UCC vs XLUI

Comparison between PROSHARES ULTRA CONSUMER DISCRETIONARY (UCC, ETF) and STATE STREET(R) UTILITIES SELECT SECTOR SPDR(R) PREMIUM INCOME ETF (XLUI, ETF).

UCC vs XLUI - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UCC(ETF)	XLUI(ETF)
Net Assets	$14M	$14M
Expense Ratio	N/A	0.35%
Max Drawdown	83.30%	10.22%
Sharpe Ratio	0.24	0.42
5Y Beta	2.31	0.20
P/E Ratio	32.98	N/A
Forward P/E	26.73	N/A
PEG Ratio	1.30	N/A
5Y Dividends CAGR	133.73%	N/A
5Y EPS CAGR	22.93%	N/A
Debt to Equity	-186.66%	N/A
P/S Ratio	2.78	N/A
P/B Ratio	8.41	N/A

Net Assets

UCC

$14M

XLUI

$14M

Expense Ratio

UCC

N/A

XLUI

0.35%

Max Drawdown

UCC

83.30%

Winner

XLUI

10.22%

Sharpe Ratio

UCC

0.24

Winner

XLUI

0.42

5Y Beta

UCC

2.31

Winner

XLUI

0.20

P/E Ratio

UCC

32.98

XLUI

N/A

Forward P/E

UCC

26.73

XLUI

N/A

PEG Ratio

UCC

1.30

XLUI

N/A

5Y Dividends CAGR

UCC

133.73%

XLUI

N/A

5Y EPS CAGR

UCC

22.93%

XLUI

N/A

Debt to Equity

UCC

-186.66%

XLUI

N/A

P/S Ratio

UCC

2.78

XLUI

N/A

P/B Ratio

UCC

8.41

XLUI

N/A

UCC vs XLUI - Holdings Comparison

UCC and XLUI have 0 common holdings. Overlap is 0.00%

UCC's top 25 holdings weight is 116.87%. XLUI's top 25 holdings weight is 100.80%.

Rank	UCC	XLUI
#1	CASH (n/a) - 32.18%	STATE STREET®UTILSELSECTSPDR®ETF (XLU) - 100.80%
#2	AMAZON.COM INC (AMZN) - 20.62%	N/A
#3	CTE PROSHARES TRUST M (n/a) - 18.10%	N/A
#4	TESLA INC (TSLA) - 14.51%	N/A
#5	THE HOME DEPOT INC (HD) - 3.85%	N/A
#6	TJX COMPANIES INC (TJX) - 2.93%	N/A
#7	MCDONALD'S CORP (MCD) - 2.86%	N/A
#8	BOOKING HOLDINGS INC (BKNG) - 2.19%	N/A
#9	LOWE'S COMPANIES INC (LOW) - 2.15%	N/A
#10	STARBUCKS CORP (SBUX) - 2.12%	N/A
#11	MARRIOTT INTERNATIONAL INC CLASS A (MAR) - 1.38%	N/A
#12	O'REILLY AUTOMOTIVE INC (ORLY) - 1.36%	N/A
#13	HILTON WORLDWIDE HOLDINGS INC (HLT) - 1.27%	N/A
#14	ROSS STORES INC (ROST) - 1.21%	N/A
#15	GENERAL MOTORS CO (GM) - 1.15%	N/A
#16	ROYAL CARIBBEAN GROUP (RCL) - 1.09%	N/A
#17	DOORDASH INC ORDINARY SHARES CLASS A (DASH) - 1.01%	N/A
#18	AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 0.97%	N/A
#19	AUTOZONE INC (AZO) - 0.96%	N/A
#20	FORD MOTOR CO (F) - 0.90%	N/A
#21	EBAY INC (EBAY) - 0.90%	N/A
#22	NIKE INC CLASS B (NKE) - 0.89%	N/A
#23	CARVANA CO CLASS A (CVNA) - 0.78%	N/A
#24	CHIPOTLE MEXICAN GRILL INC (CMG) - 0.75%	N/A
#25	YUM BRANDS INC (YUM) - 0.74%	N/A
Total Holdings	51	1

UCC vs XLUI - Historical Returns

Returns include dividend reinvestment.

Period	UCC	XLUI
1 month	-6.04%	-2.93%
3 months	-4.78%	-1.07%
6 months	-11.16%	+5.90%
1 year	+11.61%	+6.74%
5 years(CAGR)	-0.18%	N/A
10 years(CAGR)	+13.63%	N/A
Max(CAGR)	+13.19%	+7.98%

UCC

-6.04%

Winner

XLUI

-2.93%

UCC

-4.78%

Winner

XLUI

-1.07%

UCC

-11.16%

Winner

XLUI

+5.90%

Winner

UCC

+11.61%

XLUI

+6.74%

5Y(CAGR)

UCC

-0.18%

XLUI

N/A

10Y(CAGR)

UCC

+13.63%

XLUI

N/A

Max(CAGR)

Winner

UCC

+13.19%

XLUI

+7.98%

UCC vs XLUI - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UCC	XLUI
2026	-8.88%	+5.39%
2025	+4.94%	+0.51%
2024	+46.92%	N/A
2023	+60.07%	N/A
2022	-58.04%	N/A
2021	+25.21%	N/A
2020	+43.38%	N/A
2019	+50.61%	N/A
2018	-6.51%	N/A
2017	+42.62%	N/A
2016	+11.88%	N/A
2015	+9.62%	N/A
2014	+29.21%	N/A
2013	+89.77%	N/A
2012	+46.67%	N/A
2011	+5.74%	N/A
2010	+44.28%	N/A
2009	+54.01%	N/A
2008	-58.78%	N/A
2007	-25.84%	N/A

UCC vs XLUI Drawdown Comparison

The maximum drawdown for UCC was -83.05%, occurring on Mar 9, 2009. Recovery took 1324 trading sessions.

The maximum drawdown for XLUI was -6.02%, occurring on Jan 7, 2026. Recovery took 83 trading sessions.

The current UCC drawdown is -20.28%. The current XLUI drawdown is -3.51%.

Rank	UCC	XLUI
#1	-83.05% Jun 4, 2007 - Aug 31, 2012	-6.02% Oct 15, 2025 - Feb 13, 2026
#2	-61.77% Nov 18, 2021 - Dec 11, 2024	-5.82% Apr 9, 2026 - Jun 1, 2026
#3	-59.40% Feb 19, 2020 - Aug 4, 2020	-4.21% Mar 17, 2026 - Apr 8, 2026
#4	-48.01% Dec 17, 2024 - Apr 8, 2025	-3.35% Aug 22, 2025 - Sep 15, 2025
#5	-38.41% Sep 27, 2018 - Apr 23, 2019	-1.61% Sep 15, 2025 - Sep 23, 2025
#6	-30.34% Aug 4, 2015 - Dec 7, 2016	-1.19% Mar 2, 2026 - Mar 16, 2026
#7	-21.85% Jan 26, 2018 - Jul 13, 2018	-0.76% Aug 13, 2025 - Aug 20, 2025
#8	-17.87% Sep 2, 2020 - Nov 24, 2020	-0.67% Aug 4, 2025 - Aug 12, 2025
#9	-15.95% Jul 16, 2019 - Jan 2, 2020	-0.57% Sep 24, 2025 - Sep 26, 2025
#10	-14.48% May 3, 2019 - Jun 20, 2019	-0.45% Aug 20, 2025 - Aug 22, 2025
#11	-14.26% Dec 31, 2013 - Feb 26, 2014	-0.36% Feb 13, 2026 - Feb 19, 2026
#12	-14.15% Sep 8, 2014 - Oct 31, 2014	-0.18% Feb 25, 2026 - Feb 27, 2026
#13	-14.11% Mar 6, 2014 - Jul 1, 2014	-0.16% Oct 9, 2025 - Oct 13, 2025
#14	-11.85% Feb 22, 2007 - Jun 1, 2007	-0.07% Oct 1, 2025 - Oct 3, 2025
#15	-11.34% Oct 18, 2012 - Dec 18, 2012	N/A

Correlation

Correlation between UCC and XLUI is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

-101

Dividend Comparison (2007 - 2026)

UCC vs XLUI dividend yield comparison.

Year	UCC	XLUI
2026	0.24%	5.58%
2025	1.10%	7.12%
2024	0.17%	0.00%
2023	0.04%	0.00%
2022	0.25%	0.00%
2020	0.02%	0.00%
2019	0.17%	0.00%
2018	0.18%	0.00%
2017	0.14%	0.00%
2016	0.21%	0.00%
2015	0.13%	0.00%
2014	0.13%	0.00%
2013	0.17%	0.00%
2012	0.22%	0.00%
2010	0.11%	0.00%
2009	0.41%	0.00%
2008	0.92%	0.00%
2007	1.11%	0.00%