SPYU vs UMI

Comparison between MAX S&P 500 4X Leveraged ETN (SPYU, ETF) and USCF MIDSTREAM ENERGY INCOME FUND (UMI, ETF).

SPYU vs UMI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SPYU(ETF)	UMI(ETF)
Net Assets	$482M	$484M
Expense Ratio	N/A	0.69%
Max Drawdown	62.27%	48.38%
Sharpe Ratio	1.27	1.46
5Y Beta	3.84	0.48
P/E Ratio	N/A	21.86
Forward P/E	N/A	16.85
PEG Ratio	N/A	1.03
5Y Dividends CAGR	N/A	52.37%
5Y EPS CAGR	N/A	16.48%
P/S Ratio	N/A	0.99
P/B Ratio	N/A	3.38

Net Assets

SPYU

$482M

Winner

UMI

$484M

Expense Ratio

SPYU

N/A

UMI

0.69%

Max Drawdown

SPYU

62.27%

Winner

UMI

48.38%

Sharpe Ratio

SPYU

1.27

Winner

UMI

1.46

5Y Beta

SPYU

3.84

Winner

UMI

0.48

P/E Ratio

SPYU

N/A

UMI

21.86

Forward P/E

SPYU

N/A

UMI

16.85

PEG Ratio

SPYU

N/A

UMI

1.03

5Y Dividends CAGR

SPYU

N/A

UMI

52.37%

5Y EPS CAGR

SPYU

N/A

UMI

16.48%

P/S Ratio

SPYU

N/A

UMI

0.99

P/B Ratio

SPYU

N/A

UMI

3.38

SPYU vs UMI - Historical Returns

Returns include dividend reinvestment.

Period	SPYU	UMI
1 month	+4.34%	-0.02%
3 months	+24.95%	+2.97%
6 months	+13.64%	+20.74%
1 year	+73.91%	+25.35%
5 years(CAGR)	N/A	+20.36%
10 years(CAGR)	N/A	+14.46%
Max(CAGR)	+46.25%	+14.46%

Winner

SPYU

+4.34%

UMI

-0.02%

Winner

SPYU

+24.95%

UMI

+2.97%

SPYU

+13.64%

Winner

UMI

+20.74%

Winner

SPYU

+73.91%

UMI

+25.35%

5Y(CAGR)

SPYU

N/A

UMI

+20.36%

10Y(CAGR)

SPYU

N/A

UMI

+14.46%

Max(CAGR)

Winner

SPYU

+46.25%

UMI

+14.46%

SPYU vs UMI - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	SPYU	UMI
2026	+16.73%	+21.24%
2025	+18.62%	+3.31%
2024	+65.53%	+42.49%
2023	+16.31%	+17.14%
2022	N/A	+18.48%
2021	N/A	+23.24%
2020	N/A	-8.24%
2019	N/A	+20.99%
2018	N/A	-10.64%
2017	N/A	+2.76%

SPYU vs UMI Drawdown Comparison

The maximum drawdown for SPYU was -62.27%, occurring on Apr 8, 2025. Recovery took 206 trading sessions.

The maximum drawdown for UMI was -48.08%, occurring on Mar 23, 2020. Recovery took 279 trading sessions.

The current SPYU drawdown is -11.80%. The current UMI drawdown is -4.38%.

Rank	SPYU	UMI
#1	-62.27% Dec 4, 2024 - Oct 2, 2025	-48.08% Jan 21, 2020 - Mar 1, 2021
#2	-37.25% Oct 29, 2025 - Apr 30, 2026	-20.05% Jun 7, 2022 - Aug 11, 2023
#3	-31.99% Jul 16, 2024 - Oct 14, 2024	-18.75% Aug 27, 2018 - Nov 6, 2019
#4	-21.75% Mar 27, 2024 - May 21, 2024	-17.08% Jan 21, 2025 - Jan 27, 2026
#5	-11.96% Oct 14, 2024 - Nov 6, 2024	-13.87% Jun 16, 2021 - Oct 12, 2021
#6	-11.80% Jun 2, 2026 - Jun 5, 2026	-13.83% Oct 20, 2021 - Feb 1, 2022
#7	-11.60% Oct 8, 2025 - Oct 24, 2025	-13.75% Mar 15, 2021 - May 5, 2021
#8	-8.92% Nov 11, 2024 - Nov 29, 2024	-10.27% Nov 29, 2024 - Jan 16, 2025
#9	-8.11% Dec 28, 2023 - Jan 19, 2024	-9.24% Apr 20, 2022 - Jun 1, 2022
#10	-7.88% May 14, 2026 - May 26, 2026	-8.77% Jan 23, 2018 - Jul 9, 2018
#11	-7.20% May 21, 2024 - Jun 5, 2024	-8.16% May 5, 2021 - Jun 4, 2021
#12	-7.07% Jan 29, 2024 - Feb 2, 2024	-6.66% May 19, 2026 - May 29, 2026
#13	-6.01% Dec 19, 2023 - Dec 27, 2023	-6.21% Mar 26, 2026 - Apr 30, 2026
#14	-5.78% Feb 9, 2024 - Feb 22, 2024	-6.19% Mar 4, 2022 - Mar 24, 2022
#15	-4.63% Mar 1, 2024 - Mar 7, 2024	-5.87% Feb 11, 2022 - Feb 28, 2022