UPRO vs CGDG
Comparison between PROSHARES ULTRAPRO S&P500 (UPRO, ETF) and CAPITAL GROUP DIVIDEND GROWERS ETF SHARE CLASS (CGDG, ETF).
UPRO vs CGDG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPRO
$5.20B
CGDG
$5.20B
Expense Ratio
UPRO
N/A
CGDG
0.47%
Max Drawdown
UPRO
76.82%
Winner
CGDG
10.91%
Sharpe Ratio
Winner
UPRO
1.35
CGDG
1.33
5Y Beta
UPRO
2.89
Winner
CGDG
0.62
P/E Ratio
UPRO
N/A
CGDG
24.78
Forward P/E
UPRO
N/A
CGDG
20.06
PEG Ratio
UPRO
N/A
CGDG
0.72
5Y Dividends CAGR
UPRO
116.13%
CGDG
N/A
5Y EPS CAGR
UPRO
N/A
CGDG
13.76%
P/S Ratio
UPRO
N/A
CGDG
2.11
P/B Ratio
UPRO
N/A
CGDG
4.20
UPRO vs CGDG - Holdings Comparison
UPRO and CGDG have 34 common holdings. Overlap is 4.18%
UPRO's top 25 holdings weight is 64.31%. CGDG's top 25 holdings weight is 45.64%.
| Rank | UPRO | CGDG |
|---|---|---|
| #1 | S&P 500 INDEX SWAP (n/a) - 23.24% | n/a (TSM) - 4.62% |
| #2 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 20.83% | BROADCOM INC (AVGO) - 4.10% |
| #3 | NVIDIA CORP (NVDA) - 3.72% | PHILIP MORRIS INTERNATIONAL INC (PM) - 3.83% |
| #4 | APPLE INC (AAPL) - 3.29% | ASTRAZENECA PLC (AZN:XLON) - 2.64% |
| #5 | MICROSOFT CORP (MSFT) - 2.65% | WELLTOWER INC (WELL) - 2.17% |
| #6 | AMAZON.COM INC (AMZN) - 1.97% | BRITISH AMERICAN TOBACCO PLC (n/a) - 1.97% |
| #7 | ALPHABET INC CLASS A (GOOGL) - 1.60% | ABBVIE INC (ABBV) - 1.91% |
| #8 | BROADCOM INC (AVGO) - 1.43% | TOTALENERGIES SE (TTE:XPAR) - 1.77% |
| #9 | ALPHABET INC CLASS C (GOOG) - 1.29% | IBERDROLA SA (n/a) - 1.60% |
| #10 | META PLATFORMS INC CLASS A (META) - 0.94% | KLA CORP (KLAC) - 1.58% |
| #11 | MICRON TECHNOLOGY INC (MU) - 0.73% | RTX CORP (RTX) - 1.43% |
| #12 | CTE PROSHARES TRUST M (n/a) - 0.70% | ONEOK INC (OKE) - 1.43% |
| #13 | LINDE PLC (LIN) - 0.16% | ALPHABET INC PRF PERPETUAL USD 1000 1/20TH INT SER A (GOOGM) - 1.41% |
| #14 | CROWDSTRIKE HOLDINGS INC CLASS A (CRWD) - 0.16% | DBS GROUP HOLDINGS LTD (n/a) - 1.39% |
| #15 | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 0.16% | ROYAL CARIBBEAN GROUP (RCL) - 1.37% |
| #16 | AMGEN INC (AMGN) - 0.15% | MONDELEZ INTERNATIONAL INC CLASS A (MDLZ) - 1.33% |
| #17 | SANDISK CORP ORDINARY SHARES (SNDK) - 0.15% | TRUIST FINANCIAL CORP (TFC) - 1.33% |
| #18 | THERMO FISHER SCIENTIFIC INC (TMO) - 0.15% | UNICREDIT SPA (n/a) - 1.32% |
| #19 | AMPHENOL CORP CLASS A (APH) - 0.15% | MARUBENI CORP (n/a) - 1.29% |
| #20 | ARISTA NETWORKS INC (ANET) - 0.14% | PUBLIC STORAGE (PSA) - 1.29% |
| #21 | BOEING CO (BA) - 0.14% | NESTLE SA (n/a) - 1.26% |
| #22 | MARVELL TECHNOLOGY INC (MRVL) - 0.14% | MERCK & CO INC (MRK) - 1.15% |
| #23 | VERIZON COMMUNICATIONS INC (VZ) - 0.14% | AIR PRODUCTS AND CHEMICALS INC (APD) - 1.15% |
| #24 | PEPSICO INC (PEP) - 0.14% | LINDE PLC (LIN) - 1.15% |
| #25 | MCDONALD'S CORP (MCD) - 0.14% | JAPAN POST BANK CO LTD (n/a) - 1.15% |
| Total Holdings | 469 | 107 |
UPRO vs CGDG - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPRO
+9.04%
CGDG
+2.55%
3M
Winner
UPRO
+14.25%
CGDG
+6.41%
6M
Winner
UPRO
+31.46%
CGDG
+6.21%
1Y
Winner
UPRO
+62.00%
CGDG
+18.62%
5Y(CAGR)
UPRO
+20.92%
CGDG
N/A
10Y(CAGR)
UPRO
+29.34%
CGDG
N/A
Max(CAGR)
Winner
UPRO
+33.31%
CGDG
+19.50%
UPRO vs CGDG - Annual Returns (2009 - 2026)
Returns include dividend reinvestment.
| Year | UPRO | CGDG |
|---|---|---|
| 2026 | +33.88% | +9.99% |
| 2025 | +33.00% | +23.32% |
| 2024 | +66.56% | +12.23% |
| 2023 | +70.82% | +9.54% |
| 2022 | -57.58% | N/A |
| 2021 | +107.13% | N/A |
| 2020 | +7.18% | N/A |
| 2019 | +101.91% | N/A |
| 2018 | -26.65% | N/A |
| 2017 | +67.74% | N/A |
| 2016 | +36.68% | N/A |
| 2015 | -4.99% | N/A |
| 2014 | +42.06% | N/A |
| 2013 | +103.37% | N/A |
| 2012 | +40.02% | N/A |
| 2011 | -14.37% | N/A |
| 2010 | +29.81% | N/A |
| 2009 | +73.78% | N/A |
UPRO vs CGDG Drawdown Comparison
The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.
The maximum drawdown for CGDG was -10.52%, occurring on Apr 8, 2025. Recovery took 54 trading sessions.
| Rank | UPRO | CGDG |
|---|---|---|
| #1 | -76.82% Feb 19, 2020 - Jan 8, 2021 | -10.52% Feb 13, 2025 - May 2, 2025 |
| #2 | -63.94% Jan 3, 2022 - Jun 17, 2024 | -7.72% Feb 25, 2026 - Jun 12, 2026 |
| #3 | -51.73% Apr 29, 2011 - Apr 2, 2012 | -5.54% Oct 14, 2024 - Feb 5, 2025 |
| #4 | -50.28% Sep 20, 2018 - Jul 12, 2019 | -4.89% Mar 28, 2024 - May 9, 2024 |
| #5 | -48.86% Feb 19, 2025 - Jul 25, 2025 | -4.64% Jul 16, 2024 - Aug 15, 2024 |
| #6 | -42.88% Apr 23, 2010 - Dec 10, 2010 | -4.44% Oct 11, 2023 - Nov 3, 2023 |
| #7 | -39.29% May 21, 2015 - Jul 18, 2016 | -3.90% Nov 12, 2025 - Nov 28, 2025 |
| #8 | -29.34% Jan 26, 2018 - Aug 29, 2018 | -3.47% Jul 23, 2025 - Aug 22, 2025 |
| #9 | -27.26% Apr 2, 2012 - Sep 6, 2012 | -2.96% Aug 30, 2024 - Sep 16, 2024 |
| #10 | -26.79% Jan 12, 2026 - Apr 17, 2026 | -2.83% Oct 6, 2025 - Oct 20, 2025 |
| #11 | -24.41% Jul 16, 2024 - Sep 24, 2024 | -2.77% May 17, 2024 - Jul 11, 2024 |
| #12 | -22.72% Jan 19, 2010 - Mar 16, 2010 | -2.49% Sep 28, 2023 - Oct 10, 2023 |
| #13 | -21.27% Sep 14, 2012 - Jan 4, 2013 | -2.46% Dec 28, 2023 - Jan 29, 2024 |
| #14 | -21.05% Sep 18, 2014 - Nov 3, 2014 | -2.09% Oct 27, 2025 - Nov 11, 2025 |
| #15 | -18.18% Feb 18, 2011 - Apr 26, 2011 | -1.85% Jun 12, 2025 - Jun 26, 2025 |
Correlation
Correlation between UPRO and CGDG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2009 - 2026)
UPRO vs CGDG dividend yield comparison.
| Year | UPRO | CGDG |
|---|---|---|
| 2026 | 0.34% | 1.35% |
| 2025 | 0.84% | 1.95% |
| 2024 | 0.93% | 2.15% |
| 2023 | 0.74% | 0.39% |
| 2022 | 0.52% | 0.00% |
| 2021 | 0.06% | 0.00% |
| 2020 | 0.11% | 0.00% |
| 2019 | 0.41% | 0.00% |
| 2018 | 0.63% | 0.00% |
| 2016 | 0.12% | 0.00% |
| 2015 | 0.34% | 0.00% |
| 2014 | 0.22% | 0.00% |
| 2013 | 0.07% | 0.00% |
| 2012 | 0.05% | 0.00% |
| 2011 | 0.06% | 0.00% |
| 2010 | 0.18% | 0.00% |
| 2009 | 0.11% | 0.00% |
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