UPRO vs CGMS

Comparison between PROSHARES ULTRAPRO S&P500 (UPRO, ETF) and CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF SHARE CLASS (CGMS, ETF).

UPRO vs CGMS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPRO(ETF)	CGMS(ETF)
Net Assets	$5.20B	$5.20B
Expense Ratio	N/A	0.39%
Max Drawdown	76.82%	6.62%
Sharpe Ratio	1.35	0.14
5Y Beta	2.89	0.15
5Y Dividends CAGR	116.13%	N/A

Net Assets

UPRO

$5.20B

CGMS

$5.20B

Expense Ratio

UPRO

N/A

CGMS

0.39%

Max Drawdown

UPRO

76.82%

Winner

CGMS

6.62%

Sharpe Ratio

Winner

UPRO

1.35

CGMS

0.14

5Y Beta

UPRO

2.89

Winner

CGMS

0.15

5Y Dividends CAGR

UPRO

116.13%

CGMS

N/A

UPRO vs CGMS - Historical Returns

Returns include dividend reinvestment.

Period	UPRO	CGMS
1 month	+9.04%	+0.15%
3 months	+14.25%	+0.54%
6 months	+31.46%	+1.15%
1 year	+62.00%	+4.40%
5 years(CAGR)	+20.92%	N/A
10 years(CAGR)	+29.34%	N/A
Max(CAGR)	+33.31%	+8.12%

Winner

UPRO

+9.04%

CGMS

+0.15%

Winner

UPRO

+14.25%

CGMS

+0.54%

Winner

UPRO

+31.46%

CGMS

+1.15%

Winner

UPRO

+62.00%

CGMS

+4.40%

5Y(CAGR)

UPRO

+20.92%

CGMS

N/A

10Y(CAGR)

UPRO

+29.34%

CGMS

N/A

Max(CAGR)

Winner

UPRO

+33.31%

CGMS

+8.12%

UPRO vs CGMS - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	UPRO	CGMS
2026	+33.88%	+1.78%
2025	+33.00%	+7.67%
2024	+66.56%	+7.83%
2023	+70.82%	+11.26%
2022	-57.58%	+2.61%
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 CGMS Drawdown Comparison

The maximum drawdown for UPRO was -76.82%, occurring on Mar 23, 2020. Recovery took 225 trading sessions.

The maximum drawdown for CGMS was -4.08%, occurring on Apr 8, 2025. Recovery took 66 trading sessions.

The current CGMS drawdown is -0.18%.

Rank	UPRO	CGMS
#1	-76.82% Feb 19, 2020 - Jan 8, 2021	-4.08% Feb 28, 2025 - Jun 4, 2025
#2	-63.94% Jan 3, 2022 - Jun 17, 2024	-3.79% Feb 2, 2023 - Jul 12, 2023
#3	-51.73% Apr 29, 2011 - Apr 2, 2012	-3.63% Jul 13, 2023 - Nov 14, 2023
#4	-50.28% Sep 20, 2018 - Jul 12, 2019	-2.47% Feb 19, 2026 - Apr 14, 2026
#5	-48.86% Feb 19, 2025 - Jul 25, 2025	-2.35% Dec 13, 2022 - Jan 6, 2023
#6	-42.88% Apr 23, 2010 - Dec 10, 2010	-1.92% Mar 27, 2024 - May 6, 2024
#7	-39.29% May 21, 2015 - Jul 18, 2016	-1.62% Feb 1, 2024 - Mar 20, 2024
#8	-29.34% Jan 26, 2018 - Aug 29, 2018	-1.61% Dec 10, 2024 - Jan 27, 2025
#9	-27.26% Apr 2, 2012 - Sep 6, 2012	-1.61% Oct 1, 2024 - Nov 29, 2024
#10	-26.79% Jan 12, 2026 - Apr 17, 2026	-1.39% Dec 27, 2023 - Jan 12, 2024
#11	-24.41% Jul 16, 2024 - Sep 24, 2024	-1.26% Oct 28, 2022 - Nov 10, 2022
#12	-22.72% Jan 19, 2010 - Mar 16, 2010	-1.13% Jul 6, 2026 - Jul 24, 2026
#13	-21.27% Sep 14, 2012 - Jan 4, 2013	-1.09% Oct 28, 2025 - Nov 26, 2025
#14	-21.05% Sep 18, 2014 - Nov 3, 2014	-1.09% May 6, 2026 - May 28, 2026
#15	-18.18% Feb 18, 2011 - Apr 26, 2011	-0.84% Jul 23, 2024 - Jul 31, 2024

Correlation

Correlation between UPRO and CGMS 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 CGMS dividend yield comparison.

Year	UPRO	CGMS
2026	0.34%	3.40%
2025	0.84%	6.00%
2024	0.93%	5.91%
2023	0.74%	5.84%
2022	0.52%	0.97%
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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UPRO vs CGMS

UPRO vs CGMS - Performance Comparison

Key Characteristics

UPRO vs CGMS - Historical Returns

UPRO vs CGMS - Annual Returns (2009 - 2026)

UPRO vs CGMS Drawdown Comparison

Correlation

Dividend Comparison (2009 - 2026)

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