UMDD vs SPY
Comparison between PROSHARES ULTRAPRO MIDCAP400 (UMDD, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed UMDD, delivering a return of +13.3% compared to +1.3%
UMDD vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UMDD
$32M
Winner
SPY
$735B
Expense Ratio
UMDD
N/A
SPY
0.09%
Max Drawdown
UMDD
86.39%
Winner
SPY
56.47%
Sharpe Ratio
UMDD
1.14
Winner
SPY
1.62
5Y Beta
UMDD
2.95
Winner
SPY
1.00
P/E Ratio
UMDD
N/A
SPY
28.99
Forward P/E
UMDD
N/A
SPY
22.37
5Y Dividends CAGR
Winner
UMDD
76.71%
SPY
5.43%
5Y EPS CAGR
UMDD
N/A
SPY
26.05%
Debt to Equity
UMDD
N/A
SPY
32.40%
P/S Ratio
UMDD
N/A
SPY
3.74
P/B Ratio
UMDD
N/A
SPY
5.61
UMDD vs SPY - Holdings Comparison
UMDD and SPY have 1 common holdings. Overlap is 0.00%
UMDD's top 25 holdings weight is 53.17%. SPY's top 25 holdings weight is 52.37%.
| Rank | UMDD | SPY |
|---|---|---|
| #1 | S&P MIDCAP 400 INDEX SWAP (n/a) - 23.66% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | CASH (n/a) - 13.66% | APPLE INC (AAPL) - 7.02% |
| #3 | CTE PROSHARES TRUST M (n/a) - 7.55% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | E-MINI S&P MIDCAP 400 FUTURE JUNE 26 (n/a) - 1.39% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | FLEX LTD (FLEX) - 0.79% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | TWILIO INC CLASS A (TWLO) - 0.43% | BROADCOM INC (AVGO) - 3.10% |
| #7 | TECHNIPFMC PLC (n/a) - 0.43% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | CURTISS-WRIGHT CORP (CW) - 0.42% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | EVERPURE INC CLASS A (P) - 0.42% | TESLA INC (TSLA) - 1.89% |
| #10 | NVENT ELECTRIC PLC (NVT) - 0.41% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 0.40% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | UNITED THERAPEUTICS CORP (UTHR) - 0.38% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | FABRINET (FN) - 0.37% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | XPO INC (XPO) - 0.37% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | STERLING INFRASTRUCTURE INC (STRL) - 0.36% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | OMEGA HEALTHCARE INVESTORS INC (OHI) - 0.22% | INTEL CORP (INTC) - 0.90% |
| #17 | PINNACLE FINANCIAL PARTNERS INC (PNFP) - 0.22% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | CLEAN HARBORS INC (CLH) - 0.22% | VISA INC CLASS A (V) - 0.85% |
| #19 | BORGWARNER INC (BWA) - 0.21% | WALMART INC (WMT) - 0.81% |
| #20 | REINSURANCE GROUP OF AMERICA INC (RGA) - 0.21% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | CARLISLE COMPANIES INC (CSL) - 0.21% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | JONES LANG LASALLE INC (JLL) - 0.21% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | ONTO INNOVATION INC (ONTO) - 0.21% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | ARAMARK (ARMK) - 0.21% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | REGAL REXNORD CORP (RRX) - 0.21% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 364 | 505 |
UMDD vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
UMDD
+1.61%
Winner
SPY
+1.90%
3M
Winner
UMDD
+13.68%
SPY
+8.55%
6M
Winner
UMDD
+28.68%
SPY
+8.18%
1Y
Winner
UMDD
+60.24%
SPY
+25.79%
5Y(CAGR)
UMDD
+1.33%
Winner
SPY
+13.32%
10Y(CAGR)
UMDD
+11.15%
Winner
SPY
+15.19%
Max(CAGR)
Winner
UMDD
+18.88%
SPY
+8.47%
UMDD vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UMDD | SPY |
|---|---|---|
| 2026 | +26.46% | +8.26% |
| 2025 | -2.11% | +18.00% |
| 2024 | +20.82% | +25.59% |
| 2023 | +28.47% | +26.72% |
| 2022 | -49.98% | -18.64% |
| 2021 | +81.33% | +30.52% |
| 2020 | -17.44% | +17.28% |
| 2019 | +80.06% | +31.09% |
| 2018 | -40.78% | -5.24% |
| 2017 | +46.68% | +20.78% |
| 2016 | +65.85% | +13.59% |
| 2015 | -12.64% | +1.31% |
| 2014 | +27.19% | +14.56% |
| 2013 | +104.60% | +29.00% |
| 2012 | +45.14% | +14.17% |
| 2011 | -30.67% | +0.85% |
| 2010 | +89.42% | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
UMDD vs SPY Drawdown Comparison
The maximum drawdown for UMDD was -86.25%, occurring on Mar 23, 2020. Recovery took 625 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UMDD drawdown is -10.25%. The current SPY drawdown is -2.90%.
| Rank | UMDD | SPY |
|---|---|---|
| #1 | -86.25% Aug 29, 2018 - Feb 24, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -65.66% Apr 29, 2011 - Feb 8, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -64.60% Nov 16, 2021 - Oct 27, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -50.75% Jun 23, 2015 - Nov 15, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -47.01% Apr 23, 2010 - Dec 2, 2010 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -29.86% Jul 1, 2014 - Nov 24, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -27.23% Jan 23, 2018 - Aug 21, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -21.18% May 7, 2021 - Oct 22, 2021 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.60% May 21, 2013 - Jul 11, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -20.20% Jan 22, 2014 - Feb 26, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.82% Mar 15, 2021 - Apr 15, 2021 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -17.67% Aug 1, 2013 - Oct 1, 2013 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -16.07% Jul 25, 2017 - Sep 29, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -15.55% Apr 2, 2014 - Jun 5, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -14.94% Feb 18, 2011 - Mar 30, 2011 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UMDD and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (1999 - 2026)
UMDD vs SPY dividend yield comparison.
| Year | UMDD | SPY |
|---|---|---|
| 2026 | 0.12% | 0.24% |
| 2025 | 1.00% | 1.07% |
| 2024 | 0.76% | 1.21% |
| 2023 | 0.19% | 1.40% |
| 2022 | 0.49% | 1.65% |
| 2021 | 0.06% | 1.20% |
| 2020 | 0.08% | 1.52% |
| 2019 | 0.64% | 1.75% |
| 2018 | 0.32% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.03% | 2.03% |
| 2015 | 0.06% | 2.06% |
| 2014 | 0.08% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.05% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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