UMDD vs BNKU
Comparison between PROSHARES ULTRAPRO MIDCAP400 (UMDD, ETF) and Bank of Montreal (BNKU, ETF).
5-Year PerformanceUMDD has outperformed BNKU, delivering a return of +1.3% compared to -10.4%
UMDD vs BNKU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UMDD
$32M
Winner
BNKU
$32M
Max Drawdown
Winner
UMDD
86.39%
BNKU
91.10%
Sharpe Ratio
UMDD
1.14
Winner
BNKU
1.46
5Y Beta
UMDD
2.95
Winner
BNKU
1.43
P/E Ratio
UMDD
N/A
BNKU
13.99
Forward P/E
UMDD
N/A
BNKU
13.26
PEG Ratio
UMDD
N/A
BNKU
0.60
5Y Dividends CAGR
UMDD
76.71%
BNKU
N/A
5Y EPS CAGR
UMDD
N/A
BNKU
11.94%
Debt to Equity
UMDD
N/A
BNKU
92.79%
P/S Ratio
UMDD
N/A
BNKU
3.72
P/B Ratio
UMDD
N/A
BNKU
1.72
UMDD vs BNKU - Holdings Comparison
UMDD and BNKU have 0 common holdings. Overlap is 0.00%
UMDD's top 25 holdings weight is 53.17%. BNKU's top 25 holdings weight is 99.99%.
| Rank | UMDD | BNKU |
|---|---|---|
| #1 | S&P MIDCAP 400 INDEX SWAP (n/a) - 23.66% | U.S. BANCORP (USB) - 10.97% |
| #2 | CASH (n/a) - 13.66% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 10.70% |
| #3 | CTE PROSHARES TRUST M (n/a) - 7.55% | BANK OF AMERICA CORP (BAC) - 10.23% |
| #4 | E-MINI S&P MIDCAP 400 FUTURE JUNE 26 (n/a) - 1.39% | WELLS FARGO & CO (WFC) - 10.13% |
| #5 | FLEX LTD (FLEX) - 0.79% | JPMORGAN CHASE & CO (JPM) - 10.00% |
| #6 | TWILIO INC CLASS A (TWLO) - 0.43% | BANK OF NEW YORK MELLON CORP (BK) - 9.82% |
| #7 | TECHNIPFMC PLC (n/a) - 0.43% | CITIGROUP INC (C) - 9.77% |
| #8 | CURTISS-WRIGHT CORP (CW) - 0.42% | THE GOLDMAN SACHS GROUP INC (GS) - 9.70% |
| #9 | EVERPURE INC CLASS A (P) - 0.42% | CHARLES SCHWAB CORP (SCHW) - 9.45% |
| #10 | NVENT ELECTRIC PLC (NVT) - 0.41% | MORGAN STANLEY (MS) - 9.22% |
| #11 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.40% | N/A |
| #12 | UNITED THERAPEUTICS CORP (UTHR) - 0.38% | N/A |
| #13 | FABRINET (FN) - 0.37% | N/A |
| #14 | XPO INC (XPO) - 0.37% | N/A |
| #15 | STERLING INFRASTRUCTURE INC (STRL) - 0.36% | N/A |
| #16 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.22% | N/A |
| #17 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.22% | N/A |
| #18 | CLEAN HARBORS INC (CLH) - 0.22% | N/A |
| #19 | BORGWARNER INC (BWA) - 0.21% | N/A |
| #20 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.21% | N/A |
| #21 | CARLISLE COMPANIES INC (CSL) - 0.21% | N/A |
| #22 | JONES LANG LASALLE INC (JLL) - 0.21% | N/A |
| #23 | ONTO INNOVATION INC (ONTO) - 0.21% | N/A |
| #24 | ARAMARK (ARMK) - 0.21% | N/A |
| #25 | REGAL REXNORD CORP (RRX) - 0.21% | N/A |
| Total Holdings | 364 | 10 |
UMDD vs BNKU - Historical Returns
Returns include dividend reinvestment.
1M
UMDD
+1.61%
Winner
BNKU
+10.59%
3M
UMDD
+13.68%
Winner
BNKU
+31.00%
6M
Winner
UMDD
+28.68%
BNKU
+15.87%
1Y
UMDD
+60.24%
Winner
BNKU
+103.15%
5Y(CAGR)
Winner
UMDD
+1.33%
BNKU
-10.43%
10Y(CAGR)
UMDD
+11.15%
BNKU
N/A
Max(CAGR)
Winner
UMDD
+18.88%
BNKU
-4.80%
UMDD vs BNKU - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | UMDD | BNKU |
|---|---|---|
| 2026 | +26.46% | +0.46% |
| 2025 | -2.11% | +46.04% |
| 2024 | +20.82% | +44.52% |
| 2023 | +28.47% | -7.85% |
| 2022 | -49.98% | -57.27% |
| 2021 | +81.33% | +120.87% |
| 2020 | -17.44% | -68.69% |
| 2019 | +80.06% | +55.40% |
| 2018 | -40.78% | N/A |
| 2017 | +46.68% | N/A |
| 2016 | +65.85% | N/A |
| 2015 | -12.64% | N/A |
| 2014 | +27.19% | N/A |
| 2013 | +104.60% | N/A |
| 2012 | +45.14% | N/A |
| 2011 | -30.67% | N/A |
| 2010 | +89.42% | N/A |
UMDD vs BNKU Drawdown Comparison
The maximum drawdown for UMDD was -86.25%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.
The maximum drawdown for BNKU was -91.10%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current UMDD drawdown is -10.25%. The current BNKU drawdown is -56.10%.
| Rank | UMDD | BNKU |
|---|---|---|
| #1 | -86.25% Aug 29, 2018 - Feb 24, 2021 | -91.10% Jan 2, 2020 - Mar 23, 2020 |
| #2 | -65.66% Apr 29, 2011 - Feb 8, 2013 | -35.57% Jul 26, 2019 - Oct 25, 2019 |
| #3 | -64.60% Nov 16, 2021 - Oct 27, 2023 | -28.32% May 3, 2019 - Jul 24, 2019 |
| #4 | -50.75% Jun 23, 2015 - Nov 15, 2016 | -8.07% Nov 27, 2019 - Dec 6, 2019 |
| #5 | -47.01% Apr 23, 2010 - Dec 2, 2010 | -4.47% Oct 29, 2019 - Nov 1, 2019 |
| #6 | -29.86% Jul 1, 2014 - Nov 24, 2014 | -4.22% Nov 8, 2019 - Nov 21, 2019 |
| #7 | -27.23% Jan 23, 2018 - Aug 21, 2018 | -3.87% Apr 4, 2019 - Apr 12, 2019 |
| #8 | -21.18% May 7, 2021 - Oct 22, 2021 | -3.36% Apr 12, 2019 - Apr 16, 2019 |
| #9 | -20.60% May 21, 2013 - Jul 11, 2013 | -3.09% Apr 29, 2019 - May 3, 2019 |
| #10 | -20.20% Jan 22, 2014 - Feb 26, 2014 | -2.90% Apr 17, 2019 - Apr 29, 2019 |
| #11 | -17.82% Mar 15, 2021 - Apr 15, 2021 | -2.75% Jul 24, 2019 - Jul 26, 2019 |
| #12 | -17.67% Aug 1, 2013 - Oct 1, 2013 | -2.72% Dec 17, 2019 - Dec 26, 2019 |
| #13 | -16.07% Jul 25, 2017 - Sep 29, 2017 | -2.71% Dec 12, 2019 - Dec 17, 2019 |
| #14 | -15.55% Apr 2, 2014 - Jun 5, 2014 | -2.21% Dec 26, 2019 - Jan 2, 2020 |
| #15 | -14.94% Feb 18, 2011 - Mar 30, 2011 | -1.74% Dec 6, 2019 - Dec 12, 2019 |
Correlation
Correlation between UMDD and BNKU is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
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