JELM vs UGE
Comparison between JANUS HENDERSON EQUITY LINKED MODERATE INCOME ETF (JELM, ETF) and PROSHARES ULTRA CONSUMER STAPLES (UGE, ETF).
JELM vs UGE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
JELM
$12M
Winner
UGE
$12M
Expense Ratio
JELM
0.59%
UGE
N/A
Max Drawdown
Winner
JELM
0.69%
UGE
72.17%
Sharpe Ratio
JELM
-0.04
Winner
UGE
0.04
5Y Beta
Winner
JELM
0.05
UGE
0.40
P/E Ratio
JELM
N/A
UGE
29.37
Forward P/E
JELM
N/A
UGE
19.45
PEG Ratio
JELM
N/A
UGE
1.85
5Y Dividends CAGR
JELM
N/A
UGE
39.69%
5Y EPS CAGR
JELM
N/A
UGE
6.85%
Debt to Equity
JELM
N/A
UGE
215.90%
P/S Ratio
JELM
N/A
UGE
1.33
P/B Ratio
JELM
N/A
UGE
4.80
JELM vs UGE - Historical Returns
Returns include dividend reinvestment.
1M
Winner
JELM
+0.18%
UGE
-3.18%
3M
JELM
N/A
UGE
-7.36%
6M
JELM
N/A
UGE
+12.66%
1Y
JELM
N/A
UGE
+1.14%
5Y(CAGR)
JELM
N/A
UGE
-2.37%
10Y(CAGR)
JELM
N/A
UGE
+7.79%
Max(CAGR)
JELM
+3.51%
Winner
UGE
+11.04%
JELM vs UGE - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | JELM | UGE |
|---|---|---|
| 2026 | +0.45% | +11.35% |
| 2025 | N/A | -4.58% |
| 2024 | N/A | +14.01% |
| 2023 | N/A | +5.86% |
| 2022 | N/A | -49.77% |
| 2021 | N/A | +44.85% |
| 2020 | N/A | +57.77% |
| 2019 | N/A | +58.25% |
| 2018 | N/A | -29.60% |
| 2017 | N/A | +32.70% |
| 2016 | N/A | +12.18% |
| 2015 | N/A | +11.84% |
| 2014 | N/A | +26.67% |
| 2013 | N/A | +60.04% |
| 2012 | N/A | +20.12% |
| 2011 | N/A | +11.99% |
| 2010 | N/A | +35.67% |
| 2009 | N/A | +41.14% |
| 2008 | N/A | -49.58% |
| 2007 | N/A | +6.86% |
JELM vs UGE Drawdown Comparison
The maximum drawdown for JELM was -0.69%, occurring on Apr 27, 2026. Recovery took 6 trading sessions.
The maximum drawdown for UGE was -71.37%, occurring on Mar 9, 2009. Recovery took 843 trading sessions.
The current JELM drawdown is -0.66%. The current UGE drawdown is -37.00%.
| Rank | JELM | UGE |
|---|---|---|
| #1 | -0.69% Apr 23, 2026 - May 1, 2026 | -71.37% Dec 10, 2007 - Apr 15, 2011 |
| #2 | -0.66% May 29, 2026 - Jun 8, 2026 | -57.14% Feb 20, 2020 - Aug 17, 2020 |
| #3 | -0.20% May 6, 2026 - May 12, 2026 | -56.54% Jan 4, 2022 - Oct 12, 2023 |
| #4 | -0.14% May 19, 2026 - May 26, 2026 | -38.50% Jan 23, 2018 - Dec 11, 2019 |
| #5 | -0.10% May 1, 2026 - May 6, 2026 | -26.29% Jul 7, 2011 - Feb 9, 2012 |
| #6 | -0.09% May 12, 2026 - May 14, 2026 | -20.52% Aug 10, 2015 - Oct 22, 2015 |
| #7 | -0.06% May 14, 2026 - May 18, 2026 | -17.72% Feb 8, 2021 - Apr 13, 2021 |
| #8 | -0.02% May 27, 2026 - May 29, 2026 | -16.66% Oct 26, 2015 - Mar 11, 2016 |
| #9 | N/A | -16.03% Jul 25, 2016 - Feb 17, 2017 |
| #10 | N/A | -15.21% Nov 5, 2021 - Jan 3, 2022 |
| #11 | N/A | -15.08% Dec 30, 2013 - Apr 1, 2014 |
| #12 | N/A | -14.77% Oct 13, 2020 - Nov 16, 2020 |
| #13 | N/A | -13.62% Jun 1, 2007 - Oct 3, 2007 |
| #14 | N/A | -13.28% Sep 2, 2020 - Oct 9, 2020 |
| #15 | N/A | -13.27% Apr 3, 2012 - Aug 16, 2012 |
Correlation
Correlation between JELM and UGE is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
-0.66
-101
Dividend Comparison (2007 - 2026)
JELM vs UGE dividend yield comparison.
| Year | JELM | UGE |
|---|---|---|
| 2026 | 0.29% | 0.31% |
| 2025 | 0.00% | 2.54% |
| 2024 | 0.00% | 1.43% |
| 2023 | 0.00% | 1.20% |
| 2022 | 0.00% | 0.74% |
| 2021 | 0.00% | 0.20% |
| 2020 | 0.00% | 0.41% |
| 2019 | 0.00% | 0.86% |
| 2018 | 0.00% | 0.76% |
| 2017 | 0.00% | 0.68% |
| 2016 | 0.00% | 0.76% |
| 2015 | 0.00% | 0.60% |
| 2014 | 0.00% | 0.55% |
| 2013 | 0.00% | 0.49% |
| 2012 | 0.00% | 0.66% |
| 2011 | 0.00% | 0.04% |
| 2010 | 0.00% | 0.79% |
| 2009 | 0.00% | 1.23% |
| 2008 | 0.00% | 2.63% |
| 2007 | 0.00% | 2.42% |
Select Stocks to Compare
Popular: JELM vs SPYUGE vs SPY
More Comparisons
Compare with similar stocks