PDBC vs UPRO
Comparison between INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF (PDBC, ETF) and PROSHARES ULTRAPRO S&P500 (UPRO, ETF).
5-Year PerformanceUPRO has outperformed PDBC, delivering a return of +20.9% compared to +11.1%
PDBC vs UPRO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
PDBC
$5.30B
UPRO
$5.30B
Expense Ratio
PDBC
0.59%
UPRO
N/A
Max Drawdown
Winner
PDBC
55.56%
UPRO
76.82%
Sharpe Ratio
Winner
PDBC
1.44
UPRO
1.28
5Y Beta
Winner
PDBC
0.16
UPRO
2.90
5Y Dividends CAGR
PDBC
35.96%
Winner
UPRO
116.13%
PDBC vs UPRO - Holdings Comparison
PDBC and UPRO have 0 common holdings. Overlap is 0.00%
PDBC's top 25 holdings weight is 83.99%. UPRO's top 25 holdings weight is 63.55%.
| Rank | PDBC | UPRO |
|---|---|---|
| #1 | INVESCO PREMIER US GOVERNMENT MONEY INST (IUGXX) - 83.99% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 25.13% |
| #2 | N/A | S&P 500 INDEX SWAP (n/a) - 17.78% |
| #3 | N/A | NVIDIA CORP (NVDA) - 3.61% |
| #4 | N/A | APPLE INC (AAPL) - 3.36% |
| #5 | N/A | MICROSOFT CORP (MSFT) - 2.08% |
| #6 | N/A | AMAZON.COM INC (AMZN) - 1.74% |
| #7 | N/A | ALPHABET INC CLASS A (GOOGL) - 1.55% |
| #8 | N/A | CTE PROSHARES TRUST M (n/a) - 1.43% |
| #9 | N/A | BROADCOM INC (AVGO) - 1.34% |
| #10 | N/A | ALPHABET INC CLASS C (GOOG) - 1.24% |
| #11 | N/A | META PLATFORMS INC CLASS A (META) - 0.97% |
| #12 | N/A | TESLA INC (TSLA) - 0.81% |
| #13 | N/A | MICRON TECHNOLOGY INC (MU) - 0.78% |
| #14 | N/A | CITIGROUP INC (C) - 0.17% |
| #15 | N/A | MARVELL TECHNOLOGY INC (MRVL) - 0.15% |
| #16 | N/A | AMGEN INC (AMGN) - 0.15% |
| #17 | N/A | AMPHENOL CORP CLASS A (APH) - 0.14% |
| #18 | N/A | THERMO FISHER SCIENTIFIC INC (TMO) - 0.14% |
| #19 | N/A | ANALOG DEVICES INC (ADI) - 0.14% |
| #20 | N/A | MCDONALD'S CORP (MCD) - 0.14% |
| #21 | N/A | ARISTA NETWORKS INC (ANET) - 0.14% |
| #22 | N/A | WESTERN DIGITAL CORP (WDC) - 0.14% |
| #23 | N/A | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.14% |
| #24 | N/A | PEPSICO INC (PEP) - 0.14% |
| #25 | N/A | QUALCOMM INC (QCOM) - 0.14% |
| Total Holdings | 1 | 445 |
PDBC vs UPRO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PDBC
+1.74%
UPRO
-0.15%
3M
PDBC
-2.25%
Winner
UPRO
+18.99%
6M
Winner
PDBC
+23.53%
UPRO
+20.08%
1Y
PDBC
+32.21%
Winner
UPRO
+54.64%
5Y(CAGR)
PDBC
+11.06%
Winner
UPRO
+20.85%
10Y(CAGR)
PDBC
+8.17%
Winner
UPRO
+28.70%
Max(CAGR)
PDBC
+3.56%
Winner
UPRO
+32.85%
PDBC vs UPRO - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | PDBC | UPRO |
|---|---|---|
| 2026 | +27.71% | +24.00% |
| 2025 | +4.78% | +33.00% |
| 2024 | +2.93% | +66.56% |
| 2023 | -3.86% | +70.82% |
| 2022 | +18.74% | -57.58% |
| 2021 | +42.33% | +107.13% |
| 2020 | -8.29% | +7.18% |
| 2019 | +11.07% | +101.91% |
| 2018 | -13.27% | -26.65% |
| 2017 | +5.64% | +67.74% |
| 2016 | +19.28% | +36.68% |
| 2015 | -26.23% | -4.99% |
| 2014 | -15.49% | +42.06% |
| 2013 | N/A | +103.37% |
| 2012 | N/A | +40.02% |
| 2011 | N/A | -14.37% |
| 2010 | N/A | +29.81% |
| 2009 | N/A | +73.78% |
PDBC vs UPRO Drawdown Comparison
The maximum drawdown for PDBC was -49.54%, occurring on Apr 28, 2020. Recovery took 1745 trading sessions.
The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The current PDBC drawdown is -10.31%. The current UPRO drawdown is -4.60%.
| Rank | PDBC | UPRO |
|---|---|---|
| #1 | -49.54% Nov 7, 2014 - Oct 14, 2021 | -76.82% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -27.64% Jun 9, 2022 - Mar 6, 2026 | -63.94% Jan 3, 2022 - Jun 17, 2024 |
| #3 | -16.55% May 12, 2026 - Jun 24, 2026 | -51.73% Apr 29, 2011 - Apr 2, 2012 |
| #4 | -13.22% Mar 8, 2022 - Apr 18, 2022 | -50.28% Sep 20, 2018 - Jul 12, 2019 |
| #5 | -11.62% Oct 20, 2021 - Jan 18, 2022 | -48.86% Feb 19, 2025 - Jul 25, 2025 |
| #6 | -5.40% Apr 18, 2022 - May 26, 2022 | -42.88% Apr 23, 2010 - Dec 10, 2010 |
| #7 | -4.98% Mar 18, 2026 - Mar 30, 2026 | -39.29% May 21, 2015 - Jul 18, 2016 |
| #8 | -4.05% Apr 6, 2026 - Apr 22, 2026 | -29.34% Jan 26, 2018 - Aug 29, 2018 |
| #9 | -3.48% May 4, 2026 - May 12, 2026 | -27.26% Apr 2, 2012 - Sep 6, 2012 |
| #10 | -2.29% Mar 30, 2026 - Apr 2, 2026 | -26.79% Jan 12, 2026 - Apr 17, 2026 |
| #11 | -1.80% Mar 12, 2026 - Mar 18, 2026 | -24.41% Jul 16, 2024 - Sep 24, 2024 |
| #12 | -1.73% Feb 24, 2022 - Feb 28, 2022 | -22.72% Jan 19, 2010 - Mar 16, 2010 |
| #13 | -1.59% Feb 14, 2022 - Feb 22, 2022 | -21.27% Sep 14, 2012 - Jan 4, 2013 |
| #14 | -1.16% Mar 6, 2026 - Mar 10, 2026 | -21.05% Sep 18, 2014 - Nov 3, 2014 |
| #15 | -0.86% Apr 30, 2026 - May 4, 2026 | -18.18% Feb 18, 2011 - Apr 26, 2011 |
Correlation
Correlation between PDBC and UPRO is 0.80 which considered as a strong positive correlation - the stocks tend to move together.
0.80
-101
Dividend Comparison (2009 - 2026)
PDBC vs UPRO dividend yield comparison.
| Year | PDBC | UPRO |
|---|---|---|
| 2026 | 0.00% | 0.36% |
| 2025 | 3.84% | 0.84% |
| 2024 | 4.42% | 0.93% |
| 2023 | 4.21% | 0.74% |
| 2022 | 13.05% | 0.52% |
| 2021 | 50.83% | 0.06% |
| 2020 | 0.01% | 0.11% |
| 2019 | 1.40% | 0.41% |
| 2018 | 1.00% | 0.63% |
| 2017 | 3.83% | 0.00% |
| 2016 | 6.51% | 0.12% |
| 2015 | 0.00% | 0.34% |
| 2014 | 0.00% | 0.22% |
| 2013 | 0.00% | 0.07% |
| 2012 | 0.00% | 0.05% |
| 2011 | 0.00% | 0.06% |
| 2010 | 0.00% | 0.18% |
| 2009 | 0.00% | 0.11% |
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