UNHG vs CVY
Comparison between LEVERAGE SHARES 2X LONG UNH DAILY ETF (UNHG, ETF) and INVESCO ZACKS MULTI-ASSET INCOME ETF (CVY, ETF).
UNHG vs CVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UNHG
$121M
CVY
$121M
Expense Ratio
UNHG
N/A
CVY
1.21%
Max Drawdown
Winner
UNHG
61.40%
CVY
70.55%
Sharpe Ratio
UNHG
1.13
Winner
CVY
1.39
5Y Beta
UNHG
1.08
Winner
CVY
0.65
P/E Ratio
UNHG
31.51
Winner
CVY
27.98
Forward P/E
UNHG
23.31
Winner
CVY
10.10
PEG Ratio
UNHG
1.49
CVY
N/A
5Y Dividends CAGR
UNHG
N/A
CVY
13.61%
5Y EPS CAGR
UNHG
-5.71%
Winner
CVY
24.14%
Debt to Equity
UNHG
75.00%
CVY
N/A
P/S Ratio
UNHG
0.86
Winner
CVY
0.72
P/B Ratio
UNHG
3.98
Winner
CVY
1.76
UNHG vs CVY - Holdings Comparison
UNHG and CVY have 0 common holdings. Overlap is 0.00%
UNHG's top 25 holdings weight is 81.65%. CVY's top 25 holdings weight is 27.54%.
| Rank | UNHG | CVY |
|---|---|---|
| #1 | UNITEDHEALTH GROUP INC (UNH) - 71.39% | CRANE NXT CO (CXT) - 1.27% |
| #2 | FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 10.26% | PROG HOLDINGS INC ORDINARY SHARES (PRG) - 1.25% |
| #3 | N/A | n/a (BAC-PRQ) - 1.25% |
| #4 | N/A | VIRTU FINANCIAL INC CLASS A (VIRT) - 1.17% |
| #5 | N/A | ALLSTATE CORP (ALL) - 1.16% |
| #6 | N/A | SLM CORP (SLM) - 1.14% |
| #7 | N/A | AXIS CAPITAL HOLDINGS LTD (AXS) - 1.13% |
| #8 | N/A | n/a (BAC-PRL) - 1.12% |
| #9 | N/A | LLOYDS BANKING GROUP PLC ADR (LYG) - 1.09% |
| #10 | N/A | GRUPO CIBEST SA ADR (CIB) - 1.09% |
| #11 | N/A | CAPITAL ONE FINANCIAL CORP (COF) - 1.08% |
| #12 | N/A | n/a (BA-PRA) - 1.08% |
| #13 | N/A | ASSURED GUARANTY LTD (AGO) - 1.08% |
| #14 | N/A | BANCO BILBAO VIZCAYA ARGENTARIA SA ADR (BBVA) - 1.08% |
| #15 | N/A | KBR INC (KBR) - 1.07% |
| #16 | N/A | n/a (WFC-PRL) - 1.07% |
| #17 | N/A | NEWMARK GROUP INC CLASS A (NMRK) - 1.07% |
| #18 | N/A | n/a (KKR-PRD) - 1.07% |
| #19 | N/A | TECNOGLASS INC (TGLS) - 1.07% |
| #20 | N/A | SYNCHRONY FINANCIAL (SYF) - 1.05% |
| #21 | N/A | EVEREST GROUP LTD (EG) - 1.04% |
| #22 | N/A | INVESCO SENIOR INCOME TRUST (VVR) - 1.04% |
| #23 | N/A | REINSURANCE GROUP OF AMERICA INC (RGA) - 1.03% |
| #24 | N/A | NUVEEN FLOATING RATE INCOME FUND (JFR) - 1.02% |
| #25 | N/A | HOST HOTELS & RESORTS INC (HST) - 1.02% |
| Total Holdings | 2 | 151 |
UNHG vs CVY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UNHG
+12.88%
CVY
+4.38%
3M
Winner
UNHG
+52.42%
CVY
+6.94%
6M
Winner
UNHG
+35.35%
CVY
+8.80%
1Y
Winner
UNHG
+80.05%
CVY
+20.45%
5Y(CAGR)
UNHG
N/A
CVY
+9.20%
10Y(CAGR)
UNHG
N/A
CVY
+8.67%
Max(CAGR)
Winner
UNHG
+80.41%
CVY
+5.98%
UNHG vs CVY - Annual Returns (2006 - 2026)
Returns include dividend reinvestment.
| Year | UNHG | CVY |
|---|---|---|
| 2026 | +43.13% | +13.52% |
| 2025 | +21.45% | +10.03% |
| 2024 | N/A | +10.47% |
| 2023 | N/A | +18.77% |
| 2022 | N/A | -9.89% |
| 2021 | N/A | +26.69% |
| 2020 | N/A | -10.46% |
| 2019 | N/A | +24.93% |
| 2018 | N/A | -11.08% |
| 2017 | N/A | +14.70% |
| 2016 | N/A | +16.73% |
| 2015 | N/A | -14.38% |
| 2014 | N/A | -3.71% |
| 2013 | N/A | +16.68% |
| 2012 | N/A | +11.95% |
| 2011 | N/A | +7.09% |
| 2010 | N/A | +16.12% |
| 2009 | N/A | +45.08% |
| 2008 | N/A | -40.40% |
| 2007 | N/A | -7.36% |
| 2006 | N/A | +7.55% |
UNHG vs CVY Drawdown Comparison
The maximum drawdown for UNHG was -57.09%, occurring on Mar 27, 2026. Recovery took 166 trading sessions.
The maximum drawdown for CVY was -66.87%, occurring on Mar 9, 2009. Recovery took 1171 trading sessions.
| Rank | UNHG | CVY |
|---|---|---|
| #1 | -57.09% Oct 8, 2025 - Jun 8, 2026 | -66.87% Jun 4, 2007 - Jan 25, 2012 |
| #2 | -36.70% Jul 23, 2025 - Aug 15, 2025 | -50.47% Jan 17, 2020 - Feb 24, 2021 |
| #3 | -9.49% Sep 11, 2025 - Oct 2, 2025 | -31.87% Jul 1, 2014 - Dec 4, 2017 |
| #4 | -6.40% Jul 9, 2026 - Jul 21, 2026 | -21.61% Jan 12, 2022 - Dec 14, 2023 |
| #5 | -5.83% Aug 18, 2025 - Aug 29, 2025 | -18.51% Jan 23, 2018 - Apr 17, 2019 |
| #6 | -5.75% Jun 15, 2026 - Jun 25, 2026 | -16.80% Nov 29, 2024 - Jul 10, 2025 |
| #7 | -5.49% Jun 26, 2026 - Jul 9, 2026 | -9.00% Jul 24, 2019 - Sep 13, 2019 |
| #8 | -3.67% Jun 9, 2026 - Jun 15, 2026 | -8.62% Sep 14, 2012 - Jan 4, 2013 |
| #9 | -1.63% Aug 29, 2025 - Sep 4, 2025 | -8.58% May 21, 2013 - Oct 17, 2013 |
| #10 | -0.78% Oct 3, 2025 - Oct 7, 2025 | -8.20% Mar 13, 2012 - Jul 19, 2012 |
| #11 | -0.65% Sep 9, 2025 - Sep 11, 2025 | -7.80% Jun 11, 2021 - Oct 20, 2021 |
| #12 | N/A | -7.43% Feb 10, 2026 - Apr 30, 2026 |
| #13 | N/A | -6.87% Nov 12, 2021 - Jan 4, 2022 |
| #14 | N/A | -6.83% Jul 30, 2024 - Aug 30, 2024 |
| #15 | N/A | -6.28% May 3, 2019 - Jun 28, 2019 |
Correlation
Correlation between UNHG and CVY is 0.58 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.58
-101
Dividend Comparison (2006 - 2026)
UNHG vs CVY dividend yield comparison.
| Year | UNHG | CVY |
|---|---|---|
| 2026 | 0.00% | 2.20% |
| 2025 | 11.30% | 3.99% |
| 2024 | 0.00% | 4.07% |
| 2023 | 0.00% | 4.41% |
| 2022 | 0.00% | 5.18% |
| 2021 | 0.00% | 2.37% |
| 2020 | 0.00% | 3.40% |
| 2019 | 0.00% | 3.22% |
| 2018 | 0.00% | 4.44% |
| 2017 | 0.00% | 3.94% |
| 2016 | 0.00% | 4.50% |
| 2015 | 0.00% | 5.89% |
| 2014 | 0.00% | 6.28% |
| 2013 | 0.00% | 5.35% |
| 2012 | 0.00% | 5.39% |
| 2011 | 0.00% | 5.41% |
| 2010 | 0.00% | 4.76% |
| 2009 | 0.00% | 5.32% |
| 2008 | 0.00% | 11.04% |
| 2007 | 0.00% | 5.68% |
| 2006 | 0.00% | 1.36% |
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