MDIV vs UVIX
Comparison between MULTI-ASSET DIVERSIFIED INCOME INDEX FUND (MDIV, ETF) and 2x Long VIX Futures ETF (UVIX, ETF).
MDIV vs UVIX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MDIV vs UVIX - Holdings Comparison
MDIV and UVIX have 0 common holdings. Overlap is 0.00%
MDIV's top 25 holdings weight is 49.11%. UVIX's top 25 holdings weight is 16.17%.
| Rank | MDIV | UVIX |
|---|---|---|
| #1 | FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS) - 20.06% | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 16.17% |
| #2 | MORGAN STANLEY DR (MS-PRE) - 2.02% | N/A |
| #3 | TXO PARTNERS LP (TXO) - 1.74% | N/A |
| #4 | MACH NATURAL RESOURCES LP (MNR) - 1.66% | N/A |
| #5 | ARMOUR RESIDENTIAL REIT INC (ARR) - 1.55% | N/A |
| #6 | n/a (IEP) - 1.51% | N/A |
| #7 | CHIMERA INVESTMENT CORP (CIM) - 1.37% | N/A |
| #8 | AGNC INVESTMENT CORP (AGNC) - 1.32% | N/A |
| #9 | KIMBELL ROYALTY PARTNERS LP (KRP) - 1.30% | N/A |
| #10 | ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.28% | N/A |
| #11 | DORCHESTER MINERALS LP (DMLP) - 1.21% | N/A |
| #12 | APPLE HOSPITALITY REIT INC (APLE) - 1.15% | N/A |
| #13 | n/a (CIM-PRB) - 1.11% | N/A |
| #14 | n/a (ARI) - 1.10% | N/A |
| #15 | ALLIANCE RESOURCE PARTNERS LP (ARLP) - 1.08% | N/A |
| #16 | CROSSAMERICA PARTNERS LP (CAPL) - 1.04% | N/A |
| #17 | AMERICAN ASSETS TRUST INC (AAT) - 1.03% | N/A |
| #18 | RITHM CAPITAL CORP SERIES B (RITM-PRB) - 1.02% | N/A |
| #19 | RITHM CAPITAL CORP (RITM) - 0.97% | N/A |
| #20 | n/a (AGNCN) - 0.96% | N/A |
| #21 | n/a (AGNCO) - 0.95% | N/A |
| #22 | WESTERN MIDSTREAM PARTNERS LP (WES) - 0.93% | N/A |
| #23 | DELEK LOGISTICS PARTNERS LP (DKL) - 0.92% | N/A |
| #24 | ANNALY CAPITAL MANAGEMENT INC PFD (NLY-PRI) - 0.92% | N/A |
| #25 | PLAINS ALL AMERICAN PIPELINE LP (PAA) - 0.91% | N/A |
| Total Holdings | 124 | 1 |
MDIV vs UVIX - Historical Returns
Returns include dividend reinvestment.
MDIV vs UVIX - Annual Returns (2012 - 2026)
Returns include dividend reinvestment.
| Year | MDIV | UVIX |
|---|---|---|
| 2026 | +7.11% | -40.04% |
| 2025 | +3.39% | -83.82% |
| 2024 | +9.49% | -75.16% |
| 2023 | +11.51% | -95.22% |
| 2022 | -4.81% | -62.08% |
| 2021 | +17.67% | N/A |
| 2020 | -14.93% | N/A |
| 2019 | +17.66% | N/A |
| 2018 | -6.11% | N/A |
| 2017 | +4.95% | N/A |
| 2016 | +11.26% | N/A |
| 2015 | -8.76% | N/A |
| 2014 | +8.75% | N/A |
| 2013 | +8.41% | N/A |
| 2012 | +0.64% | N/A |
MDIV vs UVIX Drawdown Comparison
The maximum drawdown for MDIV was -48.50%, occurring on Mar 18, 2020. Recovery took 501 trading sessions.
The maximum drawdown for UVIX was -99.98%, occurring on Jun 16, 2026. This drawdown has not yet recovered.
The current MDIV drawdown is -1.73%. The current UVIX drawdown is -99.97%.
| Rank | MDIV | UVIX |
|---|---|---|
| #1 | -48.50% Jan 16, 2020 - Jan 11, 2022 | -99.98% May 9, 2022 - Jun 16, 2026 |
| #2 | -19.82% Aug 29, 2014 - Aug 29, 2016 | -30.45% Apr 29, 2022 - May 9, 2022 |
| #3 | -13.01% Feb 2, 2023 - Dec 13, 2023 | -23.04% Apr 11, 2022 - Apr 22, 2022 |
| #4 | -12.62% Apr 20, 2022 - Feb 2, 2023 | -15.54% Mar 31, 2022 - Apr 6, 2022 |
| #5 | -12.37% Aug 21, 2018 - Feb 19, 2019 | -9.01% Apr 27, 2022 - Apr 29, 2022 |
| #6 | -9.61% Nov 29, 2024 - Aug 22, 2025 | -5.16% Apr 6, 2022 - Apr 11, 2022 |
| #7 | -8.93% Sep 7, 2016 - Jan 24, 2017 | -4.82% Apr 22, 2022 - Apr 26, 2022 |
| #8 | -8.17% May 17, 2013 - Mar 18, 2014 | N/A |
| #9 | -8.01% Jan 23, 2018 - Aug 7, 2018 | N/A |
| #10 | -6.37% Oct 18, 2012 - Jan 2, 2013 | N/A |
| #11 | -4.37% Jan 14, 2022 - Mar 29, 2022 | N/A |
| #12 | -4.13% Jul 30, 2019 - Sep 16, 2019 | N/A |
| #13 | -3.48% Apr 1, 2024 - May 3, 2024 | N/A |
| #14 | -3.39% Aug 29, 2025 - Jan 8, 2026 | N/A |
| #15 | -3.32% Jul 1, 2014 - Aug 20, 2014 | N/A |
Correlation
Correlation between MDIV and UVIX is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
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