UMDD vs EAOR

Comparison between PROSHARES ULTRAPRO MIDCAP400 (UMDD, ETF) and ISHARES ESG AWARE 60/40 BALANCED ALLOCATION ETF (EAOR, ETF).

5-Year PerformanceEAOR has outperformed UMDD, delivering a return of +6.0% compared to +1.3%

UMDD vs EAOR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMDD(ETF)	EAOR(ETF)
Net Assets	$32M	$32M
Expense Ratio	N/A	0.18%
Max Drawdown	86.39%	24.37%
Sharpe Ratio	1.14	1.41
5Y Beta	2.95	0.57
5Y Dividends CAGR	76.71%	26.86%

Net Assets

UMDD

$32M

Winner

EAOR

$32M

Expense Ratio

UMDD

N/A

EAOR

0.18%

Max Drawdown

UMDD

86.39%

Winner

EAOR

24.37%

Sharpe Ratio

UMDD

1.14

Winner

EAOR

1.41

5Y Beta

UMDD

2.95

Winner

EAOR

0.57

5Y Dividends CAGR

Winner

UMDD

76.71%

EAOR

26.86%

UMDD vs EAOR - Historical Returns

Returns include dividend reinvestment.

Period	UMDD	EAOR
1 month	+1.61%	+0.79%
3 months	+13.68%	+4.46%
6 months	+28.68%	+5.81%
1 year	+60.24%	+17.21%
5 years(CAGR)	+1.33%	+6.02%
10 years(CAGR)	+11.15%	N/A
Max(CAGR)	+18.88%	+8.69%

Winner

UMDD

+1.61%

EAOR

+0.79%

Winner

UMDD

+13.68%

EAOR

+4.46%

Winner

UMDD

+28.68%

EAOR

+5.81%

Winner

UMDD

+60.24%

EAOR

+17.21%

5Y(CAGR)

UMDD

+1.33%

Winner

EAOR

+6.02%

10Y(CAGR)

UMDD

+11.15%

EAOR

N/A

Max(CAGR)

Winner

UMDD

+18.88%

EAOR

+8.69%

UMDD vs EAOR - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

Year	UMDD	EAOR
2026	+26.46%	+5.24%
2025	-2.11%	+15.80%
2024	+20.82%	+11.50%
2023	+28.47%	+14.73%
2022	-49.98%	-16.69%
2021	+81.33%	+11.02%
2020	-17.44%	+15.00%
2019	+80.06%	N/A
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 EAOR Drawdown Comparison

The maximum drawdown for UMDD was -86.25%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.

The maximum drawdown for EAOR was -22.91%, occurring on Oct 14, 2022. Recovery took 632 trading sessions.

The current UMDD drawdown is -10.25%. The current EAOR drawdown is -2.45%.

Rank	UMDD	EAOR
#1	-86.25% Aug 29, 2018 - Feb 24, 2021	-22.91% Nov 8, 2021 - May 15, 2024
#2	-65.66% Apr 29, 2011 - Feb 8, 2013	-10.28% Feb 19, 2025 - May 16, 2025
#3	-64.60% Nov 16, 2021 - Oct 27, 2023	-6.62% Feb 25, 2026 - Apr 17, 2026
#4	-50.75% Jun 23, 2015 - Nov 15, 2016	-5.23% Sep 2, 2020 - Nov 9, 2020
#5	-47.01% Apr 23, 2010 - Dec 2, 2010	-4.42% Jul 16, 2024 - Aug 19, 2024
#6	-29.86% Jul 1, 2014 - Nov 24, 2014	-4.20% Dec 6, 2024 - Feb 14, 2025
#7	-27.23% Jan 23, 2018 - Aug 21, 2018	-3.79% Feb 12, 2021 - Apr 5, 2021
#8	-21.18% May 7, 2021 - Oct 22, 2021	-3.60% Sep 3, 2021 - Nov 2, 2021
#9	-20.60% May 21, 2013 - Jul 11, 2013	-3.33% Oct 28, 2025 - Dec 11, 2025
#10	-20.20% Jan 22, 2014 - Feb 26, 2014	-2.76% May 7, 2021 - Jun 1, 2021
#11	-17.82% Mar 15, 2021 - Apr 15, 2021	-2.45% Jun 2, 2026 - Jun 5, 2026
#12	-17.67% Aug 1, 2013 - Oct 1, 2013	-2.43% Sep 26, 2024 - Nov 29, 2024
#13	-16.07% Jul 25, 2017 - Sep 29, 2017	-2.38% Jan 21, 2021 - Feb 5, 2021
#14	-15.55% Apr 2, 2014 - Jun 5, 2014	-2.23% Aug 23, 2024 - Sep 13, 2024
#15	-14.94% Feb 18, 2011 - Mar 30, 2011	-1.97% Jun 23, 2020 - Jul 2, 2020

Correlation

Correlation between UMDD and EAOR is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.66

-101

Dividend Comparison (2010 - 2026)

UMDD vs EAOR dividend yield comparison.

Year	UMDD	EAOR
2026	0.12%	0.44%
2025	1.00%	2.45%
2024	0.76%	2.52%
2023	0.19%	2.39%
2022	0.49%	1.99%
2021	0.06%	1.39%
2020	0.08%	1.07%
2019	0.64%	0.00%
2018	0.32%	0.00%
2016	0.03%	0.00%
2015	0.06%	0.00%
2014	0.08%	0.00%
2010	0.05%	0.00%