UGE vs CBTY

Comparison between PROSHARES ULTRA CONSUMER STAPLES (UGE, ETF) and Calamos Bitcoin 80 Series Structured Alt Protection ETF July (CBTY, ETF).

UGE vs CBTY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UGE(ETF)	CBTY(ETF)
Net Assets	$13M	$13M
Expense Ratio	N/A	0.69%
Max Drawdown	72.17%	27.75%
Sharpe Ratio	-0.00	-1.63
5Y Beta	0.40	0.53
5Y Dividends CAGR	39.71%	N/A

Net Assets

UGE

$13M

Winner

CBTY

$13M

Expense Ratio

UGE

N/A

CBTY

0.69%

Max Drawdown

UGE

72.17%

Winner

CBTY

27.75%

Sharpe Ratio

Winner

UGE

-0.00

CBTY

-1.63

5Y Beta

Winner

UGE

0.40

CBTY

0.53

5Y Dividends CAGR

UGE

39.71%

CBTY

N/A

UGE vs CBTY - Historical Returns

Returns include dividend reinvestment.

Period	UGE	CBTY
1 month	-2.23%	-3.51%
3 months	-5.53%	-2.96%
6 months	+11.81%	-12.63%
1 year	+2.60%	-20.81%
5 years(CAGR)	-2.34%	N/A
10 years(CAGR)	+8.04%	N/A
Max(CAGR)	+11.10%	-22.64%

Winner

UGE

-2.23%

CBTY

-3.51%

UGE

-5.53%

Winner

CBTY

-2.96%

Winner

UGE

+11.81%

CBTY

-12.63%

Winner

UGE

+2.60%

CBTY

-20.81%

5Y(CAGR)

UGE

-2.34%

CBTY

N/A

10Y(CAGR)

UGE

+8.04%

CBTY

N/A

Max(CAGR)

Winner

UGE

+11.10%

CBTY

-22.64%

UGE vs CBTY - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UGE	CBTY
2026	+12.36%	-12.10%
2025	-4.58%	-10.92%
2024	+14.01%	N/A
2023	+5.86%	N/A
2022	-49.77%	N/A
2021	+44.85%	N/A
2020	+57.77%	N/A
2019	+58.25%	N/A
2018	-29.60%	N/A
2017	+32.70%	N/A
2016	+12.18%	N/A
2015	+11.84%	N/A
2014	+26.67%	N/A
2013	+60.04%	N/A
2012	+20.12%	N/A
2011	+11.99%	N/A
2010	+35.67%	N/A
2009	+41.14%	N/A
2008	-49.58%	N/A
2007	+6.86%	N/A

UGE vs CBTY Drawdown Comparison

The maximum drawdown for UGE was -71.37%, occurring on Mar 9, 2009. Recovery took 843 trading sessions.

The maximum drawdown for CBTY was -26.71%, occurring on Jun 4, 2026. This drawdown has not yet recovered.

The current UGE drawdown is -36.42%. The current CBTY drawdown is -26.67%.

Rank	UGE	CBTY
#1	-71.37% Dec 10, 2007 - Apr 15, 2011	-26.71% Oct 6, 2025 - Jun 4, 2026
#2	-57.14% Feb 20, 2020 - Aug 17, 2020	-5.70% Aug 13, 2025 - Oct 2, 2025
#3	-56.54% Jan 4, 2022 - Oct 12, 2023	-3.17% Jul 14, 2025 - Aug 13, 2025
#4	-38.50% Jan 23, 2018 - Dec 11, 2019	N/A
#5	-26.29% Jul 7, 2011 - Feb 9, 2012	N/A
#6	-20.52% Aug 10, 2015 - Oct 22, 2015	N/A
#7	-17.72% Feb 8, 2021 - Apr 13, 2021	N/A
#8	-16.66% Oct 26, 2015 - Mar 11, 2016	N/A
#9	-16.03% Jul 25, 2016 - Feb 17, 2017	N/A
#10	-15.21% Nov 5, 2021 - Jan 3, 2022	N/A
#11	-15.08% Dec 30, 2013 - Apr 1, 2014	N/A
#12	-14.77% Oct 13, 2020 - Nov 16, 2020	N/A
#13	-13.62% Jun 1, 2007 - Oct 3, 2007	N/A
#14	-13.28% Sep 2, 2020 - Oct 9, 2020	N/A
#15	-13.27% Apr 3, 2012 - Aug 16, 2012	N/A

Correlation

Correlation between UGE and CBTY is -0.66 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.66

-101

Dividend Comparison (2007 - 2026)

UGE vs CBTY dividend yield comparison.

Year	UGE	CBTY
2026	0.31%	0.00%
2025	2.54%	1.47%
2024	1.43%	0.00%
2023	1.20%	0.00%
2022	0.74%	0.00%
2021	0.20%	0.00%
2020	0.41%	0.00%
2019	0.86%	0.00%
2018	0.76%	0.00%
2017	0.68%	0.00%
2016	0.76%	0.00%
2015	0.60%	0.00%
2014	0.55%	0.00%
2013	0.49%	0.00%
2012	0.66%	0.00%
2011	0.04%	0.00%
2010	0.79%	0.00%
2009	1.23%	0.00%
2008	2.63%	0.00%
2007	2.42%	0.00%