KNGZ vs UBT

Comparison between FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF (KNGZ, ETF) and PROSHARES ULTRA 20+ YEAR TREASURY (UBT, ETF).

5-Year PerformanceKNGZ has outperformed UBT, delivering a return of +9.3% compared to -18.4%

KNGZ vs UBT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	KNGZ(ETF)	UBT(ETF)
Net Assets	$64M	$64M
Expense Ratio	0.50%	N/A
Max Drawdown	37.44%	80.57%
Sharpe Ratio	1.63	0.01
5Y Beta	0.79	0.10
P/E Ratio	18.25	N/A
Forward P/E	13.89	N/A
PEG Ratio	0.04	N/A
5Y Dividends CAGR	9.93%	37.22%
5Y EPS CAGR	4.80%	N/A
Debt to Equity	-319.04%	N/A
P/S Ratio	1.42	N/A
P/B Ratio	2.38	N/A

Net Assets

KNGZ

$64M

UBT

$64M

Expense Ratio

KNGZ

0.50%

UBT

N/A

Max Drawdown

Winner

KNGZ

37.44%

UBT

80.57%

Sharpe Ratio

Winner

KNGZ

1.63

UBT

0.01

5Y Beta

KNGZ

0.79

Winner

UBT

0.10

P/E Ratio

KNGZ

18.25

UBT

N/A

Forward P/E

KNGZ

13.89

UBT

N/A

PEG Ratio

KNGZ

0.04

UBT

N/A

5Y Dividends CAGR

KNGZ

9.93%

Winner

UBT

37.22%

5Y EPS CAGR

KNGZ

4.80%

UBT

N/A

Debt to Equity

KNGZ

-319.04%

UBT

N/A

P/S Ratio

KNGZ

1.42

UBT

N/A

P/B Ratio

KNGZ

2.38

UBT

N/A

KNGZ vs UBT - Historical Returns

Returns include dividend reinvestment.

Period	KNGZ	UBT
1 month	+5.89%	+1.89%
3 months	+15.49%	-2.25%
6 months	+14.68%	-2.03%
1 year	+28.22%	+0.13%
5 years(CAGR)	+9.33%	-18.42%
10 years(CAGR)	+11.46%	-8.54%
Max(CAGR)	+11.46%	+0.64%

Winner

KNGZ

+5.89%

UBT

+1.89%

Winner

KNGZ

+15.49%

UBT

-2.25%

Winner

KNGZ

+14.68%

UBT

-2.03%

Winner

KNGZ

+28.22%

UBT

+0.13%

5Y(CAGR)

Winner

KNGZ

+9.33%

UBT

-18.42%

10Y(CAGR)

Winner

KNGZ

+11.46%

UBT

-8.54%

Max(CAGR)

Winner

KNGZ

+11.46%

UBT

+0.64%

KNGZ vs UBT - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	KNGZ	UBT
2026	+15.69%	-1.86%
2025	+14.39%	+1.44%
2024	+10.63%	-20.52%
2023	+9.48%	-6.93%
2022	-7.56%	-53.46%
2021	+30.02%	-11.80%
2020	+5.51%	+28.52%
2019	+27.24%	+23.49%
2018	-7.47%	-4.46%
2017	+9.90%	+14.90%
2016	N/A	-1.93%
2015	N/A	-9.46%
2014	N/A	+59.04%
2013	N/A	-24.72%
2012	N/A	+5.92%
2011	N/A	+75.00%
2010	N/A	+10.12%

KNGZ vs UBT Drawdown Comparison

The maximum drawdown for KNGZ was -37.44%, occurring on Mar 23, 2020. Recovery took 215 trading sessions.

The maximum drawdown for UBT was -78.91%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The current KNGZ drawdown is -1.42%. The current UBT drawdown is -76.49%.

Rank	KNGZ	UBT
#1	-37.44% Jan 17, 2020 - Nov 23, 2020	-78.91% Mar 9, 2020 - Oct 19, 2023
#2	-19.72% Jan 11, 2022 - Dec 26, 2023	-38.31% Jul 25, 2012 - Dec 12, 2014
#3	-19.69% Nov 25, 2024 - Jul 3, 2025	-36.37% Jul 8, 2016 - Aug 6, 2019
#4	-16.97% Sep 20, 2018 - Apr 24, 2019	-32.20% Aug 26, 2010 - Aug 8, 2011
#5	-10.57% Jan 26, 2018 - Aug 21, 2018	-30.26% Jan 30, 2015 - Jun 27, 2016
#6	-9.41% Feb 11, 2026 - Apr 30, 2026	-20.74% Oct 3, 2011 - Dec 19, 2011
#7	-8.85% May 3, 2019 - Jul 24, 2019	-20.35% Dec 19, 2011 - May 17, 2012
#8	-7.97% Jul 24, 2019 - Sep 17, 2019	-16.53% Aug 28, 2019 - Feb 21, 2020
#9	-6.73% Oct 27, 2025 - Dec 3, 2025	-9.70% Sep 22, 2011 - Oct 3, 2011
#10	-6.10% Jul 16, 2024 - Aug 23, 2024	-9.59% Aug 10, 2011 - Aug 18, 2011
#11	-5.73% Jun 4, 2021 - Aug 13, 2021	-8.97% Jun 1, 2012 - Jul 23, 2012
#12	-5.45% Aug 13, 2021 - Nov 5, 2021	-8.75% Aug 19, 2011 - Sep 2, 2011
#13	-5.45% Mar 28, 2024 - May 15, 2024	-8.71% Feb 8, 2010 - Apr 30, 2010
#14	-4.49% Sep 17, 2019 - Oct 21, 2019	-8.25% May 6, 2010 - May 20, 2010
#15	-3.98% Jul 3, 2025 - Aug 13, 2025	-6.40% Jul 1, 2010 - Jul 21, 2010

Correlation

Correlation between KNGZ and UBT 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 (2010 - 2026)

KNGZ vs UBT dividend yield comparison.

Year	KNGZ	UBT
2026	0.38%	0.46%
2025	2.70%	4.26%
2024	2.55%	4.50%
2023	3.10%	3.54%
2022	2.52%	0.30%
2021	1.95%	0.00%
2020	2.44%	0.26%
2019	2.85%	1.50%
2018	4.09%	1.55%
2017	1.10%	1.37%
2016	0.00%	0.75%
2015	0.00%	1.56%
2014	0.00%	0.79%
2013	0.00%	0.18%
2012	0.00%	0.07%
2011	0.00%	0.51%
2010	0.00%	0.69%