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UNHG vs TRIO

Comparison between LEVERAGE SHARES 2X LONG UNH DAILY ETF (UNHG, ETF) and MC TRIO EQUITY BUFFERED ETF (TRIO, ETF).

UNHG vs TRIO - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
UNHG
$119M
TRIO
$119M
Expense Ratio
UNHG
N/A
TRIO
0.70%
Max Drawdown
UNHG
61.40%
Winner
TRIO
11.07%
Sharpe Ratio
UNHG
1.04
Winner
TRIO
1.54
5Y Beta
UNHG
1.26
Winner
TRIO
0.57

UNHG vs TRIO - Holdings Comparison

UNHG and TRIO have 0 common holdings. Overlap is 0.00%

UNHG's top 25 holdings weight is 14.71%. TRIO's top 25 holdings weight is 2.62%.

RankUNHGTRIO
#1
FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 14.71%
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.62%
#2N/AN/A
#3N/AN/A
#4N/AN/A
#5N/AN/A
#6N/AN/A
#7N/AN/A
#8N/AN/A
#9N/AN/A
#10N/AN/A
#11N/AN/A
#12N/AN/A
#13N/AN/A
#14N/AN/A
#15N/AN/A
#16N/AN/A
#17N/AN/A
#18N/AN/A
#19N/AN/A
#20N/AN/A
#21N/AN/A
#22N/AN/A
#23N/AN/A
#24N/AN/A
#25N/AN/A
Total Holdings11

UNHG vs TRIO - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UNHG
+4.25%
TRIO
+0.84%
3M
Winner
UNHG
+104.06%
TRIO
+6.00%
6M
Winner
UNHG
+22.04%
TRIO
+5.81%
1Y
Winner
UNHG
+59.86%
TRIO
+13.74%
Max(CAGR)
Winner
UNHG
+69.43%
TRIO
+14.00%

UNHG vs TRIO - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

YearUNHGTRIO
2026+27.08%+5.24%
2025+21.45%+11.98%

UNHG vs TRIO Drawdown Comparison

The maximum drawdown for UNHG was -57.09%, occurring on Mar 27, 2026. Recovery took 166 trading sessions.

The maximum drawdown for TRIO was -9.88%, occurring on Apr 8, 2025. Recovery took 34 trading sessions.

The current UNHG drawdown is -2.26%. The current TRIO drawdown is -0.23%.

RankUNHGTRIO
#1-57.09%
Oct 8, 2025 - Jun 8, 2026
-9.88%
Mar 24, 2025 - May 12, 2025
#2-36.70%
Jul 23, 2025 - Aug 15, 2025
-4.47%
Feb 25, 2026 - Apr 13, 2026
#3-9.49%
Sep 11, 2025 - Oct 2, 2025
-2.57%
Oct 27, 2025 - Nov 28, 2025
#4-5.83%
Aug 18, 2025 - Aug 29, 2025
-2.40%
Mar 7, 2025 - Mar 24, 2025
#5-3.67%
Jun 9, 2026 - Jun 11, 2026
-1.33%
May 19, 2025 - Jun 3, 2025
#6-1.63%
Aug 29, 2025 - Sep 4, 2025
-1.33%
Oct 6, 2025 - Oct 20, 2025
#7-0.78%
Oct 3, 2025 - Oct 7, 2025
-1.25%
Jul 25, 2025 - Aug 8, 2025
#8-0.65%
Sep 9, 2025 - Sep 11, 2025
-1.18%
Jan 27, 2026 - Feb 9, 2026
#9N/A-1.14%
Jun 4, 2026 - Jun 10, 2026
#10N/A-0.88%
Jan 12, 2026 - Jan 22, 2026
#11N/A-0.83%
Feb 9, 2026 - Feb 25, 2026
#12N/A-0.78%
Dec 11, 2025 - Dec 19, 2025
#13N/A-0.70%
Jun 10, 2025 - Jun 24, 2025
#14N/A-0.61%
Sep 22, 2025 - Sep 30, 2025
#15N/A-0.55%
May 14, 2026 - May 21, 2026

Correlation

Correlation between UNHG and TRIO is 0.54 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.54
-101

Dividend Comparison (2025 - 2025)

UNHG vs TRIO dividend yield comparison.

YearUNHGTRIO
202511.30%9.01%

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