UPRO vs ISTB

Comparison between PROSHARES ULTRAPRO S&P500 (UPRO, ETF) and ISHARES CORE 1-5 YEAR USD BOND ETF (ISTB, ETF).

5-Year PerformanceUPRO has outperformed ISTB, delivering a return of +24.7% compared to +1.9%

UPRO vs ISTB - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPRO(ETF)	ISTB(ETF)
Net Assets	$4.70B	$4.70B
Expense Ratio	N/A	0.06%
Max Drawdown	76.82%	11.76%
Sharpe Ratio	1.95	0.42
5Y Beta	2.89	0.01
5Y Dividends CAGR	84.39%	16.37%

Net Assets

UPRO

$4.70B

ISTB

$4.70B

Expense Ratio

UPRO

N/A

ISTB

0.06%

Max Drawdown

UPRO

76.82%

Winner

ISTB

11.76%

Sharpe Ratio

Winner

UPRO

1.95

ISTB

0.42

5Y Beta

UPRO

2.89

Winner

ISTB

0.01

5Y Dividends CAGR

Winner

UPRO

84.39%

ISTB

16.37%

UPRO vs ISTB - Historical Returns

Returns include dividend reinvestment.

Period	UPRO	ISTB
1 month	+23.23%	-0.10%
3 months	+23.22%	-0.18%
6 months	+18.71%	+1.02%
1 year	+81.10%	+4.55%
5 years(CAGR)	+24.69%	+1.90%
10 years(CAGR)	+30.03%	+2.27%
Max(CAGR)	+33.00%	+2.02%

Winner

UPRO

+23.23%

ISTB

-0.10%

Winner

UPRO

+23.22%

ISTB

-0.18%

Winner

UPRO

+18.71%

ISTB

+1.02%

Winner

UPRO

+81.10%

ISTB

+4.55%

5Y(CAGR)

Winner

UPRO

+24.69%

ISTB

+1.90%

10Y(CAGR)

Winner

UPRO

+30.03%

ISTB

+2.27%

Max(CAGR)

Winner

UPRO

+33.00%

ISTB

+2.02%

UPRO vs ISTB - Annual Returns (2009 - 2026)

Returns include dividend reinvestment.

Year	UPRO	ISTB
2026	+20.21%	+0.36%
2025	+33.00%	+6.36%
2024	+66.56%	+4.64%
2023	+70.82%	+5.44%
2022	-57.58%	-5.89%
2021	+107.13%	-0.74%
2020	+7.18%	+4.69%
2019	+101.91%	+5.50%
2018	-26.65%	+1.12%
2017	+67.74%	+1.76%
2016	+36.68%	+2.69%
2015	-4.99%	+0.57%
2014	+42.06%	+1.20%
2013	+103.37%	+0.62%
2012	+40.02%	-0.02%
2011	-14.37%	N/A
2010	+29.81%	N/A
2009	+73.78%	N/A

UPRO vs ISTB Drawdown Comparison

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

The maximum drawdown for ISTB was -9.34%, occurring on Oct 20, 2022. Recovery took 738 trading sessions.

The current UPRO drawdown is -0.40%. The current ISTB drawdown is -0.53%.

Rank	UPRO	ISTB
#1	-76.82% Feb 19, 2020 - Jan 8, 2021	-9.34% Aug 3, 2021 - Jul 11, 2024
#2	-63.94% Jan 3, 2022 - Jun 17, 2024	-6.06% Mar 6, 2020 - May 15, 2020
#3	-51.73% Apr 29, 2011 - Apr 2, 2012	-2.26% May 8, 2013 - Aug 13, 2014
#4	-50.28% Sep 20, 2018 - Jul 12, 2019	-1.63% Sep 7, 2017 - Dec 14, 2018
#5	-48.86% Feb 19, 2025 - Jul 25, 2025	-1.45% Oct 21, 2016 - Apr 3, 2017
#6	-42.88% Apr 23, 2010 - Dec 10, 2010	-1.36% Sep 24, 2024 - Feb 5, 2025
#7	-39.29% May 21, 2015 - Jul 18, 2016	-1.26% Feb 27, 2026 - Mar 26, 2026
#8	-29.34% Jan 26, 2018 - Aug 29, 2018	-1.19% Oct 14, 2015 - Mar 11, 2016
#9	-27.26% Apr 2, 2012 - Sep 6, 2012	-1.03% Apr 3, 2025 - Apr 25, 2025
#10	-26.79% Jan 12, 2026 - Apr 17, 2026	-0.97% Apr 16, 2015 - Oct 14, 2015
#11	-24.41% Jul 16, 2024 - Sep 24, 2024	-0.80% Oct 21, 2014 - Jan 14, 2015
#12	-22.72% Jan 19, 2010 - Mar 16, 2010	-0.77% Sep 4, 2019 - Oct 3, 2019
#13	-21.27% Sep 14, 2012 - Jan 4, 2013	-0.74% Feb 10, 2021 - Jun 7, 2021
#14	-21.05% Sep 18, 2014 - Nov 3, 2014	-0.73% Apr 30, 2025 - Jun 4, 2025
#15	-18.18% Feb 18, 2011 - Apr 26, 2011	-0.68% May 13, 2016 - Jun 8, 2016

Correlation

Correlation between UPRO and ISTB is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92

-101

Dividend Comparison (2009 - 2026)

UPRO vs ISTB dividend yield comparison.

Year	UPRO	ISTB
2026	0.16%	1.42%
2025	0.84%	4.12%
2024	0.93%	3.83%
2023	0.74%	2.97%
2022	0.52%	2.01%
2021	0.06%	1.69%
2020	0.11%	2.20%
2019	0.41%	2.75%
2018	0.63%	2.57%
2017	0.00%	2.06%
2016	0.12%	1.90%
2015	0.34%	1.58%
2014	0.22%	1.07%
2013	0.07%	0.60%
2012	0.05%	0.09%
2011	0.06%	0.00%
2010	0.18%	0.00%
2009	0.11%	0.00%