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UGL vs IUS

Comparison between ProShares Ultra Gold 2x Shares (UGL, ETF) and INVESCO RAFI(TM) STRATEGIC US ETF (IUS, ETF).

5-Year PerformanceUGL has outperformed IUS, delivering a return of +24.6% compared to +13.6%

UGL vs IUS - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UGL
$854M
Winner
IUS
$857M
Expense Ratio
UGL
N/A
IUS
0.19%
Max Drawdown
UGL
75.93%
Winner
IUS
35.17%
Sharpe Ratio
UGL
0.78
Winner
IUS
2.30
5Y Beta
Winner
UGL
0.45
IUS
0.78
P/E Ratio
UGL
N/A
IUS
25.34
Forward P/E
UGL
N/A
IUS
16.44
5Y Dividends CAGR
UGL
N/A
IUS
8.99%
5Y EPS CAGR
UGL
N/A
IUS
16.93%
Debt to Equity
UGL
N/A
IUS
24.04%
P/S Ratio
UGL
N/A
IUS
1.36
P/B Ratio
UGL
N/A
IUS
3.60

UGL vs IUS - Historical Returns

Returns include dividend reinvestment.

1M
UGL
-21.17%
Winner
IUS
+2.34%
3M
UGL
-34.00%
Winner
IUS
+12.66%
6M
UGL
-12.99%
Winner
IUS
+15.10%
1Y
Winner
UGL
+32.76%
IUS
+31.24%
5Y(CAGR)
Winner
UGL
+24.59%
IUS
+13.56%
10Y(CAGR)
UGL
+16.39%
IUS
N/A
Max(CAGR)
UGL
+12.45%
Winner
IUS
+15.22%

UGL vs IUS - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearUGLIUS
2026-13.26%+14.78%
2025+132.16%+17.23%
2024+47.10%+16.56%
2023+13.77%+21.21%
2022-4.59%-8.85%
2021-16.20%+33.59%
2020+37.22%+14.43%
2019+31.26%+29.34%
2018-10.05%-12.48%
2017+20.93%N/A
2016+8.64%N/A
2015-23.18%N/A
2014-9.79%N/A
2013-52.31%N/A
2012+2.80%N/A
2011+12.90%N/A
2010+51.40%N/A
2009+42.29%N/A
2008+27.32%N/A

UGL vs IUS Drawdown Comparison

The maximum drawdown for UGL was -75.93%, occurring on Dec 17, 2015. Recovery took 3412 trading sessions.

The maximum drawdown for IUS was -34.66%, occurring on Mar 23, 2020. Recovery took 141 trading sessions.

The current UGL drawdown is -43.37%. The current IUS drawdown is -0.73%.

RankUGLIUS
#1-75.93%
Aug 22, 2011 - Mar 18, 2025
-34.66%
Feb 12, 2020 - Sep 2, 2020
#2-46.64%
Jan 29, 2026 - Jun 10, 2026
-18.73%
Mar 29, 2022 - Jun 30, 2023
#3-25.71%
Feb 20, 2009 - Oct 6, 2009
-15.62%
Nov 29, 2024 - Jul 1, 2025
#4-24.75%
Dec 2, 2009 - May 12, 2010
-14.49%
Oct 2, 2018 - May 1, 2019
#5-19.62%
Oct 20, 2025 - Dec 22, 2025
-9.03%
Jul 31, 2023 - Dec 11, 2023
#6-16.17%
Dec 6, 2010 - Mar 1, 2011
-8.08%
Sep 2, 2020 - Nov 9, 2020
#7-15.19%
Dec 31, 2008 - Jan 23, 2009
-7.80%
Jan 4, 2022 - Mar 28, 2022
#8-15.11%
Jun 18, 2010 - Sep 14, 2010
-7.05%
Jul 24, 2019 - Sep 11, 2019
#9-14.57%
Apr 21, 2025 - Sep 2, 2025
-6.91%
May 1, 2019 - Jun 21, 2019
#10-11.55%
Apr 29, 2011 - Jul 13, 2011
-6.23%
Jul 16, 2024 - Aug 23, 2024
#11-10.82%
Apr 2, 2025 - Apr 10, 2025
-6.15%
Feb 11, 2026 - Apr 14, 2026
#12-10.60%
Nov 8, 2010 - Dec 3, 2010
-4.97%
Mar 28, 2024 - Jun 17, 2024
#13-10.23%
Dec 26, 2025 - Jan 12, 2026
-4.60%
Sep 12, 2019 - Oct 25, 2019
#14-10.12%
May 12, 2010 - Jun 17, 2010
-4.52%
Nov 16, 2021 - Dec 10, 2021
#15-7.86%
Oct 14, 2010 - Nov 4, 2010
-4.52%
Sep 2, 2021 - Oct 20, 2021

Correlation

Correlation between UGL and IUS is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81
-101

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