SHRY vs UUPP
Comparison between FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF) and PRINCIPAL CLO ETF (UUPP, ETF).
SHRY vs UUPP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
SHRY vs UUPP - Holdings Comparison
SHRY and UUPP have 0 common holdings. Overlap is 0.00%
SHRY's top 25 holdings weight is 74.59%. UUPP's top 25 holdings weight is 100.00%.
| Rank | SHRY | UUPP |
|---|---|---|
| #1 | METLIFE INC (MET) - 5.58% | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 100.00% |
| #2 | PAYPAL HOLDINGS INC (PYPL) - 5.52% | N/A |
| #3 | FOX CORP CLASS A (FOXA) - 4.65% | N/A |
| #4 | AMERIPRISE FINANCIAL INC (AMP) - 4.01% | N/A |
| #5 | D.R. HORTON INC (DHI) - 3.99% | N/A |
| #6 | COMCAST CORP CLASS A (CMCSA) - 3.89% | N/A |
| #7 | QUALCOMM INC (QCOM) - 3.82% | N/A |
| #8 | FISERV INC (FISV) - 3.77% | N/A |
| #9 | ADOBE INC (ADBE) - 3.06% | N/A |
| #10 | ALTRIA GROUP INC (MO) - 2.77% | N/A |
| #11 | AFLAC INC (AFL) - 2.77% | N/A |
| #12 | AUTOMATIC DATA PROCESSING INC (ADP) - 2.63% | N/A |
| #13 | BOOKING HOLDINGS INC (BKNG) - 2.56% | N/A |
| #14 | CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.53% | N/A |
| #15 | THE KROGER CO (KR) - 2.49% | N/A |
| #16 | VALERO ENERGY CORP (VLO) - 2.48% | N/A |
| #17 | ALLSTATE CORP (ALL) - 2.38% | N/A |
| #18 | SLB LTD (SLB) - 2.32% | N/A |
| #19 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 2.12% | N/A |
| #20 | HCA HEALTHCARE INC (HCA) - 2.01% | N/A |
| #21 | CONOCOPHILLIPS (COP) - 1.98% | N/A |
| #22 | COLGATE-PALMOLIVE CO (CL) - 1.92% | N/A |
| #23 | PHILLIPS 66 (PSX) - 1.89% | N/A |
| #24 | CHENIERE ENERGY INC (LNG) - 1.78% | N/A |
| #25 | UNION PACIFIC CORP (UNP) - 1.67% | N/A |
| Total Holdings | 51 | 1 |
SHRY vs UUPP - Historical Returns
Returns include dividend reinvestment.
SHRY vs UUPP - Annual Returns (2017 - 2026)
Returns include dividend reinvestment.
| Year | SHRY | UUPP |
|---|---|---|
| 2026 | +6.47% | +0.77% |
| 2025 | +7.21% | N/A |
| 2024 | +17.84% | N/A |
| 2023 | +17.52% | N/A |
| 2022 | -14.18% | N/A |
| 2021 | +31.62% | N/A |
| 2020 | +11.50% | N/A |
| 2019 | +30.14% | N/A |
| 2018 | -9.35% | N/A |
| 2017 | +10.12% | N/A |
SHRY vs UUPP Drawdown Comparison
The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.
The maximum drawdown for UUPP was -0.19%, occurring on Jul 20, 2026. Recovery took 9 trading sessions.
The current SHRY drawdown is -1.13%.
| Rank | SHRY | UUPP |
|---|---|---|
| #1 | -36.67% Feb 12, 2020 - Nov 11, 2020 | -0.19% Jul 8, 2026 - Jul 21, 2026 |
| #2 | -23.94% Jan 4, 2022 - Dec 26, 2023 | -0.04% Jun 23, 2026 - Jun 26, 2026 |
| #3 | -19.56% Sep 21, 2018 - Apr 24, 2019 | -0.02% Jun 10, 2026 - Jun 12, 2026 |
| #4 | -15.34% Nov 29, 2024 - Jun 30, 2025 | -0.02% Jun 3, 2026 - Jun 8, 2026 |
| #5 | -10.31% Jan 26, 2018 - Aug 28, 2018 | -0.01% Jun 18, 2026 - Jun 23, 2026 |
| #6 | -7.52% Apr 24, 2019 - Jul 1, 2019 | N/A |
| #7 | -7.20% Oct 6, 2025 - Jan 14, 2026 | N/A |
| #8 | -6.56% Mar 2, 2026 - Jun 22, 2026 | N/A |
| #9 | -6.37% Jul 26, 2019 - Sep 12, 2019 | N/A |
| #10 | -5.49% Mar 28, 2024 - May 15, 2024 | 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 UUPP is 0.30 which considered as a very weak or no correlation - the stocks move independently of each other.
Dividend Comparison (2017 - 2026)
SHRY vs UUPP dividend yield comparison.
| Year | SHRY | UUPP |
|---|---|---|
| 2026 | 0.71% | 0.49% |
| 2025 | 1.73% | 0.00% |
| 2024 | 1.76% | 0.00% |
| 2023 | 1.49% | 0.00% |
| 2022 | 1.52% | 0.00% |
| 2021 | 0.98% | 0.00% |
| 2020 | 1.65% | 0.00% |
| 2019 | 1.54% | 0.00% |
| 2018 | 1.89% | 0.00% |
| 2017 | 0.55% | 0.00% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks