TRIO vs UNHG
Comparison between MC TRIO EQUITY BUFFERED ETF (TRIO, ETF) and LEVERAGE SHARES 2X LONG UNH DAILY ETF (UNHG, ETF).
TRIO vs UNHG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
TRIO vs UNHG - Holdings Comparison
TRIO and UNHG have 0 common holdings. Overlap is 0.00%
TRIO's top 25 holdings weight is 2.62%. UNHG's top 25 holdings weight is 14.71%.
| Rank | TRIO | UNHG |
|---|---|---|
| #1 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.62% | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 14.71% |
| #2 | N/A | N/A |
| #3 | N/A | N/A |
| #4 | N/A | N/A |
| #5 | N/A | N/A |
| #6 | N/A | N/A |
| #7 | N/A | N/A |
| #8 | N/A | N/A |
| #9 | N/A | N/A |
| #10 | N/A | N/A |
| #11 | N/A | N/A |
| #12 | N/A | N/A |
| #13 | N/A | N/A |
| #14 | N/A | N/A |
| #15 | N/A | N/A |
| #16 | N/A | N/A |
| #17 | N/A | N/A |
| #18 | N/A | N/A |
| #19 | N/A | N/A |
| #20 | N/A | N/A |
| #21 | N/A | N/A |
| #22 | N/A | N/A |
| #23 | N/A | N/A |
| #24 | N/A | N/A |
| #25 | N/A | N/A |
| Total Holdings | 1 | 1 |
TRIO vs UNHG - Historical Returns
Returns include dividend reinvestment.
TRIO vs UNHG - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | TRIO | UNHG |
|---|---|---|
| 2026 | +5.24% | +27.08% |
| 2025 | +11.98% | +21.45% |
TRIO vs UNHG Drawdown Comparison
The maximum drawdown for TRIO was -9.88%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.
The maximum drawdown for UNHG was -57.09%, occurring on Mar 27, 2026. Recovery took 166 trading sessions.
The current TRIO drawdown is -0.23%. The current UNHG drawdown is -2.26%.
| Rank | TRIO | UNHG |
|---|---|---|
| #1 | -9.88% Mar 24, 2025 - May 12, 2025 | -57.09% Oct 8, 2025 - Jun 8, 2026 |
| #2 | -4.47% Feb 25, 2026 - Apr 13, 2026 | -36.70% Jul 23, 2025 - Aug 15, 2025 |
| #3 | -2.57% Oct 27, 2025 - Nov 28, 2025 | -9.49% Sep 11, 2025 - Oct 2, 2025 |
| #4 | -2.40% Mar 7, 2025 - Mar 24, 2025 | -5.83% Aug 18, 2025 - Aug 29, 2025 |
| #5 | -1.33% May 19, 2025 - Jun 3, 2025 | -3.67% Jun 9, 2026 - Jun 11, 2026 |
| #6 | -1.33% Oct 6, 2025 - Oct 20, 2025 | -1.63% Aug 29, 2025 - Sep 4, 2025 |
| #7 | -1.25% Jul 25, 2025 - Aug 8, 2025 | -0.78% Oct 3, 2025 - Oct 7, 2025 |
| #8 | -1.18% Jan 27, 2026 - Feb 9, 2026 | -0.65% Sep 9, 2025 - Sep 11, 2025 |
| #9 | -1.14% Jun 4, 2026 - Jun 10, 2026 | N/A |
| #10 | -0.88% Jan 12, 2026 - Jan 22, 2026 | N/A |
| #11 | -0.83% Feb 9, 2026 - Feb 25, 2026 | N/A |
| #12 | -0.78% Dec 11, 2025 - Dec 19, 2025 | N/A |
| #13 | -0.70% Jun 10, 2025 - Jun 24, 2025 | N/A |
| #14 | -0.61% Sep 22, 2025 - Sep 30, 2025 | N/A |
| #15 | -0.55% May 14, 2026 - May 21, 2026 | N/A |
Correlation
Correlation between TRIO and UNHG is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (2025 - 2025)
TRIO vs UNHG dividend yield comparison.
| Year | TRIO | UNHG |
|---|---|---|
| 2025 | 9.01% | 11.30% |
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