SHRY vs DUG
Comparison between FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF) and ProShares UltraShort Energy (DUG, ETF).
5-Year PerformanceSHRY has outperformed DUG, delivering a return of +7.9% compared to -37.8%
SHRY vs DUG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SHRY vs DUG - Historical Returns
Returns include dividend reinvestment.
SHRY vs DUG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | SHRY | DUG |
|---|---|---|
| 2026 | +4.04% | -40.28% |
| 2025 | +7.21% | -16.81% |
| 2024 | +17.84% | -4.06% |
| 2023 | +17.52% | -9.37% |
| 2022 | -14.18% | -71.20% |
| 2021 | +31.62% | -68.10% |
| 2020 | +11.50% | -23.45% |
| 2019 | +30.14% | -19.87% |
| 2018 | -9.35% | +40.94% |
| 2017 | +10.12% | +1.45% |
| 2016 | N/A | -48.05% |
| 2015 | N/A | +35.94% |
| 2014 | N/A | +5.44% |
| 2013 | N/A | -38.52% |
| 2012 | N/A | -13.44% |
| 2011 | N/A | -30.52% |
| 2010 | N/A | -37.48% |
| 2009 | N/A | -43.88% |
| 2008 | N/A | -9.57% |
| 2007 | N/A | -46.32% |
SHRY vs DUG Drawdown Comparison
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The maximum drawdown for DUG was -99.92%, occurring on Mar 27, 2026. This drawdown has not yet recovered.
The current SHRY drawdown is -3.39%. The current DUG drawdown is -99.91%.
| Rank | SHRY | DUG |
|---|---|---|
| #1 | -36.67% Feb 12, 2020 - Nov 11, 2020 | -99.92% Oct 10, 2008 - Mar 27, 2026 |
| #2 | -23.94% Jan 4, 2022 - Dec 26, 2023 | -64.70% Mar 5, 2007 - Oct 10, 2008 |
| #3 | -19.56% Sep 21, 2018 - Apr 24, 2019 | -4.78% Feb 12, 2007 - Feb 27, 2007 |
| #4 | -15.34% Nov 29, 2024 - Jun 30, 2025 | -1.66% Feb 7, 2007 - Feb 12, 2007 |
| #5 | -10.31% Jan 26, 2018 - Aug 28, 2018 | -1.61% Feb 27, 2007 - Mar 1, 2007 |
| #6 | -7.52% Apr 24, 2019 - Jul 1, 2019 | -1.32% Feb 2, 2007 - Feb 7, 2007 |
| #7 | -7.20% Oct 6, 2025 - Jan 14, 2026 | N/A |
| #8 | -6.37% Jul 26, 2019 - Sep 12, 2019 | N/A |
| #9 | -5.49% Mar 28, 2024 - May 15, 2024 | N/A |
| #10 | -5.13% Mar 2, 2026 - Mar 18, 2026 | N/A |
| #11 | -4.90% Sep 2, 2021 - Oct 21, 2021 | N/A |
| #12 | -4.77% Sep 12, 2019 - Oct 28, 2019 | N/A |
| #13 | -4.54% Nov 16, 2021 - Dec 23, 2021 | N/A |
| #14 | -4.52% Jan 20, 2021 - Feb 8, 2021 | N/A |
| #15 | -4.50% Jul 3, 2025 - Oct 2, 2025 | N/A |
Correlation
Correlation between SHRY and DUG is -0.83 which considered as a strong negative correlation - the stocks tend to move in opposite directions.
Dividend Comparison (2007 - 2026)
SHRY vs DUG dividend yield comparison.
| Year | SHRY | DUG |
|---|---|---|
| 2026 | 0.27% | 0.46% |
| 2025 | 1.73% | 3.21% |
| 2024 | 1.76% | 5.66% |
| 2023 | 1.49% | 4.16% |
| 2022 | 1.52% | 0.28% |
| 2021 | 0.98% | 0.00% |
| 2020 | 1.65% | 0.10% |
| 2019 | 1.54% | 0.56% |
| 2018 | 1.89% | 0.29% |
| 2017 | 0.55% | 0.00% |
| 2008 | 0.00% | 32.75% |
| 2007 | 0.00% | 2.53% |
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