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SHRY vs SEF

Comparison between FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF) and ProShares Short Financials -1x Shares (SEF, ETF).

5-Year PerformanceSHRY has outperformed SEF, delivering a return of +8.0% compared to -6.8%

SHRY vs SEF - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SHRY
$15M
Winner
SEF
$15M
Expense Ratio
Winner
SHRY
0.60%
SEF
0.95%
Max Drawdown
Winner
SHRY
36.67%
SEF
97.01%
Sharpe Ratio
Winner
SHRY
0.29
SEF
-0.27
5Y Beta
SHRY
0.60
Winner
SEF
-0.79
P/E Ratio
SHRY
14.25
SEF
N/A
Forward P/E
SHRY
11.81
SEF
N/A
PEG Ratio
SHRY
0.42
SEF
N/A
5Y Dividends CAGR
SHRY
11.17%
Winner
SEF
78.96%
5Y EPS CAGR
SHRY
13.72%
SEF
N/A
Debt to Equity
SHRY
75.23%
SEF
N/A
P/S Ratio
SHRY
1.25
SEF
N/A
P/B Ratio
SHRY
3.12
SEF
N/A

SHRY vs SEF - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SHRY
+0.23%
SEF
-5.57%
3M
Winner
SHRY
-0.18%
SEF
-8.66%
6M
Winner
SHRY
+3.49%
SEF
+1.77%
1Y
Winner
SHRY
+5.46%
SEF
-4.05%
5Y(CAGR)
Winner
SHRY
+8.00%
SEF
-6.78%
10Y(CAGR)
Winner
SHRY
+10.77%
SEF
-12.34%
Max(CAGR)
Winner
SHRY
+10.77%
SEF
-13.95%

SHRY vs SEF - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearSHRYSEF
2026+3.31%+2.20%
2025+7.21%-10.00%
2024+17.84%-17.62%
2023+17.52%-8.57%
2022-14.18%+12.68%
2021+31.62%-28.22%
2020+11.50%-16.54%
2019+30.14%-23.03%
2018-9.35%+9.78%
2017+10.12%-16.34%
2016N/A-19.07%
2015N/A-3.66%
2014N/A-15.39%
2013N/A-25.43%
2012N/A-22.35%
2011N/A+4.01%
2010N/A-16.03%
2009N/A-40.93%
2008N/A+11.08%

SHRY vs SEF Drawdown Comparison

The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.

The maximum drawdown for SEF was -96.51%, occurring on Jan 6, 2026. This drawdown has not yet recovered.

The current SHRY drawdown is -4.07%. The current SEF drawdown is -96.33%.

RankSHRYSEF
#1-36.67%
Feb 12, 2020 - Nov 11, 2020
-96.51%
Mar 6, 2009 - Jan 6, 2026
#2-23.94%
Jan 4, 2022 - Dec 26, 2023
-35.06%
Nov 20, 2008 - Mar 5, 2009
#3-19.56%
Sep 21, 2018 - Apr 24, 2019
-32.07%
Jul 15, 2008 - Oct 9, 2008
#4-15.34%
Nov 29, 2024 - Jun 30, 2025
-20.24%
Oct 27, 2008 - Nov 12, 2008
#5-10.31%
Jan 26, 2018 - Aug 28, 2018
-18.92%
Oct 9, 2008 - Oct 27, 2008
#6-7.52%
Apr 24, 2019 - Jul 1, 2019
-9.14%
Jul 7, 2008 - Jul 14, 2008
#7-7.20%
Oct 6, 2025 - Jan 14, 2026
-7.21%
Nov 12, 2008 - Nov 17, 2008
#8-6.37%
Jul 26, 2019 - Sep 12, 2019
-1.87%
Jun 12, 2008 - Jun 20, 2008
#9-5.49%
Mar 28, 2024 - May 15, 2024
-1.76%
Jun 23, 2008 - Jun 26, 2008
#10-5.13%
Mar 2, 2026 - Mar 18, 2026
-0.84%
Jun 30, 2008 - Jul 2, 2008
#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 SEF is -0.95 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-0.95
-101

Dividend Comparison (2008 - 2026)

SHRY vs SEF dividend yield comparison.

YearSHRYSEF
20260.27%0.35%
20251.73%4.33%
20241.76%5.73%
20231.49%4.43%
20221.52%0.39%
20210.98%0.00%
20201.65%0.12%
20191.54%1.25%
20181.89%0.41%
20170.55%0.00%
20080.00%4.70%

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