PEPS vs UTHY
Comparison between PARAMETRIC EQUITY PLUS ETF (PEPS, ETF) and F/M US TREASURY 30 YEAR BOND ETF (UTHY, ETF).
PEPS vs UTHY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
PEPS
$26M
UTHY
$26M
Expense Ratio
Winner
PEPS
0.10%
UTHY
0.15%
Max Drawdown
Winner
PEPS
21.47%
UTHY
24.77%
Sharpe Ratio
Winner
PEPS
1.65
UTHY
-0.06
5Y Beta
PEPS
1.03
Winner
UTHY
0.05
P/E Ratio
PEPS
30.72
UTHY
N/A
Forward P/E
PEPS
22.16
UTHY
N/A
5Y EPS CAGR
PEPS
25.35%
UTHY
N/A
Debt to Equity
PEPS
22.39%
UTHY
N/A
P/S Ratio
PEPS
3.93
UTHY
N/A
P/B Ratio
PEPS
5.80
UTHY
N/A
PEPS vs UTHY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
PEPS
+2.62%
UTHY
+0.05%
3M
Winner
PEPS
+7.56%
UTHY
-2.87%
6M
Winner
PEPS
+7.55%
UTHY
-1.14%
1Y
Winner
PEPS
+28.71%
UTHY
+2.50%
Max(CAGR)
Winner
PEPS
+16.84%
UTHY
-2.57%
PEPS vs UTHY - Annual Returns (2023 - 2026)
Returns include dividend reinvestment.
| Year | PEPS | UTHY |
|---|---|---|
| 2026 | +7.48% | -0.30% |
| 2025 | +20.60% | +3.46% |
| 2024 | -1.46% | -7.48% |
| 2023 | N/A | -2.67% |
PEPS vs UTHY Drawdown Comparison
The maximum drawdown for PEPS was -21.26%, occurring on Apr 8, 2025. Recovery took 93 trading sessions.
The maximum drawdown for UTHY was -21.84%, occurring on Oct 19, 2023. This drawdown has not yet recovered.
The current PEPS drawdown is -3.15%. The current UTHY drawdown is -11.65%.
| Rank | PEPS | UTHY |
|---|---|---|
| #1 | -21.26% Feb 19, 2025 - Jul 3, 2025 | -21.84% Apr 6, 2023 - Oct 19, 2023 |
| #2 | -9.80% Feb 2, 2026 - Apr 22, 2026 | -0.17% Mar 28, 2023 - Mar 30, 2023 |
| #3 | -5.37% Nov 12, 2025 - Dec 10, 2025 | N/A |
| #4 | -4.67% Dec 6, 2024 - Feb 6, 2025 | N/A |
| #5 | -3.41% Oct 8, 2025 - Oct 21, 2025 | N/A |
| #6 | -3.15% Jun 2, 2026 - Jun 5, 2026 | N/A |
| #7 | -3.04% Dec 11, 2025 - Dec 24, 2025 | N/A |
| #8 | -2.91% Jan 12, 2026 - Jan 28, 2026 | N/A |
| #9 | -2.29% Nov 11, 2024 - Nov 25, 2024 | N/A |
| #10 | -2.27% Jul 28, 2025 - Aug 8, 2025 | N/A |
| #11 | -2.05% Nov 3, 2025 - Nov 12, 2025 | N/A |
| #12 | -1.82% May 14, 2026 - May 22, 2026 | N/A |
| #13 | -1.56% Aug 14, 2025 - Aug 22, 2025 | N/A |
| #14 | -1.51% Aug 28, 2025 - Sep 8, 2025 | N/A |
| #15 | -1.37% Sep 22, 2025 - Sep 30, 2025 | N/A |
Correlation
Correlation between PEPS and UTHY is 0.23 which considered as a very weak or no correlation - the stocks move independently of each other.
0.23
-101
Dividend Comparison (2023 - 2026)
PEPS vs UTHY dividend yield comparison.
| Year | PEPS | UTHY |
|---|---|---|
| 2026 | 0.18% | 1.96% |
| 2025 | 1.00% | 4.53% |
| 2024 | 0.17% | 4.58% |
| 2023 | 0.00% | 2.81% |
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