UPW vs BCHI
Comparison between PROSHARES ULTRA UTILITIES (UPW, ETF) and GMO BEYOND CHINA ETF (BCHI, ETF).
UPW vs BCHI - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPW
$19M
Winner
BCHI
$19M
Expense Ratio
UPW
N/A
BCHI
0.65%
Max Drawdown
UPW
79.48%
Winner
BCHI
14.33%
Sharpe Ratio
UPW
0.59
Winner
BCHI
2.00
5Y Beta
Winner
UPW
0.63
BCHI
0.84
P/E Ratio
UPW
19.63
BCHI
N/A
Forward P/E
UPW
18.18
BCHI
N/A
PEG Ratio
UPW
0.78
BCHI
N/A
5Y Dividends CAGR
UPW
21.28%
BCHI
N/A
5Y EPS CAGR
UPW
13.19%
BCHI
N/A
Debt to Equity
UPW
126.57%
BCHI
N/A
P/S Ratio
UPW
2.83
BCHI
N/A
P/B Ratio
UPW
2.29
BCHI
N/A
UPW vs BCHI - Holdings Comparison
UPW and BCHI have 1 common holdings. Overlap is -0.05%
UPW's top 25 holdings weight is 90.23%. BCHI's top 25 holdings weight is 67.90%.
| Rank | UPW | BCHI |
|---|---|---|
| #1 | CASH (n/a) - 13.87% | SAMSUNG ELECTRONICS CO LTD (n/a) - 11.45% |
| #2 | NEXTERA ENERGY INC (NEE) - 9.86% | n/a (TSM) - 10.94% |
| #3 | UTILITIES SELECT SECTOR INDEX SWAP (n/a) - 8.40% | DELTA ELECTRONICS INC (n/a) - 5.11% |
| #4 | SOUTHERN CO (SO) - 5.51% | MEDIATEK INC (n/a) - 4.55% |
| #5 | DUKE ENERGY CORP (DUK) - 5.21% | BIZLINK HOLDING INC (n/a) - 3.81% |
| #6 | CONSTELLATION ENERGY CORP (CEG) - 4.70% | CEMEX SAB DE CV ADR (CX) - 3.06% |
| #7 | AMERICAN ELECTRIC POWER CO INC (AEP) - 3.80% | n/a (n/a) - 2.58% |
| #8 | SEMPRA (SRE) - 3.23% | MOBILE WORLD INVESTMENT CORP (n/a) - 2.49% |
| #9 | DOMINION ENERGY INC (D) - 3.14% | HERO MOTOCORP LTD (n/a) - 2.43% |
| #10 | CTE PROSHARES TRUST M (n/a) - 2.91% | EICHER MOTORS LTD (n/a) - 2.17% |
| #11 | VISTRA CORP (VST) - 2.78% | CUMMINS INDIA LTD (n/a) - 1.60% |
| #12 | ENTERGY CORP (ETR) - 2.69% | HINDALCO INDUSTRIES LTD (n/a) - 1.58% |
| #13 | XCEL ENERGY INC (XEL) - 2.55% | LS ELECTRIC CO LTD (n/a) - 1.38% |
| #14 | EXELON CORP (EXC) - 2.54% | HYUNDAI GLOVIS CO LTD (n/a) - 1.35% |
| #15 | PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.16% | DB HITEK CO LTD (n/a) - 1.31% |
| #16 | CONSOLIDATED EDISON INC (ED) - 2.07% | BAJAJ FINANCE LTD (n/a) - 1.28% |
| #17 | PG&E CORP (PCG) - 2.01% | EMAAR PROPERTIES PJSC (n/a) - 1.28% |
| #18 | WEC ENERGY GROUP INC (WEC) - 1.98% | ASIAN PAINTS LTD (n/a) - 1.27% |
| #19 | DTE ENERGY CO (DTE) - 1.64% | WEG SA (n/a) - 1.27% |
| #20 | AMEREN CORP (AEE) - 1.63% | PHISON ELECTRONICS CORP (n/a) - 1.22% |
| #21 | NRG ENERGY INC (NRG) - 1.57% | n/a (n/a) - 1.21% |
| #22 | ATMOS ENERGY CORP (ATO) - 1.54% | n/a (n/a) - 1.19% |
| #23 | EDISON INTERNATIONAL (EIX) - 1.51% | POWSZECHNY ZAKLAD UBEZPIECZEN SA (n/a) - 1.19% |
| #24 | CENTERPOINT ENERGY INC (CNP) - 1.51% | SHRIRAM FINANCE LTD (n/a) - 1.17% |
| #25 | PPL CORP (PPL) - 1.42% | BANK POLSKA KASA OPIEKI SA (n/a) - 1.01% |
| Total Holdings | 34 | 114 |
UPW vs BCHI - Historical Returns
Returns include dividend reinvestment.
1M
UPW
-4.29%
Winner
BCHI
+3.13%
3M
UPW
-9.57%
Winner
BCHI
+26.65%
6M
UPW
+6.37%
Winner
BCHI
+35.66%
1Y
UPW
+15.24%
Winner
BCHI
+55.54%
5Y(CAGR)
UPW
+9.68%
BCHI
N/A
10Y(CAGR)
UPW
+9.88%
BCHI
N/A
Max(CAGR)
UPW
+9.62%
Winner
BCHI
+46.63%
UPW vs BCHI - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UPW | BCHI |
|---|---|---|
| 2026 | +3.69% | +29.40% |
| 2025 | +21.51% | +25.80% |
| 2024 | +33.90% | N/A |
| 2023 | -22.32% | N/A |
| 2022 | -2.69% | N/A |
| 2021 | +39.41% | N/A |
| 2020 | -14.91% | N/A |
| 2019 | +53.17% | N/A |
| 2018 | +4.02% | N/A |
| 2017 | +23.11% | N/A |
| 2016 | +32.68% | N/A |
| 2015 | -13.24% | N/A |
| 2014 | +60.35% | N/A |
| 2013 | +25.28% | N/A |
| 2012 | +2.09% | N/A |
| 2011 | +33.79% | N/A |
| 2010 | +10.71% | N/A |
| 2009 | +14.29% | N/A |
| 2008 | -58.09% | N/A |
| 2007 | +26.28% | N/A |
UPW vs BCHI Drawdown Comparison
The maximum drawdown for UPW was -77.75%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.
The maximum drawdown for BCHI was -14.33%, occurring on Apr 8, 2025. Recovery took 58 trading sessions.
The current UPW drawdown is -14.19%. The current BCHI drawdown is -3.94%.
| Rank | UPW | BCHI |
|---|---|---|
| #1 | -77.75% Dec 10, 2007 - Feb 18, 2014 | -14.33% Feb 18, 2025 - May 12, 2025 |
| #2 | -62.67% Feb 18, 2020 - Apr 1, 2022 | -14.14% Feb 25, 2026 - Apr 17, 2026 |
| #3 | -49.41% Sep 12, 2022 - Sep 30, 2024 | -8.82% Jun 2, 2026 - Jun 10, 2026 |
| #4 | -31.05% Jan 29, 2015 - Mar 16, 2016 | -6.91% May 8, 2026 - May 26, 2026 |
| #5 | -29.26% Apr 8, 2022 - Aug 15, 2022 | -3.71% Oct 29, 2025 - Dec 5, 2025 |
| #6 | -26.93% Nov 14, 2017 - Dec 3, 2018 | -3.37% Sep 16, 2025 - Oct 15, 2025 |
| #7 | -25.06% May 21, 2007 - Dec 5, 2007 | -3.23% Dec 10, 2025 - Dec 23, 2025 |
| #8 | -24.64% Jul 6, 2016 - May 23, 2017 | -2.78% Jun 12, 2025 - Jun 24, 2025 |
| #9 | -22.91% Nov 27, 2024 - Jul 21, 2025 | -1.75% Apr 17, 2026 - Apr 22, 2026 |
| #10 | -19.15% Feb 27, 2026 - Jun 1, 2026 | -1.72% Aug 18, 2025 - Sep 8, 2025 |
| #11 | -18.94% Oct 15, 2025 - Feb 24, 2026 | -1.71% Jul 3, 2025 - Jul 16, 2025 |
| #12 | -18.13% Jun 30, 2014 - Oct 24, 2014 | -1.69% Feb 3, 2026 - Feb 6, 2026 |
| #13 | -17.57% Dec 13, 2018 - Feb 22, 2019 | -1.63% Jan 28, 2026 - Feb 3, 2026 |
| #14 | -12.37% Oct 16, 2024 - Nov 26, 2024 | -1.53% Jul 23, 2025 - Aug 5, 2025 |
| #15 | -11.25% Sep 26, 2019 - Jan 15, 2020 | -1.33% Jan 16, 2026 - Jan 22, 2026 |
Correlation
Correlation between UPW and BCHI is 0.73 which considered as a strong positive correlation - the stocks tend to move together.
0.73
-101
Dividend Comparison (2007 - 2026)
UPW vs BCHI dividend yield comparison.
| Year | UPW | BCHI |
|---|---|---|
| 2026 | 0.30% | 0.00% |
| 2025 | 1.67% | 3.67% |
| 2024 | 1.83% | 0.00% |
| 2023 | 2.40% | 0.00% |
| 2022 | 1.55% | 0.00% |
| 2021 | 1.30% | 0.00% |
| 2020 | 0.83% | 0.00% |
| 2019 | 0.83% | 0.00% |
| 2018 | 1.98% | 0.00% |
| 2017 | 1.51% | 0.00% |
| 2016 | 1.70% | 0.00% |
| 2015 | 2.16% | 0.00% |
| 2014 | 1.70% | 0.00% |
| 2013 | 2.24% | 0.00% |
| 2012 | 1.90% | 0.00% |
| 2011 | 1.79% | 0.00% |
| 2010 | 2.63% | 0.00% |
| 2009 | 2.42% | 0.00% |
| 2008 | 3.71% | 0.00% |
| 2007 | 7.03% | 0.00% |
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