StockComparison Logo
vs

UGE vs SPY

Comparison between PROSHARES ULTRA CONSUMER STAPLES (UGE, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UGE, delivering a return of +12.4% compared to -2.6%

UGE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UGE
$11M
Winner
SPY
$781B
Expense Ratio
UGE
N/A
SPY
0.09%
Max Drawdown
UGE
72.17%
Winner
SPY
56.47%
Sharpe Ratio
UGE
0.04
Winner
SPY
1.12
5Y Beta
Winner
UGE
0.35
SPY
1.00
P/E Ratio
UGE
N/A
SPY
28.53
Forward P/E
UGE
N/A
SPY
21.47
5Y Dividends CAGR
Winner
UGE
43.60%
SPY
6.00%
5Y EPS CAGR
UGE
N/A
SPY
25.58%
Debt to Equity
UGE
N/A
SPY
32.09%
P/S Ratio
UGE
N/A
SPY
3.75
P/B Ratio
UGE
N/A
SPY
5.64

UGE vs SPY - Holdings Comparison

UGE and SPY have 35 common holdings. Overlap is 1.10%

UGE's top 25 holdings weight is 64.52%. SPY's top 25 holdings weight is 51.74%.

RankUGESPY
#1
CASH (n/a) - 19.12%
NVIDIA CORP (NVDA) - 7.89%
#2
WALMART INC (WMT) - 5.14%
APPLE INC (AAPL) - 7.37%
#3
COSTCO WHOLESALE CORP (COST) - 4.42%
MICROSOFT CORP (MSFT) - 4.50%
#4
PROCTER & GAMBLE CO (PG) - 3.70%
AMAZON.COM INC (AMZN) - 3.82%
#5
COCA-COLA CO (KO) - 3.39%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
PHILIP MORRIS INTERNATIONAL INC (PM) - 2.98%
BROADCOM INC (AVGO) - 2.86%
#7
COLGATE-PALMOLIVE CO (CL) - 2.35%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ALTRIA GROUP INC (MO) - 2.23%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
PEPSICO INC (PEP) - 2.23%
TESLA INC (TSLA) - 1.70%
#10
MONSTER BEVERAGE CORP (MNST) - 2.23%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.11%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
TARGET CORP (TGT) - 1.90%
ELI LILLY AND CO (LLY) - 1.40%
#13
KEURIG DR PEPPER INC (KDP) - 1.46%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
SYSCO CORP (SYY) - 1.28%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
ARCHER-DANIELS-MIDLAND CO (ADM) - 1.19%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
KENVUE INC (KVUE) - 1.19%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
KIMBERLY-CLARK CORP (KMB) - 1.19%
VISA INC CLASS A (V) - 0.90%
#18
THE KROGER CO (KR) - 1.03%
WALMART INC (WMT) - 0.76%
#19
CASEY'S GENERAL STORES INC (CASY) - 0.92%
INTEL CORP (INTC) - 0.75%
#20
THE HERSHEY CO (HSY) - 0.85%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
DOLLAR GENERAL CORP (DG) - 0.82%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
CHURCH & DWIGHT CO INC (CHD) - 0.74%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
DOLLAR TREE INC (DLTR) - 0.71%
ABBVIE INC (ABBV) - 0.66%
#24
THE KRAFT HEINZ CO (KHC) - 0.69%
CATERPILLAR INC (CAT) - 0.65%
#25
THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 0.65%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings36505

UGE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UGE
-1.41%
Winner
SPY
+0.78%
3M
UGE
+1.20%
Winner
SPY
+3.76%
6M
UGE
+1.09%
Winner
SPY
+7.78%
1Y
UGE
+4.38%
Winner
SPY
+17.76%
5Y(CAGR)
UGE
-2.60%
Winner
SPY
+12.44%
10Y(CAGR)
UGE
+7.36%
Winner
SPY
+14.90%
Max(CAGR)
Winner
UGE
+11.12%
SPY
+8.44%

UGE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUGESPY
2026+14.37%+8.74%
2025-4.58%+18.00%
2024+14.01%+25.59%
2023+5.86%+26.72%
2022-49.77%-18.64%
2021+44.85%+30.52%
2020+57.77%+17.28%
2019+58.25%+31.09%
2018-29.60%-5.24%
2017+32.70%+20.78%
2016+12.18%+13.59%
2015+11.84%+1.31%
2014+26.67%+14.56%
2013+60.04%+29.00%
2012+20.12%+14.17%
2011+11.99%+0.85%
2010+35.67%+13.14%
2009+41.14%+22.67%
2008-49.58%-36.25%
2007+6.86%+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

UGE vs SPY Drawdown Comparison

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

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current UGE drawdown is -35.29%. The current SPY drawdown is -2.47%.

RankUGESPY
#1-71.37%
Dec 10, 2007 - Apr 15, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-57.14%
Feb 20, 2020 - Aug 17, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-56.54%
Jan 4, 2022 - Oct 12, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-38.50%
Jan 23, 2018 - Dec 11, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-26.29%
Jul 7, 2011 - Feb 9, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-20.52%
Aug 10, 2015 - Oct 22, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.72%
Feb 8, 2021 - Apr 13, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.66%
Oct 26, 2015 - Mar 11, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-16.03%
Jul 25, 2016 - Feb 17, 2017		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-15.21%
Nov 5, 2021 - Jan 3, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-15.08%
Dec 30, 2013 - Apr 1, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-14.77%
Oct 13, 2020 - Nov 16, 2020		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-13.62%
Jun 1, 2007 - Oct 3, 2007		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.28%
Sep 2, 2020 - Oct 9, 2020		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-13.27%
Apr 3, 2012 - Aug 16, 2012		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UGE and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

UGE vs SPY dividend yield comparison.

YearUGESPY
20260.93%0.50%
20252.54%1.07%
20241.43%1.21%
20231.20%1.40%
20220.74%1.65%
20210.20%1.20%
20200.41%1.52%
20190.86%1.75%
20180.76%2.04%
20170.68%1.80%
20160.76%2.03%
20150.60%2.06%
20140.55%1.87%
20130.49%1.81%
20120.66%2.18%
20110.04%2.05%
20100.79%1.80%
20091.23%1.95%
20082.63%3.02%
20072.42%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: UGE vs SPY

More Comparisons

Compare with similar stocks