+18.71%

ISTB

+4.55%

Winner

UPRO

+81.10%

5Y(CAGR)

ISTB

+1.90%

Winner

UPRO

+24.69%

10Y(CAGR)

ISTB

+2.27%

Winner

UPRO

+30.03%

Max(CAGR)

ISTB

+2.02%

Winner

UPRO

+33.00%

ISTB vs UPRO - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	ISTB	UPRO
2026	+0.36%	+20.21%
2025	+6.36%	+33.00%
2024	+4.64%	+66.56%
2023	+5.44%	+70.82%
2022	-5.89%	-57.58%
2021	-0.74%	+107.13%
2020	+4.69%	+7.18%
2019	+5.50%	+101.91%
2018	+1.12%	-26.65%
2017	+1.76%	+67.74%
2016	+2.69%	+36.68%
2015	+0.57%	-4.99%
2014	+1.20%	+42.06%
2013	+0.62%	+103.37%
2012	-0.02%	+40.02%
2011	N/A	-14.37%
2010	N/A	+29.81%
2009	N/A	+73.78%

ISTB vs UPRO Drawdown Comparison

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.

The current ISTB drawdown is -0.53%. The current UPRO drawdown is -0.40%.

Rank	ISTB	UPRO
#1	-9.34% Aug 3, 2021 - Jul 11, 2024	-76.82% Feb 19, 2020 - Jan 8, 2021
#2	-6.06% Mar 6, 2020 - May 15, 2020	-63.94% Jan 3, 2022 - Jun 17, 2024
#3	-2.26% May 8, 2013 - Aug 13, 2014	-51.73% Apr 29, 2011 - Apr 2, 2012
#4	-1.63% Sep 7, 2017 - Dec 14, 2018	-50.28% Sep 20, 2018 - Jul 12, 2019
#5	-1.45% Oct 21, 2016 - Apr 3, 2017	-48.86% Feb 19, 2025 - Jul 25, 2025
#6	-1.36% Sep 24, 2024 - Feb 5, 2025	-42.88% Apr 23, 2010 - Dec 10, 2010
#7	-1.26% Feb 27, 2026 - Mar 26, 2026	-39.29% May 21, 2015 - Jul 18, 2016
#8	-1.19% Oct 14, 2015 - Mar 11, 2016	-29.34% Jan 26, 2018 - Aug 29, 2018
#9	-1.03% Apr 3, 2025 - Apr 25, 2025	-27.26% Apr 2, 2012 - Sep 6, 2012
#10	-0.97% Apr 16, 2015 - Oct 14, 2015	-26.79% Jan 12, 2026 - Apr 17, 2026
#11	-0.80% Oct 21, 2014 - Jan 14, 2015	-24.41% Jul 16, 2024 - Sep 24, 2024
#12	-0.77% Sep 4, 2019 - Oct 3, 2019	-22.72% Jan 19, 2010 - Mar 16, 2010
#13	-0.74% Feb 10, 2021 - Jun 7, 2021	-21.27% Sep 14, 2012 - Jan 4, 2013
#14	-0.73% Apr 30, 2025 - Jun 4, 2025	-21.05% Sep 18, 2014 - Nov 3, 2014
#15	-0.68% May 13, 2016 - Jun 8, 2016	-18.18% Feb 18, 2011 - Apr 26, 2011

Correlation

Correlation between ISTB and UPRO is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2009 - 2026)

ISTB vs UPRO dividend yield comparison.

Year	ISTB	UPRO
2026	1.42%	0.16%
2025	4.12%	0.84%
2024	3.83%	0.93%
2023	2.97%	0.74%
2022	2.01%	0.52%
2021	1.69%	0.06%
2020	2.20%	0.11%
2019	2.75%	0.41%
2018	2.57%	0.63%
2017	2.06%	0.00%
2016	1.90%	0.12%
2015	1.58%	0.34%
2014	1.07%	0.22%
2013	0.60%	0.07%
2012	0.09%	0.05%
2011	0.00%	0.06%
2010	0.00%	0.18%
2009	0.00%	0.11%