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IUS vs UGL

Comparison between INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF) and ProShares Ultra Gold 2x Shares (UGL, ETF).

5-Year PerformanceUGL has outperformed IUS, delivering a return of +24.6% compared to +13.6%

IUS vs UGL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
IUS
$857M
UGL
$854M
Expense Ratio
IUS
0.19%
UGL
N/A
Max Drawdown
Winner
IUS
35.17%
UGL
75.93%
Sharpe Ratio
Winner
IUS
2.30
UGL
0.78
5Y Beta
IUS
0.78
Winner
UGL
0.45
P/E Ratio
IUS
25.34
UGL
N/A
Forward P/E
IUS
16.44
UGL
N/A
5Y Dividends CAGR
IUS
8.99%
UGL
N/A
5Y EPS CAGR
IUS
16.93%
UGL
N/A
Debt to Equity
IUS
24.04%
UGL
N/A
P/S Ratio
IUS
1.36
UGL
N/A
P/B Ratio
IUS
3.60
UGL
N/A

IUS vs UGL - Historical Returns

Returns include dividend reinvestment.

1M
Winner
IUS
+2.34%
UGL
-21.17%
3M
Winner
IUS
+12.66%
UGL
-34.00%
6M
Winner
IUS
+15.10%
UGL
-12.99%
1Y
IUS
+31.24%
Winner
UGL
+32.76%
5Y(CAGR)
IUS
+13.56%
Winner
UGL
+24.59%
10Y(CAGR)
IUS
N/A
UGL
+16.39%
Max(CAGR)
Winner
IUS
+15.22%
UGL
+12.45%

IUS vs UGL - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearIUSUGL
2026+14.78%-13.26%
2025+17.23%+132.16%
2024+16.56%+47.10%
2023+21.21%+13.77%
2022-8.85%-4.59%
2021+33.59%-16.20%
2020+14.43%+37.22%
2019+29.34%+31.26%
2018-12.48%-10.05%
2017N/A+20.93%
2016N/A+8.64%
2015N/A-23.18%
2014N/A-9.79%
2013N/A-52.31%
2012N/A+2.80%
2011N/A+12.90%
2010N/A+51.40%
2009N/A+42.29%
2008N/A+27.32%

IUS vs UGL Drawdown Comparison

The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The maximum drawdown for UGL was -75.93%, occurring on Dec 17, 2015. Recovery took 3412 trading sessions.

The current IUS drawdown is -0.73%. The current UGL drawdown is -43.37%.

RankIUSUGL
#1-34.66%
Feb 12, 2020 - Sep 2, 2020
-75.93%
Aug 22, 2011 - Mar 18, 2025
#2-18.73%
Mar 29, 2022 - Jun 30, 2023
-46.64%
Jan 29, 2026 - Jun 10, 2026
#3-15.62%
Nov 29, 2024 - Jul 1, 2025
-25.71%
Feb 20, 2009 - Oct 6, 2009
#4-14.49%
Oct 2, 2018 - May 1, 2019
-24.75%
Dec 2, 2009 - May 12, 2010
#5-9.03%
Jul 31, 2023 - Dec 11, 2023
-19.62%
Oct 20, 2025 - Dec 22, 2025
#6-8.08%
Sep 2, 2020 - Nov 9, 2020
-16.17%
Dec 6, 2010 - Mar 1, 2011
#7-7.80%
Jan 4, 2022 - Mar 28, 2022
-15.19%
Dec 31, 2008 - Jan 23, 2009
#8-7.05%
Jul 24, 2019 - Sep 11, 2019
-15.11%
Jun 18, 2010 - Sep 14, 2010
#9-6.91%
May 1, 2019 - Jun 21, 2019
-14.57%
Apr 21, 2025 - Sep 2, 2025
#10-6.23%
Jul 16, 2024 - Aug 23, 2024
-11.55%
Apr 29, 2011 - Jul 13, 2011
#11-6.15%
Feb 11, 2026 - Apr 14, 2026
-10.82%
Apr 2, 2025 - Apr 10, 2025
#12-4.97%
Mar 28, 2024 - Jun 17, 2024
-10.60%
Nov 8, 2010 - Dec 3, 2010
#13-4.60%
Sep 12, 2019 - Oct 25, 2019
-10.23%
Dec 26, 2025 - Jan 12, 2026
#14-4.52%
Nov 16, 2021 - Dec 10, 2021
-10.12%
May 12, 2010 - Jun 17, 2010
#15-4.52%
Sep 2, 2021 - Oct 20, 2021
-7.86%
Oct 14, 2010 - Nov 4, 2010

Correlation

Correlation between IUS and UGL is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

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