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UGL vs LSVD

Comparison between ProShares Ultra Gold 2x Shares (UGL, ETF) and LSV DISCIPLINED VALUE ETF (LSVD, ETF).

UGL vs LSVD - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UGL
$639M
Winner
LSVD
$640M
Expense Ratio
UGL
N/A
LSVD
0.40%
Max Drawdown
UGL
75.93%
Winner
LSVD
19.30%
Sharpe Ratio
UGL
0.65
Winner
LSVD
2.01
5Y Beta
Winner
UGL
0.48
LSVD
0.95
P/E Ratio
UGL
N/A
LSVD
20.52
Forward P/E
UGL
N/A
LSVD
15.29
PEG Ratio
UGL
N/A
LSVD
0.11
5Y EPS CAGR
UGL
N/A
LSVD
25.61%
Debt to Equity
UGL
N/A
LSVD
-41.98%
P/S Ratio
UGL
N/A
LSVD
2.13
P/B Ratio
UGL
N/A
LSVD
3.84

UGL vs LSVD - Historical Returns

Returns include dividend reinvestment.

1M
UGL
-5.95%
Winner
LSVD
+1.10%
3M
UGL
-26.07%
Winner
LSVD
+8.64%
6M
UGL
-34.70%
Winner
LSVD
+15.28%
1Y
UGL
+23.11%
Winner
LSVD
+33.84%
5Y(CAGR)
UGL
+24.89%
LSVD
N/A
10Y(CAGR)
UGL
+14.76%
LSVD
N/A
Max(CAGR)
UGL
+11.90%
Winner
LSVD
+25.41%

UGL vs LSVD - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearUGLLSVD
2026-19.39%+16.46%
2025+132.16%+22.17%
2024+47.10%+0.14%
2023+13.77%N/A
2022-4.59%N/A
2021-16.20%N/A
2020+37.22%N/A
2019+31.26%N/A
2018-10.05%N/A
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 LSVD Drawdown Comparison

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

The maximum drawdown for LSVD was -19.30%, occurring on Apr 8, 2025. Recovery took 89 trading sessions.

The current UGL drawdown is -47.37%. The current LSVD drawdown is -1.25%.

RankUGLLSVD
#1-75.93%
Aug 22, 2011 - Mar 18, 2025
-19.30%
Feb 19, 2025 - Jun 27, 2025
#2-50.02%
Jan 29, 2026 - Jul 16, 2026
-8.07%
Feb 9, 2026 - Apr 14, 2026
#3-25.71%
Feb 20, 2009 - Oct 6, 2009
-4.60%
Nov 12, 2025 - Nov 26, 2025
#4-24.75%
Dec 2, 2009 - May 12, 2010
-4.34%
Jun 4, 2026 - Jun 10, 2026
#5-19.62%
Oct 20, 2025 - Dec 22, 2025
-3.61%
Oct 6, 2025 - Oct 24, 2025
#6-16.17%
Dec 6, 2010 - Mar 1, 2011
-2.77%
Jan 9, 2026 - Jan 27, 2026
#7-15.19%
Dec 31, 2008 - Jan 23, 2009
-2.67%
Jul 23, 2025 - Aug 8, 2025
#8-15.11%
Jun 18, 2010 - Sep 14, 2010
-2.51%
Dec 26, 2024 - Jan 17, 2025
#9-14.57%
Apr 21, 2025 - Sep 2, 2025
-2.26%
Dec 11, 2025 - Dec 22, 2025
#10-11.55%
Apr 29, 2011 - Jul 13, 2011
-2.11%
Feb 2, 2026 - Feb 9, 2026
#11-10.82%
Apr 2, 2025 - Apr 10, 2025
-1.79%
Jan 23, 2025 - Feb 19, 2025
#12-10.60%
Nov 8, 2010 - Dec 3, 2010
-1.78%
May 14, 2026 - May 21, 2026
#13-10.23%
Dec 26, 2025 - Jan 12, 2026
-1.63%
Oct 28, 2025 - Nov 10, 2025
#14-10.12%
May 12, 2010 - Jun 17, 2010
-1.60%
Aug 13, 2025 - Aug 22, 2025
#15-7.86%
Oct 14, 2010 - Nov 4, 2010
-1.55%
Sep 22, 2025 - Oct 1, 2025

Correlation

Correlation between UGL and LSVD is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

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