UPV vs STAX
Comparison between PROSHARES ULTRA FTSE EUROPE (UPV, ETF) and MACQUARIE TAX-FREE USA SHORT TERM ETF (STAX, ETF).
UPV vs STAX - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPV
$13M
STAX
$13M
Expense Ratio
UPV
N/A
STAX
0.29%
Max Drawdown
UPV
68.74%
Winner
STAX
2.09%
Sharpe Ratio
Winner
UPV
0.71
STAX
-1.03
5Y Beta
UPV
1.42
Winner
STAX
0.00
UPV vs STAX - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UPV
+0.56%
STAX
-0.44%
3M
Winner
UPV
+3.50%
STAX
-0.07%
6M
Winner
UPV
+0.76%
STAX
+0.31%
1Y
Winner
UPV
+18.99%
STAX
+2.64%
5Y(CAGR)
UPV
+8.57%
STAX
N/A
10Y(CAGR)
UPV
+11.77%
STAX
N/A
Max(CAGR)
Winner
UPV
+9.99%
STAX
+3.42%
UPV vs STAX - Annual Returns (2010 - 2026)
Returns include dividend reinvestment.
| Year | UPV | STAX |
|---|---|---|
| 2026 | +5.78% | +0.82% |
| 2025 | +69.98% | +4.06% |
| 2024 | -2.03% | +2.58% |
| 2023 | +29.02% | +1.45% |
| 2022 | -37.64% | N/A |
| 2021 | +29.44% | N/A |
| 2020 | -4.68% | N/A |
| 2019 | +49.04% | N/A |
| 2018 | -32.70% | N/A |
| 2017 | +56.54% | N/A |
| 2016 | -3.08% | N/A |
| 2015 | -5.87% | N/A |
| 2014 | -11.96% | N/A |
| 2013 | +48.34% | N/A |
| 2012 | +31.56% | N/A |
| 2011 | -32.03% | N/A |
| 2010 | +49.94% | N/A |
UPV vs STAX Drawdown Comparison
The maximum drawdown for UPV was -67.28%, occurring on Mar 18, 2020. Recovery took 809 trading sessions.
The maximum drawdown for STAX was -1.42%, occurring on Apr 11, 2025. Recovery took 42 trading sessions.
The current UPV drawdown is -6.58%. The current STAX drawdown is -0.69%.
| Rank | UPV | STAX |
|---|---|---|
| #1 | -67.28% Jan 26, 2018 - Apr 15, 2021 | -1.42% Apr 4, 2025 - Jun 5, 2025 |
| #2 | -58.33% Sep 2, 2021 - Mar 7, 2025 | -1.05% Feb 27, 2026 - Jun 11, 2026 |
| #3 | -55.02% Apr 29, 2011 - Sep 18, 2013 | -0.86% Mar 20, 2024 - Jun 14, 2024 |
| #4 | -47.79% Jul 3, 2014 - Dec 21, 2017 | -0.69% Jul 2, 2026 - Jul 23, 2026 |
| #5 | -27.54% Mar 18, 2025 - May 2, 2025 | -0.65% Sep 27, 2024 - Nov 25, 2024 |
| #6 | -23.41% Feb 25, 2026 - Mar 20, 2026 | -0.55% Dec 6, 2024 - Jan 27, 2025 |
| #7 | -22.04% May 10, 2010 - Jul 22, 2010 | -0.55% Dec 27, 2023 - Feb 1, 2024 |
| #8 | -21.67% Nov 4, 2010 - Jan 26, 2011 | -0.51% Feb 28, 2025 - Apr 3, 2025 |
| #9 | -18.27% Aug 9, 2010 - Sep 20, 2010 | -0.44% Feb 1, 2024 - Mar 5, 2024 |
| #10 | -17.47% Mar 3, 2011 - Apr 6, 2011 | -0.42% Sep 16, 2025 - Dec 18, 2025 |
| #11 | -13.35% Jan 16, 2014 - Feb 18, 2014 | -0.18% Feb 10, 2025 - Feb 21, 2025 |
| #12 | -11.70% Jun 15, 2021 - Aug 11, 2021 | -0.17% Jun 25, 2024 - Jul 3, 2024 |
| #13 | -10.63% Jul 23, 2025 - Aug 22, 2025 | -0.15% Aug 2, 2024 - Aug 14, 2024 |
| #14 | -10.42% Nov 12, 2025 - Dec 10, 2025 | -0.13% Mar 13, 2024 - Mar 20, 2024 |
| #15 | -8.63% Mar 6, 2014 - Apr 9, 2014 | -0.12% Jun 12, 2026 - Jun 24, 2026 |
Correlation
Correlation between UPV and STAX is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2018 - 2026)
UPV vs STAX dividend yield comparison.
| Year | UPV | STAX |
|---|---|---|
| 2026 | 0.81% | 1.58% |
| 2025 | 2.11% | 3.16% |
| 2024 | 2.70% | 3.43% |
| 2023 | 1.57% | 0.00% |
| 2019 | 0.65% | 0.00% |
| 2018 | 3.80% | 0.00% |
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