UPAR vs XUDV

Comparison between UPAR ULTRA RISK PARITY ETF (UPAR, ETF) and Franklin U.S. Dividend Multiplier Index ETF (XUDV, ETF).

UPAR vs XUDV - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPAR(ETF)	XUDV(ETF)
Net Assets	$67M	$67M
Expense Ratio	0.68%	0.09%
Max Drawdown	43.05%	16.47%
Sharpe Ratio	1.34	2.05
5Y Beta	0.55	0.74
P/E Ratio	N/A	21.96
Forward P/E	N/A	12.66
PEG Ratio	N/A	0.06
5Y EPS CAGR	N/A	5.42%
Debt to Equity	N/A	-266.12%
P/S Ratio	N/A	1.32
P/B Ratio	N/A	2.08

Net Assets

Winner

UPAR

$67M

XUDV

$67M

Expense Ratio

UPAR

0.68%

Winner

XUDV

0.09%

Max Drawdown

UPAR

43.05%

Winner

XUDV

16.47%

Sharpe Ratio

UPAR

1.34

Winner

XUDV

2.05

5Y Beta

Winner

UPAR

0.55

XUDV

0.74

P/E Ratio

UPAR

N/A

XUDV

21.96

Forward P/E

UPAR

N/A

XUDV

12.66

PEG Ratio

UPAR

N/A

XUDV

0.06

5Y EPS CAGR

UPAR

N/A

XUDV

5.42%

Debt to Equity

UPAR

N/A

XUDV

-266.12%

P/S Ratio

UPAR

N/A

XUDV

1.32

P/B Ratio

UPAR

N/A

XUDV

2.08

UPAR vs XUDV - Holdings Comparison

UPAR and XUDV have 6 common holdings. Overlap is -76.83%

UPAR's top 25 holdings weight is 117.07%. XUDV's top 25 holdings weight is 77.41%.

Rank	UPAR	XUDV
#1	n/a (n/a) - 17.99%	ALTRIA GROUP INC (MO) - 4.93%
#2	SPDR® GOLD MINISHARES (GLDM) - 14.03%	THE KRAFT HEINZ CO (KHC) - 4.63%
#3	UNITED STATES TREASURY BONDS 1% (n/a) - 11.43%	UNITED PARCEL SERVICE INC CLASS B (UPS) - 4.59%
#4	UNITED STATES TREASURY BONDS 0.75% (n/a) - 8.89%	PFIZER INC (PFE) - 4.51%
#5	n/a (n/a) - 7.45%	VERIZON COMMUNICATIONS INC (VZ) - 4.29%
#6	UNITED STATES TREASURY BONDS 2.13% (n/a) - 6.39%	HP INC (HPQ) - 4.21%
#7	VANGUARD FTSE EMERGING MARKETS ETF (VWO) - 5.36%	BEST BUY CO INC (BBY) - 4.19%
#8	UNITED STATES TREASURY BONDS 1.38% (n/a) - 5.23%	ONEOK INC (OKE) - 4.05%
#9	MSCI EAFE INDEX FUTURE JUNE 26 (n/a) - 4.96%	n/a (ARES) - 3.66%
#10	UNITED STATES TREASURY BONDS 0.63% (n/a) - 4.25%	LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 3.31%
#11	UNITED STATES TREASURY BONDS 0.88% (n/a) - 4.06%	T. ROWE PRICE GROUP INC (TROW) - 3.19%
#12	VANGUARD EXTENDED MARKET ETF (VXF) - 3.88%	BLACKSTONE INC (BX) - 2.73%
#13	UNITED STATES TREASURY BONDS 0.13% (n/a) - 3.54%	PRUDENTIAL FINANCIAL INC (PRU) - 2.64%
#14	FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 2.94%	BRISTOL-MYERS SQUIBB CO (BMY) - 2.56%
#15	VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) - 2.65%	SANDISK CORP ORDINARY SHARES (SNDK) - 2.51%
#16	UNITED STATES TREASURY BONDS 0.25% (n/a) - 2.08%	TRUIST FINANCIAL CORP (TFC) - 2.40%
#17	EXXON MOBIL CORP (XOM) - 1.89%	CME GROUP INC CLASS A (CME) - 2.37%
#18	UNITED STATES TREASURY BONDS 2.38% (n/a) - 1.83%	MICROCHIP TECHNOLOGY INC (MCHP) - 2.37%
#19	UNITED STATES TREASURY BONDS 1.5% (n/a) - 1.56%	EDISON INTERNATIONAL (EIX) - 2.36%
#20	DEERE & CO (DE) - 1.51%	PAYCHEX INC (PAYX) - 2.28%
#21	BHP GROUP LTD ADR (BHP) - 1.24%	KEYCORP (KEY) - 2.24%
#22	CHEVRON CORP (CVX) - 1.12%	BLOOM ENERGY CORP CLASS A (BE) - 2.22%
#23	RIO TINTO PLC ADR (RIO) - 1.04%	REGIONS FINANCIAL CORP (RF) - 1.92%
#24	SOUTHERN COPPER CORP (SCCO) - 0.89%	FORD MOTOR CO (F) - 1.71%
#25	US DOLLARS (n/a) - 0.86%	EVERSOURCE ENERGY (ES) - 1.54%
Total Holdings	152	101

UPAR vs XUDV - Historical Returns

Returns include dividend reinvestment.

Period	UPAR	XUDV
1 month	-1.21%	+6.18%
3 months	+0.37%	+15.22%
6 months	+8.87%	+21.00%
1 year	+22.94%	+32.84%
5 years(CAGR)	-0.83%	N/A
Max(CAGR)	-0.83%	+22.80%

UPAR

-1.21%

Winner

XUDV

+6.18%

UPAR

+0.37%

Winner

XUDV

+15.22%

UPAR

+8.87%

Winner

XUDV

+21.00%

UPAR

+22.94%

Winner

XUDV

+32.84%

5Y(CAGR)

UPAR

-0.83%

XUDV

N/A

Max(CAGR)

UPAR

-0.83%

Winner

XUDV

+22.80%

UPAR vs XUDV - Annual Returns (2022 - 2026)

Returns include dividend reinvestment.

Year	UPAR	XUDV
2026	+7.13%	+21.42%
2025	+23.87%	+8.24%
2024	-1.95%	N/A
2023	+4.94%	N/A
2022	-30.27%	N/A

UPAR vs XUDV Drawdown Comparison

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

The maximum drawdown for XUDV was -15.98%, occurring on Apr 8, 2025. Recovery took 88 trading sessions.

The current UPAR drawdown is -5.75%.

Rank	UPAR	XUDV
#1	-38.97% Jan 12, 2022 - Feb 23, 2026	-15.98% Feb 19, 2025 - Jun 26, 2025
#2	-11.13% Mar 2, 2026 - Mar 27, 2026	-6.34% Oct 3, 2025 - Dec 10, 2025
#3	-2.22% Jan 4, 2022 - Jan 12, 2022	-5.03% Feb 26, 2026 - Apr 15, 2026
#4	N/A	-3.97% Jul 23, 2025 - Aug 22, 2025
#5	N/A	-2.19% May 29, 2026 - Jun 12, 2026
#6	N/A	-2.06% Jul 10, 2025 - Jul 23, 2025
#7	N/A	-1.98% Jan 24, 2025 - Feb 18, 2025
#8	N/A	-1.57% Dec 11, 2025 - Jan 5, 2026
#9	N/A	-1.52% Jan 14, 2026 - Jan 30, 2026
#10	N/A	-1.47% Aug 22, 2025 - Sep 11, 2025
#11	N/A	-1.44% Sep 11, 2025 - Sep 30, 2025
#12	N/A	-1.36% Feb 11, 2026 - Feb 26, 2026
#13	N/A	-1.34% May 6, 2026 - May 14, 2026
#14	N/A	-1.23% Apr 22, 2026 - Apr 30, 2026
#15	N/A	-1.21% Feb 4, 2026 - Feb 6, 2026