LIVR vs UPW
Comparison between Intelligent Livermore ETF (LIVR, ETF) and PROSHARES ULTRA UTILITIES (UPW, ETF).
LIVR vs UPW - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LIVR
$18M
UPW
$18M
Expense Ratio
LIVR
0.69%
UPW
N/A
Max Drawdown
Winner
LIVR
25.73%
UPW
79.48%
Sharpe Ratio
Winner
LIVR
0.50
UPW
0.49
5Y Beta
LIVR
0.92
Winner
UPW
0.62
P/E Ratio
LIVR
22.99
Winner
UPW
20.60
Forward P/E
Winner
LIVR
17.52
UPW
18.81
PEG Ratio
Winner
LIVR
0.29
UPW
0.83
5Y Dividends CAGR
LIVR
N/A
UPW
25.55%
5Y EPS CAGR
Winner
LIVR
32.21%
UPW
13.01%
Debt to Equity
Winner
LIVR
67.70%
UPW
126.20%
P/S Ratio
LIVR
3.70
Winner
UPW
2.94
P/B Ratio
LIVR
3.74
Winner
UPW
2.32
LIVR vs UPW - Holdings Comparison
LIVR and UPW have 2 common holdings. Overlap is 1.24%
LIVR's top 25 holdings weight is 61.69%. UPW's top 25 holdings weight is 78.76%.
| Rank | LIVR | UPW |
|---|---|---|
| #1 | NVIDIA CORP (NVDA) - 4.62% | CASH (n/a) - 13.91% |
| #2 | MARVELL TECHNOLOGY INC (MRVL) - 4.57% | NEXTERA ENERGY INC (NEE) - 9.15% |
| #3 | SPDR® GOLD SHARES (GLD) - 4.33% | SOUTHERN CO (SO) - 5.44% |
| #4 | FANUC CORP ADR (FANUY) - 3.69% | DUKE ENERGY CORP (DUK) - 4.98% |
| #5 | FUJIKURA LTD ADR (FJIKY) - 3.17% | CONSTELLATION ENERGY CORP (CEG) - 3.84% |
| #6 | NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.89% | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.73% |
| #7 | CREDICORP LTD (BAP) - 2.83% | DOMINION ENERGY INC (D) - 3.03% |
| #8 | ARISTA NETWORKS INC (ANET) - 2.52% | SEMPRA (SRE) - 3.03% |
| #9 | WESTERN DIGITAL CORP (WDC) - 2.30% | ENTERGY CORP (ETR) - 2.62% |
| #10 | ALPHABET INC CLASS A (GOOGL) - 2.28% | XCEL ENERGY INC (XEL) - 2.53% |
| #11 | DATADOG INC CLASS A (DDOG) - 2.23% | VISTRA CORP (VST) - 2.47% |
| #12 | SOUTHERN COPPER CORP (SCCO) - 2.18% | EXELON CORP (EXC) - 2.40% |
| #13 | ENEOS HOLDINGS INC ADR (JXHLY) - 2.14% | CONSOLIDATED EDISON INC (ED) - 2.08% |
| #14 | META PLATFORMS INC CLASS A (META) - 1.99% | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.03% |
| #15 | AEON CO LTD ADR (AONNY) - 1.97% | UTILITIES SELECT SECTOR INDEX SWAP (n/a) - 1.97% |
| #16 | MICROSOFT CORP (MSFT) - 1.96% | WEC ENERGY GROUP INC (WEC) - 1.92% |
| #17 | QUALCOMM INC (QCOM) - 1.90% | PG&E CORP (PCG) - 1.85% |
| #18 | BANDAI NAMCO HOLDINGS INC ADR (NCBDY) - 1.88% | DTE ENERGY CO (DTE) - 1.59% |
| #19 | WORKDAY INC CLASS A (WDAY) - 1.86% | AMEREN CORP (AEE) - 1.58% |
| #20 | MICRON TECHNOLOGY INC (MU) - 1.82% | NRG ENERGY INC (NRG) - 1.51% |
| #21 | APPLIED MATERIALS INC (AMAT) - 1.81% | ATMOS ENERGY CORP (ATO) - 1.47% |
| #22 | IHI CORP ADR (IHICY) - 1.80% | CENTERPOINT ENERGY INC (CNP) - 1.45% |
| #23 | DENSO CORP ADR (DNZOY) - 1.79% | EDISON INTERNATIONAL (EIX) - 1.44% |
| #24 | SONY GROUP CORP ADR (SONY) - 1.58% | EVERSOURCE ENERGY (ES) - 1.38% |
| #25 | NOMURA RESEARCH INSTITUTE LTD ADR (NRILY) - 1.58% | PPL CORP (PPL) - 1.36% |
| Total Holdings | 67 | 33 |
LIVR vs UPW - Historical Returns
Returns include dividend reinvestment.
1M
Winner
LIVR
+4.42%
UPW
+3.87%
3M
Winner
LIVR
+9.94%
UPW
-0.61%
6M
Winner
LIVR
+20.71%
UPW
+15.98%
1Y
LIVR
+11.61%
Winner
UPW
+16.53%
5Y(CAGR)
LIVR
N/A
UPW
+11.64%
10Y(CAGR)
LIVR
N/A
UPW
+9.86%
Max(CAGR)
Winner
LIVR
+17.30%
UPW
+10.01%
LIVR vs UPW - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | LIVR | UPW |
|---|---|---|
| 2026 | N/A | +12.18% |
| 2025 | +20.91% | +21.51% |
| 2024 | -3.42% | +33.90% |
| 2023 | N/A | -22.32% |
| 2022 | N/A | -2.69% |
| 2021 | N/A | +39.41% |
| 2020 | N/A | -14.91% |
| 2019 | N/A | +53.17% |
| 2018 | N/A | +4.02% |
| 2017 | N/A | +23.11% |
| 2016 | N/A | +32.68% |
| 2015 | N/A | -13.24% |
| 2014 | N/A | +60.35% |
| 2013 | N/A | +25.28% |
| 2012 | N/A | +2.09% |
| 2011 | N/A | +33.79% |
| 2010 | N/A | +10.71% |
| 2009 | N/A | +14.29% |
| 2008 | N/A | -58.09% |
| 2007 | N/A | +26.28% |
LIVR vs UPW Drawdown Comparison
The maximum drawdown for LIVR was -25.59%, occurring on Apr 8, 2025. Recovery took 185 trading sessions.
The maximum drawdown for UPW was -77.75%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.
The current LIVR drawdown is -1.41%. The current UPW drawdown is -7.18%.
| Rank | LIVR | UPW |
|---|---|---|
| #1 | -25.59% Oct 4, 2024 - Jul 3, 2025 | -77.75% Dec 10, 2007 - Feb 18, 2014 |
| #2 | -2.39% Jul 3, 2025 - Jul 23, 2025 | -62.67% Feb 18, 2020 - Apr 1, 2022 |
| #3 | -1.89% Aug 18, 2025 - Aug 28, 2025 | -49.41% Sep 12, 2022 - Sep 30, 2024 |
| #4 | -1.88% Jul 30, 2025 - Aug 6, 2025 | -31.05% Jan 29, 2015 - Mar 16, 2016 |
| #5 | -1.61% Aug 28, 2025 - Sep 8, 2025 | -29.26% Apr 8, 2022 - Aug 15, 2022 |
| #6 | -1.50% Sep 22, 2025 - Sep 25, 2025 | -26.93% Nov 14, 2017 - Dec 3, 2018 |
| #7 | -0.70% Sep 19, 2024 - Sep 24, 2024 | -25.06% May 21, 2007 - Dec 5, 2007 |
| #8 | -0.64% Sep 27, 2024 - Oct 1, 2024 | -24.64% Jul 6, 2016 - May 23, 2017 |
| #9 | -0.54% Sep 24, 2024 - Sep 26, 2024 | -22.91% Nov 27, 2024 - Jul 21, 2025 |
| #10 | -0.48% Aug 8, 2025 - Aug 12, 2025 | -19.15% Feb 27, 2026 - Jun 1, 2026 |
| #11 | -0.38% Sep 11, 2025 - Sep 15, 2025 | -18.94% Oct 15, 2025 - Feb 24, 2026 |
| #12 | -0.24% Sep 8, 2025 - Sep 10, 2025 | -18.13% Jun 30, 2014 - Oct 24, 2014 |
| #13 | -0.19% Jul 24, 2025 - Jul 28, 2025 | -17.57% Dec 13, 2018 - Feb 22, 2019 |
| #14 | -0.18% Aug 13, 2025 - Aug 15, 2025 | -12.37% Oct 16, 2024 - Nov 26, 2024 |
| #15 | -0.10% Jul 28, 2025 - Jul 30, 2025 | -11.25% Sep 26, 2019 - Jan 15, 2020 |
Correlation
Correlation between LIVR and UPW is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
0.86
-101
Dividend Comparison (2007 - 2026)
LIVR vs UPW dividend yield comparison.
| Year | LIVR | UPW |
|---|---|---|
| 2026 | 0.00% | 0.67% |
| 2025 | 0.00% | 1.67% |
| 2024 | 0.19% | 1.83% |
| 2023 | 0.00% | 2.40% |
| 2022 | 0.00% | 1.55% |
| 2021 | 0.00% | 1.30% |
| 2020 | 0.00% | 0.83% |
| 2019 | 0.00% | 0.83% |
| 2018 | 0.00% | 1.98% |
| 2017 | 0.00% | 1.51% |
| 2016 | 0.00% | 1.70% |
| 2015 | 0.00% | 2.16% |
| 2014 | 0.00% | 1.70% |
| 2013 | 0.00% | 2.24% |
| 2012 | 0.00% | 1.90% |
| 2011 | 0.00% | 1.79% |
| 2010 | 0.00% | 2.63% |
| 2009 | 0.00% | 2.42% |
| 2008 | 0.00% | 3.71% |
| 2007 | 0.00% | 7.03% |
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