UPAR vs DBEZ
Comparison between UPAR ULTRA RISK PARITY ETF (UPAR, ETF) and XTRACKERS MSCI EUROZONE HEDGED EQUITY ETF (DBEZ, ETF).
UPAR vs DBEZ - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPAR
$69M
Winner
DBEZ
$70M
Expense Ratio
UPAR
0.68%
Winner
DBEZ
0.45%
Max Drawdown
UPAR
43.05%
Winner
DBEZ
38.76%
Sharpe Ratio
Winner
UPAR
1.29
DBEZ
0.94
5Y Beta
Winner
UPAR
0.54
DBEZ
0.79
5Y Dividends CAGR
UPAR
N/A
DBEZ
31.57%
UPAR vs DBEZ - Holdings Comparison
UPAR and DBEZ have 1 common holdings. Overlap is -78.33%
UPAR's top 25 holdings weight is 117.07%. DBEZ's top 25 holdings weight is 44.69%.
| Rank | UPAR | DBEZ |
|---|---|---|
| #1 | n/a (n/a) - 17.99% | ASML HOLDING NV (n/a) - 7.07% |
| #2 | SPDR® GOLD MINISHARES (GLDM) - 14.03% | SIEMENS AG (n/a) - 2.71% |
| #3 | UNITED STATES TREASURY BONDS 1% (n/a) - 11.43% | EURO STOXX 50 FUTURE JUNE 26 (n/a) - 2.38% |
| #4 | UNITED STATES TREASURY BONDS 0.75% (n/a) - 8.89% | SAP SE (n/a) - 2.08% |
| #5 | n/a (n/a) - 7.45% | BANCO SANTANDER SA (n/a) - 2.05% |
| #6 | UNITED STATES TREASURY BONDS 2.13% (n/a) - 6.39% | TOTALENERGIES SE (TTE:XPAR) - 2.03% |
| #7 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.36% | SCHNEIDER ELECTRIC SE (n/a) - 1.97% |
| #8 | UNITED STATES TREASURY BONDS 1.38% (n/a) - 5.23% | ALLIANZ SE (n/a) - 1.94% |
| #9 | MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 4.96% | SIEMENS ENERGY AG ORDINARY SHARES (n/a) - 1.84% |
| #10 | UNITED STATES TREASURY BONDS 0.63% (n/a) - 4.25% | IBERDROLA SA (n/a) - 1.68% |
| #11 | UNITED STATES TREASURY BONDS 0.88% (n/a) - 4.06% | LVMH MOET HENNESSY LOUIS VUITTON SE (n/a) - 1.53% |
| #12 | VANGUARD EXTENDED MARKET ETF (VXF) - 3.88% | BANCO BILBAO VIZCAYA ARGENTARIA SA (n/a) - 1.50% |
| #13 | UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.54% | DEUTSCHE TELEKOM AG (n/a) - 1.40% |
| #14 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.94% | SAFRAN SA (n/a) - 1.38% |
| #15 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 2.65% | AIR LIQUIDE SA (n/a) - 1.38% |
| #16 | UNITED STATES TREASURY BONDS 0.25% (n/a) - 2.08% | UNICREDIT SPA (n/a) - 1.35% |
| #17 | EXXON MOBIL CORP (XOM) - 1.89% | AIRBUS SE (n/a) - 1.34% |
| #18 | UNITED STATES TREASURY BONDS 2.38% (n/a) - 1.83% | INFINEON TECHNOLOGIES AG (n/a) - 1.33% |
| #19 | UNITED STATES TREASURY BONDS 1.5% (n/a) - 1.56% | BNP PARIBAS ACT. CAT.A (n/a) - 1.22% |
| #20 | DEERE & CO (DE) - 1.51% | L'OREAL SA (n/a) - 1.16% |
| #21 | BHP GROUP LTD ADR (BHP) - 1.24% | n/a (n/a) - 1.13% |
| #22 | CHEVRON CORP (CVX) - 1.12% | SANOFI SA (n/a) - 1.09% |
| #23 | RIO TINTO PLC ADR (RIO) - 1.04% | ENEL SPA (n/a) - 1.05% |
| #24 | SOUTHERN COPPER CORP (SCCO) - 0.89% | INTESA SANPAOLO (n/a) - 1.05% |
| #25 | US DOLLARS (n/a) - 0.86% | ING GROEP NV (n/a) - 1.03% |
| Total Holdings | 152 | 608 |
UPAR vs DBEZ - Historical Returns
Returns include dividend reinvestment.
1M
UPAR
-1.81%
Winner
DBEZ
+2.88%
3M
UPAR
-2.96%
Winner
DBEZ
+7.31%
6M
UPAR
+6.89%
Winner
DBEZ
+10.47%
1Y
Winner
UPAR
+23.02%
DBEZ
+17.91%
5Y(CAGR)
UPAR
-1.15%
Winner
DBEZ
+11.61%
10Y(CAGR)
UPAR
N/A
DBEZ
+11.64%
Max(CAGR)
UPAR
-1.15%
Winner
DBEZ
+11.05%
UPAR vs DBEZ - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | UPAR | DBEZ |
|---|---|---|
| 2026 | +5.63% | +7.21% |
| 2025 | +23.87% | +25.52% |
| 2024 | -1.95% | +10.08% |
| 2023 | +4.94% | +18.68% |
| 2022 | -30.27% | -11.53% |
| 2021 | N/A | +22.07% |
| 2020 | N/A | -0.97% |
| 2019 | N/A | +29.69% |
| 2018 | N/A | -10.81% |
| 2017 | N/A | +13.84% |
| 2016 | N/A | +7.63% |
| 2015 | N/A | +9.73% |
| 2014 | N/A | +4.55% |
UPAR vs DBEZ Drawdown Comparison
The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.
The maximum drawdown for DBEZ was -38.76%, occurring on Mar 16, 2020. Recovery took 225 trading sessions.
The current UPAR drawdown is -7.07%. The current DBEZ drawdown is -1.74%.
| Rank | UPAR | DBEZ |
|---|---|---|
| #1 | -38.97% Jan 12, 2022 - Feb 23, 2026 | -38.76% Feb 19, 2020 - Jan 8, 2021 |
| #2 | -11.13% Mar 2, 2026 - Mar 27, 2026 | -25.45% Apr 10, 2015 - Mar 16, 2017 |
| #3 | -2.22% Jan 4, 2022 - Jan 12, 2022 | -23.42% Nov 16, 2021 - Feb 15, 2023 |
| #4 | N/A | -18.37% May 22, 2018 - Apr 30, 2019 |
| #5 | N/A | -15.59% Mar 19, 2025 - May 12, 2025 |
| #6 | N/A | -11.03% Feb 25, 2026 - May 6, 2026 |
| #7 | N/A | -10.66% Jul 31, 2023 - Dec 6, 2023 |
| #8 | N/A | -9.71% May 15, 2024 - Jan 16, 2025 |
| #9 | N/A | -9.07% Jan 23, 2018 - May 21, 2018 |
| #10 | N/A | -7.58% Jul 24, 2019 - Sep 12, 2019 |
| #11 | N/A | -6.41% Mar 3, 2023 - Apr 13, 2023 |
| #12 | N/A | -5.79% Apr 30, 2019 - Jul 1, 2019 |
| #13 | N/A | -5.05% Nov 12, 2025 - Dec 19, 2025 |
| #14 | N/A | -4.86% Aug 13, 2021 - Oct 29, 2021 |
| #15 | N/A | -4.75% May 5, 2017 - Sep 29, 2017 |
Correlation
Correlation between UPAR and DBEZ is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2015 - 2026)
UPAR vs DBEZ dividend yield comparison.
| Year | UPAR | DBEZ |
|---|---|---|
| 2026 | 0.17% | 0.00% |
| 2025 | 3.28% | 4.20% |
| 2024 | 3.32% | 0.62% |
| 2023 | 3.04% | 1.84% |
| 2022 | 4.73% | 1.68% |
| 2021 | 0.00% | 1.64% |
| 2020 | 0.00% | 1.99% |
| 2019 | 0.00% | 2.86% |
| 2018 | 0.00% | 2.56% |
| 2017 | 0.00% | 2.11% |
| 2016 | 0.00% | 3.42% |
| 2015 | 0.00% | 4.92% |
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