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UGL vs OUSM

Comparison between ProShares Ultra Gold 2x Shares (UGL, ETF) and ALPS | O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF SHARES (OUSM, ETF).

5-Year PerformanceUGL has outperformed OUSM, delivering a return of +25.5% compared to +7.4%

UGL vs OUSM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
UGL
$908M
OUSM
$904M
Expense Ratio
UGL
N/A
OUSM
0.48%
Max Drawdown
UGL
75.93%
Winner
OUSM
40.05%
Sharpe Ratio
Winner
UGL
0.85
OUSM
0.61
5Y Beta
Winner
UGL
0.41
OUSM
0.72
P/E Ratio
UGL
N/A
OUSM
16.63
Forward P/E
UGL
N/A
OUSM
12.93
PEG Ratio
UGL
N/A
OUSM
0.14
5Y Dividends CAGR
UGL
N/A
OUSM
13.39%
5Y EPS CAGR
UGL
N/A
OUSM
12.46%
Debt to Equity
UGL
N/A
OUSM
-11.53%
P/S Ratio
UGL
N/A
OUSM
1.24
P/B Ratio
UGL
N/A
OUSM
2.59

UGL vs OUSM - Historical Returns

Returns include dividend reinvestment.

1M
UGL
-11.02%
Winner
OUSM
+0.60%
3M
UGL
-30.30%
Winner
OUSM
+1.72%
6M
UGL
-3.83%
Winner
OUSM
+6.81%
1Y
Winner
UGL
+42.59%
OUSM
+11.64%
5Y(CAGR)
Winner
UGL
+25.49%
OUSM
+7.37%
10Y(CAGR)
Winner
UGL
+17.74%
OUSM
+8.96%
Max(CAGR)
Winner
UGL
+12.81%
OUSM
+8.96%

UGL vs OUSM - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearUGLOUSM
2026-8.44%+6.20%
2025+132.16%+2.83%
2024+47.10%+13.77%
2023+13.77%+17.87%
2022-4.59%-7.79%
2021-16.20%+22.84%
2020+37.22%+7.71%
2019+31.26%+28.03%
2018-10.05%-11.00%
2017+20.93%+10.41%
2016+8.64%+0.00%
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 OUSM Drawdown Comparison

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

The maximum drawdown for OUSM was -39.83%, occurring on Mar 23, 2020. Recovery took 211 trading sessions.

The current UGL drawdown is -40.22%. The current OUSM drawdown is -1.74%.

RankUGLOUSM
#1-75.93%
Aug 22, 2011 - Mar 18, 2025
-39.83%
Jan 16, 2020 - Nov 16, 2020
#2-40.22%
Jan 29, 2026 - Jun 5, 2026
-22.47%
Sep 14, 2018 - Oct 28, 2019
#3-25.71%
Feb 20, 2009 - Oct 6, 2009
-19.44%
Nov 25, 2024 - Feb 4, 2026
#4-24.75%
Dec 2, 2009 - May 12, 2010
-19.05%
Jan 4, 2022 - Feb 1, 2023
#5-19.62%
Oct 20, 2025 - Dec 22, 2025
-11.01%
Jul 19, 2023 - Dec 11, 2023
#6-16.17%
Dec 6, 2010 - Mar 1, 2011
-10.32%
Feb 2, 2023 - Jul 13, 2023
#7-15.19%
Dec 31, 2008 - Jan 23, 2009
-9.21%
Feb 11, 2026 - Mar 20, 2026
#8-15.11%
Jun 18, 2010 - Sep 14, 2010
-8.85%
Jan 23, 2018 - Jun 5, 2018
#9-14.57%
Apr 21, 2025 - Sep 2, 2025
-7.36%
Nov 12, 2021 - Jan 4, 2022
#10-11.55%
Apr 29, 2011 - Jul 13, 2011
-7.07%
Mar 28, 2024 - Jul 12, 2024
#11-10.82%
Apr 2, 2025 - Apr 10, 2025
-5.96%
Jul 31, 2024 - Aug 23, 2024
#12-10.60%
Nov 8, 2010 - Dec 3, 2010
-5.25%
Sep 2, 2021 - Oct 21, 2021
#13-10.23%
Dec 26, 2025 - Jan 12, 2026
-4.97%
May 7, 2021 - Aug 3, 2021
#14-10.12%
May 12, 2010 - Jun 17, 2010
-4.78%
Jan 20, 2021 - Feb 8, 2021
#15-7.86%
Oct 14, 2010 - Nov 4, 2010
-3.96%
Nov 11, 2024 - Nov 25, 2024

Correlation

Correlation between UGL and OUSM is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

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