UPAR vs GAA
Comparison between UPAR ULTRA RISK PARITY ETF (UPAR, ETF) and CAMBRIA GLOBAL ASSET ALLOCATION ETF (GAA, ETF).
UPAR vs GAA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UPAR
$69M
GAA
$69M
Expense Ratio
UPAR
0.68%
Winner
GAA
0.40%
Max Drawdown
UPAR
43.05%
Winner
GAA
27.65%
Sharpe Ratio
UPAR
1.29
Winner
GAA
1.57
5Y Beta
UPAR
0.54
Winner
GAA
0.35
5Y Dividends CAGR
UPAR
N/A
GAA
16.27%
UPAR vs GAA - Holdings Comparison
UPAR and GAA have 0 common holdings. Overlap is 0.00%
UPAR's top 25 holdings weight is 117.07%. GAA's top 25 holdings weight is 96.76%.
| Rank | UPAR | GAA |
|---|---|---|
| #1 | n/a (n/a) - 17.99% | CAMBRIA EMERGING SHAREHOLDER YIELD ETF (EYLD) - 9.14% |
| #2 | SPDR® GOLD MINISHARES (GLDM) - 14.03% | CAMBRIA GLOBAL VALUE ETF (GVAL) - 6.88% |
| #3 | UNITED STATES TREASURY BONDS 1% (n/a) - 11.43% | CAMBRIA GLOBAL REAL ESTATE ETF (BLDG) - 6.50% |
| #4 | UNITED STATES TREASURY BONDS 0.75% (n/a) - 8.89% | SPDR BLMBRG ENH ROLL Y CMD STGY NOK-1ETF (CERY) - 5.97% |
| #5 | n/a (n/a) - 7.45% | CAMBRIA TACTICAL YIELD ETF (TYLD) - 5.79% |
| #6 | UNITED STATES TREASURY BONDS 2.13% (n/a) - 6.39% | GRANITESHARES GOLD TRUST (BAR) - 5.29% |
| #7 | VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.36% | ALPHA ARCHITECT US QUANTITATIVE MOMT ETF (QMOM) - 4.80% |
| #8 | UNITED STATES TREASURY BONDS 1.38% (n/a) - 5.23% | CAMBRIA FOREIGN SHAREHOLDER YIELD ETF (FYLD) - 4.75% |
| #9 | MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 4.96% | VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) - 4.74% |
| #10 | UNITED STATES TREASURY BONDS 0.63% (n/a) - 4.25% | CAMBRIA VALUE AND MOMENTUM ETF (VAMO) - 4.32% |
| #11 | UNITED STATES TREASURY BONDS 0.88% (n/a) - 4.06% | VANECK EM HIGH YIELD BOND ETF (HYEM) - 3.94% |
| #12 | VANGUARD EXTENDED MARKET ETF (VXF) - 3.88% | VANGUARD TOTAL BOND MARKET ETF (BND) - 3.85% |
| #13 | UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.54% | CAMBRIA SHAREHOLDER YIELD ETF (SYLD) - 3.49% |
| #14 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.94% | VANGUARD INTERM-TERM CORP BD ETF (VCIT) - 2.95% |
| #15 | VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 2.65% | VANECK JPMORGAN EMLCL CCY BD ETF (EMLC) - 2.87% |
| #16 | UNITED STATES TREASURY BONDS 0.25% (n/a) - 2.08% | JPMORGAN USD EMERGING MKTS SVR BD ETF (JPMB) - 2.87% |
| #17 | EXXON MOBIL CORP (XOM) - 1.89% | SCHWAB US TIPS ETF„¢ (SCHP) - 2.68% |
| #18 | UNITED STATES TREASURY BONDS 2.38% (n/a) - 1.83% | SPDR® FTSE INTL GOVT INFL-PROTD BD ETF (WIP) - 2.33% |
| #19 | UNITED STATES TREASURY BONDS 1.5% (n/a) - 1.56% | ALPHA ARCHITECT INTL QUANT MOMT ETF (IMOM) - 2.15% |
| #20 | DEERE & CO (DE) - 1.51% | VANGUARD SHORT-TERM CORPORATE BOND ETF (VCSH) - 2.01% |
| #21 | BHP GROUP LTD ADR (BHP) - 1.24% | VANECK INTL HI YLD BD ETF (IHY) - 2.01% |
| #22 | CHEVRON CORP (CVX) - 1.12% | VANGUARD INTMDT-TERM TRS ETF (VGIT) - 1.94% |
| #23 | RIO TINTO PLC ADR (RIO) - 1.04% | CAMBRIA LARGECAP SHAREHOLDER YIELD ETF (LYLD) - 1.94% |
| #24 | SOUTHERN COPPER CORP (SCCO) - 0.89% | VANGUARD LONG-TERM TREASURY ETF (VGLT) - 1.81% |
| #25 | US DOLLARS (n/a) - 0.86% | CAMBRIA MICRO AND SMCP SHLD YLD ETF (MYLD) - 1.74% |
| Total Holdings | 152 | 29 |
UPAR vs GAA - Historical Returns
Returns include dividend reinvestment.
1M
UPAR
-1.81%
Winner
GAA
-0.87%
3M
UPAR
-2.96%
Winner
GAA
+3.49%
6M
UPAR
+6.89%
Winner
GAA
+9.77%
1Y
Winner
UPAR
+23.02%
GAA
+20.75%
5Y(CAGR)
UPAR
-1.15%
Winner
GAA
+6.07%
10Y(CAGR)
UPAR
N/A
GAA
+7.50%
Max(CAGR)
UPAR
-1.15%
Winner
GAA
+6.64%
UPAR vs GAA - Annual Returns (2014 - 2026)
Returns include dividend reinvestment.
| Year | UPAR | GAA |
|---|---|---|
| 2026 | +5.63% | +7.93% |
| 2025 | +23.87% | +18.90% |
| 2024 | -1.95% | +7.42% |
| 2023 | +4.94% | +5.80% |
| 2022 | -30.27% | -8.06% |
| 2021 | N/A | +11.10% |
| 2020 | N/A | +8.36% |
| 2019 | N/A | +15.16% |
| 2018 | N/A | -7.43% |
| 2017 | N/A | +14.99% |
| 2016 | N/A | +10.03% |
| 2015 | N/A | -4.07% |
| 2014 | N/A | -0.36% |
UPAR vs GAA Drawdown Comparison
The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.
The maximum drawdown for GAA was -26.57%, occurring on Mar 19, 2020. Recovery took 206 trading sessions.
The current UPAR drawdown is -7.07%. The current GAA drawdown is -2.09%.
| Rank | UPAR | GAA |
|---|---|---|
| #1 | -38.97% Jan 12, 2022 - Feb 23, 2026 | -26.57% Jan 17, 2020 - Nov 10, 2020 |
| #2 | -11.13% Mar 2, 2026 - Mar 27, 2026 | -18.44% Oct 20, 2021 - Mar 21, 2024 |
| #3 | -2.22% Jan 4, 2022 - Jan 12, 2022 | -12.62% May 15, 2015 - Jul 22, 2016 |
| #4 | N/A | -12.06% Jan 26, 2018 - Oct 24, 2019 |
| #5 | N/A | -7.18% Sep 23, 2024 - May 12, 2025 |
| #6 | N/A | -5.78% Feb 27, 2026 - Apr 17, 2026 |
| #7 | N/A | -4.28% Jun 10, 2021 - Sep 1, 2021 |
| #8 | N/A | -4.26% Oct 3, 2016 - Jan 23, 2017 |
| #9 | N/A | -3.97% Jul 16, 2024 - Aug 23, 2024 |
| #10 | N/A | -3.57% Sep 1, 2021 - Oct 20, 2021 |
| #11 | N/A | -3.30% Feb 16, 2021 - Mar 11, 2021 |
| #12 | N/A | -2.97% Mar 17, 2021 - Apr 15, 2021 |
| #13 | N/A | -2.93% Apr 1, 2024 - May 21, 2024 |
| #14 | N/A | -2.84% Feb 25, 2015 - Apr 6, 2015 |
| #15 | N/A | -2.69% May 21, 2024 - Jul 12, 2024 |
Correlation
Correlation between UPAR and GAA is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2014 - 2026)
UPAR vs GAA dividend yield comparison.
| Year | UPAR | GAA |
|---|---|---|
| 2026 | 0.17% | 0.91% |
| 2025 | 3.28% | 4.24% |
| 2024 | 3.32% | 3.88% |
| 2023 | 3.04% | 3.73% |
| 2022 | 4.73% | 6.05% |
| 2021 | 0.00% | 4.21% |
| 2020 | 0.00% | 2.73% |
| 2019 | 0.00% | 3.32% |
| 2018 | 0.00% | 3.00% |
| 2017 | 0.00% | 2.36% |
| 2016 | 0.00% | 2.82% |
| 2015 | 0.00% | 2.49% |
| 2014 | 0.00% | 0.57% |
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