UMDD vs OAKG
Comparison between PROSHARES ULTRAPRO MIDCAP400 (UMDD, ETF) and OAKMARK GLOBAL LARGE CAP ETF (OAKG, ETF).
UMDD vs OAKG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UMDD
$35M
OAKG
$35M
Expense Ratio
UMDD
N/A
OAKG
0.62%
Max Drawdown
UMDD
86.39%
Winner
OAKG
11.52%
Sharpe Ratio
Winner
UMDD
0.99
OAKG
-0.32
5Y Beta
UMDD
2.94
Winner
OAKG
0.78
P/E Ratio
UMDD
N/A
OAKG
23.87
Forward P/E
UMDD
N/A
OAKG
15.92
PEG Ratio
UMDD
N/A
OAKG
0.62
5Y Dividends CAGR
UMDD
131.43%
OAKG
N/A
Debt to Equity
UMDD
N/A
OAKG
150.79%
P/S Ratio
UMDD
N/A
OAKG
1.27
P/B Ratio
UMDD
N/A
OAKG
2.81
UMDD vs OAKG - Holdings Comparison
UMDD and OAKG have 3 common holdings. Overlap is 0.33%
UMDD's top 25 holdings weight is 41.19%. OAKG's top 25 holdings weight is 63.86%.
| Rank | UMDD | OAKG |
|---|---|---|
| #1 | S&P MIDCAP 400 INDEX SWAP (n/a) - 18.91% | IQVIA HOLDINGS INC (IQV) - 3.85% |
| #2 | CASH (n/a) - 13.82% | BNP PARIBAS ACT. CAT.A (n/a) - 3.73% |
| #3 | TWILIO INC CLASS A (TWLO) - 0.56% | AIRBNB INC ORDINARY SHARES CLASS A (ABNB) - 3.48% |
| #4 | TECHNIPFMC PLC (n/a) - 0.50% | ADIDAS AG (n/a) - 3.47% |
| #5 | ILLUMINA INC (ILMN) - 0.48% | SUNBELT RENTALS HOLDINGS INC (SUNB) - 2.94% |
| #6 | CARPENTER TECHNOLOGY CORP (CRS) - 0.48% | SYSCO CORP (SYY) - 2.91% |
| #7 | CURTISS-WRIGHT CORP (CW) - 0.47% | ELEVANCE HEALTH INC (ELV) - 2.78% |
| #8 | NVENT ELECTRIC PLC (NVT) - 0.44% | BAYER AG (n/a) - 2.77% |
| #9 | OKTA INC CLASS A (OKTA) - 0.44% | SAMSUNG ELECTRONICS CO LTD PARTICIPATING PREFERRED (n/a) - 2.71% |
| #10 | ATI INC (ATI) - 0.43% | SALESFORCE INC (CRM) - 2.69% |
| #11 | XPO INC (XPO) - 0.41% | KEURIG DR PEPPER INC (KDP) - 2.62% |
| #12 | EVERPURE INC CLASS A (P) - 0.41% | JULIUS BAER GRUPPE AG (n/a) - 2.51% |
| #13 | MKS INC (MKSI) - 0.41% | SYMRISE AG (n/a) - 2.38% |
| #14 | WOODWARD INC (WWD) - 0.40% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 2.36% |
| #15 | MASTEC INC (MTZ) - 0.38% | DSV AS (n/a) - 2.36% |
| #16 | UNITED THERAPEUTICS CORP (UTHR) - 0.38% | DAIMLER TRUCK HOLDING AG COMMON STOCK (n/a) - 2.27% |
| #17 | US FOODS HOLDING CORP (USFD) - 0.37% | CNH INDUSTRIAL NV (CNH) - 2.24% |
| #18 | TRANSUNION (TRU) - 0.24% | WILLIS TOWERS WATSON PLC (WTW) - 2.20% |
| #19 | TOLL BROTHERS INC (TOL) - 0.24% | DASSAULT SYSTEMES SE (n/a) - 2.06% |
| #20 | TOAST INC CLASS A (TOST) - 0.24% | GLENCORE PLC (n/a) - 2.04% |
| #21 | REGAL REXNORD CORP (RRX) - 0.24% | BECTON DICKINSON & CO (BDX) - 2.01% |
| #22 | JONES LANG LASALLE INC (JLL) - 0.24% | INTERCONTINENTAL EXCHANGE INC (ICE) - 1.89% |
| #23 | EXELIXIS INC (EXEL) - 0.24% | MOLINA HEALTHCARE INC (MOH) - 1.89% |
| #24 | RENAISSANCERE HOLDINGS LTD (RNR) - 0.23% | CHARLES SCHWAB CORP (SCHW) - 1.85% |
| #25 | LAMAR ADVERTISING CO CLASS A (LAMR) - 0.23% | ALPHABET INC CLASS A (GOOGL) - 1.85% |
| Total Holdings | 364 | 54 |
UMDD vs OAKG - Historical Returns
Returns include dividend reinvestment.
1M
UMDD
-2.72%
Winner
OAKG
+3.39%
3M
Winner
UMDD
+8.48%
OAKG
+0.04%
6M
Winner
UMDD
+15.75%
OAKG
-3.55%
1Y
UMDD
+50.43%
OAKG
N/A
5Y(CAGR)
UMDD
+3.90%
OAKG
N/A
10Y(CAGR)
UMDD
+11.24%
OAKG
N/A
Max(CAGR)
Winner
UMDD
+19.13%
OAKG
-1.84%
UMDD vs OAKG - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | UMDD | OAKG |
|---|---|---|
| 2026 | +33.72% | -1.34% |
| 2025 | -2.11% | -0.00% |
| 2024 | +20.82% | N/A |
| 2023 | +28.47% | N/A |
| 2022 | -49.98% | N/A |
| 2021 | +81.33% | N/A |
| 2020 | -17.44% | N/A |
| 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 OAKG Drawdown Comparison
The maximum drawdown for UMDD was -86.25%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.
The maximum drawdown for OAKG was -11.52%, occurring on Mar 30, 2026. This drawdown has not yet recovered.
The current UMDD drawdown is -5.90%. The current OAKG drawdown is -4.77%.
| Rank | UMDD | OAKG |
|---|---|---|
| #1 | -86.25% Aug 29, 2018 - Feb 24, 2021 | -11.52% Jan 14, 2026 - Mar 30, 2026 |
| #2 | -65.66% Apr 29, 2011 - Feb 8, 2013 | -1.51% Dec 11, 2025 - Dec 26, 2025 |
| #3 | -64.60% Nov 16, 2021 - Jun 30, 2026 | -0.99% Jan 9, 2026 - Jan 14, 2026 |
| #4 | -50.75% Jun 23, 2015 - Nov 15, 2016 | -0.64% Jan 6, 2026 - Jan 8, 2026 |
| #5 | -47.01% Apr 23, 2010 - Dec 2, 2010 | -0.43% Dec 30, 2025 - Jan 5, 2026 |
| #6 | -29.86% Jul 1, 2014 - Nov 24, 2014 | -0.10% Dec 26, 2025 - Dec 30, 2025 |
| #7 | -27.23% Jan 23, 2018 - Aug 21, 2018 | N/A |
| #8 | -21.18% May 7, 2021 - Oct 22, 2021 | N/A |
| #9 | -20.60% May 21, 2013 - Jul 11, 2013 | N/A |
| #10 | -20.20% Jan 22, 2014 - Feb 26, 2014 | N/A |
| #11 | -17.82% Mar 15, 2021 - Apr 15, 2021 | N/A |
| #12 | -17.67% Aug 1, 2013 - Oct 1, 2013 | N/A |
| #13 | -16.07% Jul 25, 2017 - Sep 29, 2017 | N/A |
| #14 | -15.55% Apr 2, 2014 - Jun 5, 2014 | N/A |
| #15 | -14.94% Feb 18, 2011 - Mar 30, 2011 | N/A |
Correlation
Correlation between UMDD and OAKG is -0.04 which considered as a very weak or no correlation - the stocks move independently of each other.
-0.04
-101
Dividend Comparison (2010 - 2026)
UMDD vs OAKG dividend yield comparison.
| Year | UMDD | OAKG |
|---|---|---|
| 2026 | 0.22% | 0.00% |
| 2025 | 1.00% | 0.04% |
| 2024 | 0.76% | 0.00% |
| 2023 | 0.19% | 0.00% |
| 2022 | 0.49% | 0.00% |
| 2021 | 0.06% | 0.00% |
| 2020 | 0.08% | 0.00% |
| 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% |
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