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UPSX vs VSHY

Comparison between TRADR 2X LONG UPST DAILY ETF (UPSX, ETF) and VIRTUS NEWFLEET SHORT DURATION HIGH YIELD BOND ETF (VSHY, ETF).

UPSX vs VSHY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UPSX
$30M
Winner
VSHY
$31M
Expense Ratio
UPSX
N/A
VSHY
0.39%
Max Drawdown
UPSX
95.01%
Winner
VSHY
6.18%
Sharpe Ratio
UPSX
-0.74
Winner
VSHY
0.88
5Y Beta
UPSX
5.76
Winner
VSHY
0.19

UPSX vs VSHY - Historical Returns

Returns include dividend reinvestment.

1M
UPSX
-15.48%
Winner
VSHY
+0.26%
3M
UPSX
-8.77%
Winner
VSHY
+1.35%
6M
UPSX
-71.48%
Winner
VSHY
+1.95%
1Y
UPSX
-86.80%
Winner
VSHY
+6.82%
Max(CAGR)
UPSX
-87.18%
Winner
VSHY
+8.22%

UPSX vs VSHY - Annual Returns (2023 - 2026)

Returns include dividend reinvestment.

YearUPSXVSHY
2026-69.27%+1.87%
2025-60.75%+6.85%
2024N/A+8.56%
2023N/A+3.75%

UPSX vs VSHY Drawdown Comparison

The maximum drawdown for UPSX was -95.01%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The maximum drawdown for VSHY was -4.55%, occurring on Apr 8, 2025. Recovery took 56 trading sessions.

The current UPSX drawdown is -93.37%. The current VSHY drawdown is -0.23%.

RankUPSXVSHY
#1-95.01%
Jul 23, 2025 - Mar 30, 2026
-4.55%
Feb 28, 2025 - May 20, 2025
#2-20.57%
Jun 11, 2025 - Jun 18, 2025
-2.07%
Nov 26, 2024 - Feb 20, 2025
#3-12.45%
Jul 10, 2025 - Jul 22, 2025
-1.86%
Mar 22, 2024 - May 15, 2024
#4-7.19%
Jun 24, 2025 - Jul 1, 2025
-1.73%
Feb 20, 2026 - Apr 14, 2026
#5-3.70%
Jun 18, 2025 - Jun 24, 2025
-1.09%
Oct 27, 2025 - Dec 3, 2025
#6-0.90%
Jul 7, 2025 - Jul 9, 2025
-1.03%
May 8, 2026 - May 27, 2026
#7N/A-0.95%
Dec 29, 2023 - Jan 30, 2024
#8N/A-0.93%
Jul 31, 2024 - Aug 13, 2024
#9N/A-0.89%
Oct 1, 2025 - Oct 20, 2025
#10N/A-0.79%
Sep 27, 2024 - Nov 7, 2024
#11N/A-0.75%
May 15, 2024 - Jun 3, 2024
#12N/A-0.57%
Jul 3, 2025 - Jul 21, 2025
#13N/A-0.56%
Feb 12, 2024 - Feb 23, 2024
#14N/A-0.54%
Nov 8, 2024 - Nov 19, 2024
#15N/A-0.51%
Feb 1, 2024 - Feb 12, 2024

Correlation

Correlation between UPSX and VSHY is -0.89 which considered as a strong negative correlation - the stocks tend to move in opposite directions.

-0.89
-101

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