STAX vs UPV
Comparison between MACQUARIE TAX-FREE USA SHORT TERM ETF (STAX, ETF) and PROSHARES ULTRA FTSE EUROPE (UPV, ETF).
STAX vs UPV - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
STAX
$13M
UPV
$13M
Expense Ratio
STAX
0.29%
UPV
N/A
Max Drawdown
Winner
STAX
2.09%
UPV
68.74%
Sharpe Ratio
STAX
-1.03
Winner
UPV
0.71
5Y Beta
Winner
STAX
0.00
UPV
1.42
STAX vs UPV - Historical Returns
Returns include dividend reinvestment.
1M
STAX
-0.44%
Winner
UPV
+0.56%
3M
STAX
-0.07%
Winner
UPV
+3.50%
6M
STAX
+0.31%
Winner
UPV
+0.76%
1Y
STAX
+2.64%
Winner
UPV
+18.99%
5Y(CAGR)
STAX
N/A
UPV
+8.57%
10Y(CAGR)
STAX
N/A
UPV
+11.77%
Max(CAGR)
STAX
+3.42%
Winner
UPV
+9.99%
STAX vs UPV - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | STAX | UPV |
|---|---|---|
| 2026 | +0.82% | +5.78% |
| 2025 | +4.06% | +69.98% |
| 2024 | +2.58% | -2.03% |
| 2023 | +1.45% | +29.02% |
| 2022 | N/A | -37.64% |
| 2021 | N/A | +29.44% |
| 2020 | N/A | -4.68% |
| 2019 | N/A | +49.04% |
| 2018 | N/A | -32.70% |
| 2017 | N/A | +56.54% |
| 2016 | N/A | -3.08% |
| 2015 | N/A | -5.87% |
| 2014 | N/A | -11.96% |
| 2013 | N/A | +48.34% |
| 2012 | N/A | +31.56% |
| 2011 | N/A | -32.03% |
| 2010 | N/A | +49.94% |
STAX vs UPV Drawdown Comparison
The maximum drawdown for STAX was -1.42%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The maximum drawdown for UPV was -67.28%, occurring on Mar 18, 2020. Recovery took 809 trading sessions.
The current STAX drawdown is -0.69%. The current UPV drawdown is -6.58%.
| Rank | STAX | UPV |
|---|---|---|
| #1 | -1.42% Apr 4, 2025 - Jun 5, 2025 | -67.28% Jan 26, 2018 - Apr 15, 2021 |
| #2 | -1.05% Feb 27, 2026 - Jun 11, 2026 | -58.33% Sep 2, 2021 - Mar 7, 2025 |
| #3 | -0.86% Mar 20, 2024 - Jun 14, 2024 | -55.02% Apr 29, 2011 - Sep 18, 2013 |
| #4 | -0.69% Jul 2, 2026 - Jul 23, 2026 | -47.79% Jul 3, 2014 - Dec 21, 2017 |
| #5 | -0.65% Sep 27, 2024 - Nov 25, 2024 | -27.54% Mar 18, 2025 - May 2, 2025 |
| #6 | -0.55% Dec 6, 2024 - Jan 27, 2025 | -23.41% Feb 25, 2026 - Mar 20, 2026 |
| #7 | -0.55% Dec 27, 2023 - Feb 1, 2024 | -22.04% May 10, 2010 - Jul 22, 2010 |
| #8 | -0.51% Feb 28, 2025 - Apr 3, 2025 | -21.67% Nov 4, 2010 - Jan 26, 2011 |
| #9 | -0.44% Feb 1, 2024 - Mar 5, 2024 | -18.27% Aug 9, 2010 - Sep 20, 2010 |
| #10 | -0.42% Sep 16, 2025 - Dec 18, 2025 | -17.47% Mar 3, 2011 - Apr 6, 2011 |
| #11 | -0.18% Feb 10, 2025 - Feb 21, 2025 | -13.35% Jan 16, 2014 - Feb 18, 2014 |
| #12 | -0.17% Jun 25, 2024 - Jul 3, 2024 | -11.70% Jun 15, 2021 - Aug 11, 2021 |
| #13 | -0.15% Aug 2, 2024 - Aug 14, 2024 | -10.63% Jul 23, 2025 - Aug 22, 2025 |
| #14 | -0.13% Mar 13, 2024 - Mar 20, 2024 | -10.42% Nov 12, 2025 - Dec 10, 2025 |
| #15 | -0.12% Jun 12, 2026 - Jun 24, 2026 | -8.63% Mar 6, 2014 - Apr 9, 2014 |
Correlation
Correlation between STAX and UPV is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2018 - 2026)
STAX vs UPV dividend yield comparison.
| Year | STAX | UPV |
|---|---|---|
| 2026 | 1.58% | 0.81% |
| 2025 | 3.16% | 2.11% |
| 2024 | 3.43% | 2.70% |
| 2023 | 0.00% | 1.57% |
| 2019 | 0.00% | 0.65% |
| 2018 | 0.00% | 3.80% |
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