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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 +13.3% compared to -2.3%

UGE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UGE
$13M
Winner
SPY
$735B
Expense Ratio
UGE
N/A
SPY
0.09%
Max Drawdown
UGE
72.17%
Winner
SPY
56.47%
Sharpe Ratio
UGE
-0.00
Winner
SPY
1.62
5Y Beta
Winner
UGE
0.40
SPY
1.00
P/E Ratio
UGE
N/A
SPY
28.99
Forward P/E
UGE
N/A
SPY
22.37
5Y Dividends CAGR
Winner
UGE
39.71%
SPY
5.43%
5Y EPS CAGR
UGE
N/A
SPY
26.05%
Debt to Equity
UGE
N/A
SPY
32.40%
P/S Ratio
UGE
N/A
SPY
3.74
P/B Ratio
UGE
N/A
SPY
5.61

UGE vs SPY - Holdings Comparison

UGE and SPY have 37 common holdings. Overlap is 2.70%

UGE's top 25 holdings weight is 97.32%. SPY's top 25 holdings weight is 52.37%.

RankUGESPY
#1
CTE PROSHARES TRUST M (n/a) - 35.45%
NVIDIA CORP (NVDA) - 8.10%
#2
CASH (n/a) - 18.39%
APPLE INC (AAPL) - 7.02%
#3
WALMART INC (WMT) - 5.33%
MICROSOFT CORP (MSFT) - 4.79%
#4
COSTCO WHOLESALE CORP (COST) - 4.57%
AMAZON.COM INC (AMZN) - 4.02%
#5
PROCTER & GAMBLE CO (PG) - 3.41%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
COCA-COLA CO (KO) - 3.20%
BROADCOM INC (AVGO) - 3.10%
#7
PHILIP MORRIS INTERNATIONAL INC (PM) - 2.90%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.40%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
ALTRIA GROUP INC (MO) - 2.37%
TESLA INC (TSLA) - 1.89%
#10
COLGATE-PALMOLIVE CO (CL) - 2.18%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PEPSICO INC (PEP) - 2.04%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
MONSTER BEVERAGE CORP (MNST) - 1.99%
ELI LILLY AND CO (LLY) - 1.31%
#13
TARGET CORP (TGT) - 1.81%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
KEURIG DR PEPPER INC (KDP) - 1.28%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
THE KROGER CO (KR) - 1.20%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ARCHER-DANIELS-MIDLAND CO (ADM) - 1.19%
INTEL CORP (INTC) - 0.90%
#17
SYSCO CORP (SYY) - 1.15%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
KENVUE INC (KVUE) - 1.07%
VISA INC CLASS A (V) - 0.85%
#19
KIMBERLY-CLARK CORP (KMB) - 1.04%
WALMART INC (WMT) - 0.81%
#20
THE HERSHEY CO (HSY) - 0.90%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
DOLLAR GENERAL CORP (DG) - 0.73%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CHURCH & DWIGHT CO INC (CHD) - 0.73%
CATERPILLAR INC (CAT) - 0.66%
#23
THE ESTEE LAUDER COMPANIES INC CLASS A (EL) - 0.68%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
CONSTELLATION BRANDS INC CLASS A (STZ) - 0.66%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
THE KRAFT HEINZ CO (KHC) - 0.65%
ABBVIE INC (ABBV) - 0.58%
Total Holdings39505

UGE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UGE
-2.23%
Winner
SPY
+1.90%
3M
UGE
-5.53%
Winner
SPY
+8.55%
6M
Winner
UGE
+11.81%
SPY
+8.18%
1Y
UGE
+2.60%
Winner
SPY
+25.79%
5Y(CAGR)
UGE
-2.34%
Winner
SPY
+13.32%
10Y(CAGR)
UGE
+8.04%
Winner
SPY
+15.19%
Max(CAGR)
Winner
UGE
+11.10%
SPY
+8.47%

UGE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUGESPY
2026+12.36%+8.26%
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 -36.42%. The current SPY drawdown is -2.90%.

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
20260.31%0.24%
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%

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