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UDOW vs NIE

Comparison between PROSHARES ULTRAPRO DOW30 (UDOW, ETF) and Virtus Equity & Convertible Income Fund (NIE, ETF).

5-Year PerformanceUDOW has outperformed NIE, delivering a return of +12.9% compared to +10.5%

UDOW vs NIE - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
UDOW
$809M
NIE
$808M
Max Drawdown
UDOW
80.29%
Winner
NIE
63.84%
Sharpe Ratio
UDOW
1.28
Winner
NIE
1.67
5Y Beta
UDOW
2.37
Winner
NIE
0.86
P/E Ratio
UDOW
24.04
NIE
N/A
Forward P/E
UDOW
20.80
NIE
N/A
PEG Ratio
UDOW
0.75
NIE
N/A
5Y Dividends CAGR
Winner
UDOW
64.51%
NIE
10.69%
5Y EPS CAGR
UDOW
13.40%
NIE
N/A
Debt to Equity
UDOW
-42.84%
NIE
N/A
P/S Ratio
UDOW
3.19
NIE
N/A
P/B Ratio
UDOW
5.69
NIE
N/A

UDOW vs NIE - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UDOW
+9.27%
NIE
+0.53%
3M
Winner
UDOW
+15.89%
NIE
+7.27%
6M
Winner
UDOW
+13.10%
NIE
+9.48%
1Y
Winner
UDOW
+56.20%
NIE
+25.11%
5Y(CAGR)
Winner
UDOW
+12.88%
NIE
+10.46%
10Y(CAGR)
Winner
UDOW
+23.13%
NIE
+14.08%
Max(CAGR)
Winner
UDOW
+26.00%
NIE
+9.43%

UDOW vs NIE - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

YearUDOWNIE
2026+10.88%+7.91%
2025+25.89%+15.68%
2024+28.33%+30.10%
2023+32.92%+25.76%
2022-33.72%-27.06%
2021+71.28%+19.62%
2020-20.26%+32.12%
2019+74.84%+29.25%
2018-24.56%-6.49%
2017+96.42%+21.91%
2016+54.65%+12.12%
2015-8.48%-5.39%
2014+28.98%+13.87%
2013+94.12%+23.03%
2012+20.87%+11.55%
2011+6.56%-9.28%
2010+51.43%+16.88%
2009N/A+39.29%
2008N/A-37.43%
2007N/A-4.09%

UDOW vs NIE Drawdown Comparison

The maximum drawdown for UDOW was -80.29%, occurring on Mar 23, 2020. Recovery took 291 trading sessions.

The maximum drawdown for NIE was -57.98%, occurring on Nov 20, 2008. Recovery took 855 trading sessions.

The current UDOW drawdown is -4.15%. The current NIE drawdown is -2.62%.

RankUDOWNIE
#1-80.29%
Feb 12, 2020 - Apr 9, 2021
-57.98%
Jun 18, 2007 - Nov 5, 2010
#2-55.79%
Jan 4, 2022 - Jul 16, 2024
-39.10%
Feb 19, 2020 - Jul 14, 2020
#3-49.22%
Jan 26, 2018 - Nov 15, 2019
-30.98%
Dec 28, 2021 - Mar 26, 2024
#4-45.60%
Apr 29, 2011 - Mar 13, 2012
-24.95%
Aug 29, 2018 - Jul 19, 2019
#5-44.83%
Dec 4, 2024 - Oct 24, 2025
-24.08%
Apr 6, 2011 - Jan 23, 2013
#6-39.01%
May 19, 2015 - Jul 14, 2016
-20.78%
Jan 22, 2025 - Jul 21, 2025
#7-36.80%
Apr 26, 2010 - Nov 4, 2010
-18.12%
Nov 26, 2014 - Jul 8, 2016
#8-28.07%
Feb 10, 2026 - May 29, 2026
-10.51%
Jul 10, 2024 - Oct 8, 2024
#9-23.97%
May 1, 2012 - Aug 16, 2012
-9.62%
Jan 26, 2018 - Jun 5, 2018
#10-21.51%
Oct 5, 2012 - Jan 17, 2013
-9.59%
Feb 17, 2021 - Apr 13, 2021
#11-20.52%
Dec 31, 2013 - Apr 2, 2014
-9.02%
Jan 12, 2026 - Apr 14, 2026
#12-19.43%
Sep 19, 2014 - Oct 31, 2014
-8.31%
May 21, 2013 - Sep 18, 2013
#13-18.38%
Nov 8, 2021 - Dec 29, 2021
-8.17%
Aug 23, 2016 - Dec 20, 2016
#14-17.98%
Jul 17, 2024 - Aug 30, 2024
-7.75%
Sep 2, 2020 - Oct 12, 2020
#15-17.77%
Feb 18, 2011 - Apr 6, 2011
-7.01%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UDOW and NIE is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (2007 - 2026)

UDOW vs NIE dividend yield comparison.

YearUDOWNIE
20260.22%1.89%
20251.38%10.14%
20240.95%8.11%
20230.95%9.56%
20220.83%21.81%
20210.26%10.86%
20200.19%5.37%
20190.61%6.71%
20180.73%8.20%
20170.13%7.19%
20160.26%8.25%
20150.21%8.46%
20140.46%6.38%
20130.35%6.97%
20120.32%6.73%
20110.33%7.18%
20100.22%6.15%
20090.00%6.76%
20080.00%19.06%
20070.00%7.56%

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