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UPAR vs SPY

Comparison between UPAR ULTRA RISK PARITY ETF (UPAR, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

UPAR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UPAR
$69M
Winner
SPY
$735B
Expense Ratio
UPAR
0.68%
Winner
SPY
0.09%
Max Drawdown
Winner
UPAR
43.05%
SPY
56.47%
Sharpe Ratio
UPAR
1.29
Winner
SPY
1.62
5Y Beta
Winner
UPAR
0.54
SPY
1.00
P/E Ratio
UPAR
N/A
SPY
28.99
Forward P/E
UPAR
N/A
SPY
22.37
5Y Dividends CAGR
UPAR
N/A
SPY
5.43%
5Y EPS CAGR
UPAR
N/A
SPY
26.05%
Debt to Equity
UPAR
N/A
SPY
32.40%
P/S Ratio
UPAR
N/A
SPY
3.74
P/B Ratio
UPAR
N/A
SPY
5.61

UPAR vs SPY - Holdings Comparison

UPAR and SPY have 21 common holdings. Overlap is -75.48%

UPAR's top 25 holdings weight is 117.07%. SPY's top 25 holdings weight is 52.37%.

RankUPARSPY
#1
n/a (n/a) - 17.99%
NVIDIA CORP (NVDA) - 8.10%
#2
SPDR® GOLD MINISHARES (GLDM) - 14.03%
APPLE INC (AAPL) - 7.02%
#3
UNITED STATES TREASURY BONDS 1% (n/a) - 11.43%
MICROSOFT CORP (MSFT) - 4.79%
#4
UNITED STATES TREASURY BONDS 0.75% (n/a) - 8.89%
AMAZON.COM INC (AMZN) - 4.02%
#5
n/a (n/a) - 7.45%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
UNITED STATES TREASURY BONDS 2.13% (n/a) - 6.39%
BROADCOM INC (AVGO) - 3.10%
#7
VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.36%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
UNITED STATES TREASURY BONDS 1.38% (n/a) - 5.23%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 4.96%
TESLA INC (TSLA) - 1.89%
#10
UNITED STATES TREASURY BONDS 0.63% (n/a) - 4.25%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
UNITED STATES TREASURY BONDS 0.88% (n/a) - 4.06%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
VANGUARD EXTENDED MARKET ETF (VXF) - 3.88%
ELI LILLY AND CO (LLY) - 1.31%
#13
UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.54%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.94%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 2.65%
EXXON MOBIL CORP (XOM) - 0.97%
#16
UNITED STATES TREASURY BONDS 0.25% (n/a) - 2.08%
INTEL CORP (INTC) - 0.90%
#17
EXXON MOBIL CORP (XOM) - 1.89%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
UNITED STATES TREASURY BONDS 2.38% (n/a) - 1.83%
VISA INC CLASS A (V) - 0.85%
#19
UNITED STATES TREASURY BONDS 1.5% (n/a) - 1.56%
WALMART INC (WMT) - 0.81%
#20
DEERE & CO (DE) - 1.51%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
BHP GROUP LTD ADR (BHP) - 1.24%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
CHEVRON CORP (CVX) - 1.12%
CATERPILLAR INC (CAT) - 0.66%
#23
RIO TINTO PLC ADR (RIO) - 1.04%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
SOUTHERN COPPER CORP (SCCO) - 0.89%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
US DOLLARS (n/a) - 0.86%
ABBVIE INC (ABBV) - 0.58%
Total Holdings152505

UPAR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UPAR
-1.81%
Winner
SPY
+1.90%
3M
UPAR
-2.96%
Winner
SPY
+8.55%
6M
UPAR
+6.89%
Winner
SPY
+8.18%
1Y
UPAR
+23.02%
Winner
SPY
+25.79%
5Y(CAGR)
UPAR
-1.15%
Winner
SPY
+13.32%
10Y(CAGR)
UPAR
N/A
SPY
+15.19%
Max(CAGR)
UPAR
-1.15%
Winner
SPY
+8.47%

UPAR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUPARSPY
2026+5.63%+8.26%
2025+23.87%+18.00%
2024-1.95%+25.59%
2023+4.94%+26.72%
2022-30.27%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

UPAR vs SPY Drawdown Comparison

The maximum drawdown for UPAR was -38.97%, occurring on Oct 25, 2023. Recovery took 1030 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current UPAR drawdown is -7.07%. The current SPY drawdown is -2.90%.

RankUPARSPY
#1-38.97%
Jan 12, 2022 - Feb 23, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-11.13%
Mar 2, 2026 - Mar 27, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.22%
Jan 4, 2022 - Jan 12, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4N/A-24.50%
Jan 3, 2022 - Dec 13, 2023
#5N/A-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UPAR and SPY is 0.63 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.63
-101

Dividend Comparison (1999 - 2026)

UPAR vs SPY dividend yield comparison.

YearUPARSPY
20260.17%0.24%
20253.28%1.07%
20243.32%1.21%
20233.04%1.40%
20224.73%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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