UPW vs IBTR
Comparison between PROSHARES ULTRA UTILITIES (UPW, ETF) and iShares iBonds Dec 2036 Term Treasury ETF (IBTR, ETF).
UPW vs IBTR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UPW
$17M
Winner
IBTR
$17M
Expense Ratio
UPW
N/A
IBTR
0.07%
Max Drawdown
UPW
79.48%
Winner
IBTR
3.37%
Sharpe Ratio
Winner
UPW
-0.01
IBTR
-0.52
5Y Beta
UPW
0.61
Winner
IBTR
0.18
P/E Ratio
UPW
19.39
IBTR
N/A
Forward P/E
UPW
17.81
IBTR
N/A
PEG Ratio
UPW
0.79
IBTR
N/A
5Y Dividends CAGR
UPW
25.54%
IBTR
N/A
5Y EPS CAGR
UPW
12.76%
IBTR
N/A
Debt to Equity
UPW
126.72%
IBTR
N/A
P/S Ratio
UPW
2.82
IBTR
N/A
P/B Ratio
UPW
2.20
IBTR
N/A
UPW vs IBTR - Historical Returns
Returns include dividend reinvestment.
1M
UPW
-12.82%
Winner
IBTR
+0.86%
3M
UPW
-9.25%
Winner
IBTR
+0.20%
6M
UPW
-17.59%
Winner
IBTR
+0.39%
1Y
UPW
+2.25%
IBTR
N/A
5Y(CAGR)
UPW
+12.21%
IBTR
N/A
10Y(CAGR)
UPW
+14.46%
IBTR
N/A
Max(CAGR)
Winner
UPW
+28.12%
IBTR
+0.93%
UPW vs IBTR - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UPW | IBTR |
|---|---|---|
| 2026 | -1.89% | +0.39% |
| 2025 | +26.57% | N/A |
| 2024 | +41.96% | N/A |
| 2023 | -16.95% | N/A |
| 2022 | +1.99% | N/A |
| 2021 | +45.85% | N/A |
| 2020 | -12.23% | N/A |
| 2019 | +57.24% | N/A |
| 2018 | +10.65% | N/A |
| 2017 | +28.82% | N/A |
| 2016 | +48.41% | N/A |
| 2015 | +10.19% | N/A |
| 2014 | +98.39% | N/A |
| 2013 | +59.91% | N/A |
| 2012 | +24.22% | N/A |
| 2011 | +67.22% | N/A |
| 2010 | +49.74% | N/A |
| 2009 | +56.21% | N/A |
| 2008 | -46.54% | N/A |
| 2007 | +134.01% | N/A |
UPW vs IBTR Drawdown Comparison
The maximum drawdown for UPW was -71.55%, occurring on Mar 9, 2009. Recovery took 564 trading sessions.
The maximum drawdown for IBTR was -2.88%, occurring on May 19, 2026. This drawdown has not yet recovered.
The current UPW drawdown is -18.82%. The current IBTR drawdown is -1.30%.
| Rank | UPW | IBTR |
|---|---|---|
| #1 | -71.55% Jun 25, 2008 - Sep 21, 2010 | -2.88% Apr 17, 2026 - May 19, 2026 |
| #2 | -62.67% Feb 18, 2020 - Mar 24, 2022 | -0.45% Apr 14, 2026 - Apr 17, 2026 |
| #3 | -45.81% Sep 12, 2022 - Aug 30, 2024 | -0.20% Apr 2, 2026 - Apr 8, 2026 |
| #4 | -29.26% Apr 8, 2022 - Aug 12, 2022 | -0.18% Apr 8, 2026 - Apr 14, 2026 |
| #5 | -25.82% Nov 14, 2017 - Oct 8, 2018 | -0.13% Mar 31, 2026 - Apr 2, 2026 |
| #6 | -24.87% Jan 10, 2008 - Jun 24, 2008 | -0.07% Mar 26, 2026 - Mar 30, 2026 |
| #7 | -23.81% Jul 6, 2016 - Mar 21, 2017 | N/A |
| #8 | -23.60% Jan 29, 2015 - Oct 20, 2015 | N/A |
| #9 | -23.24% Jul 21, 2011 - Sep 21, 2011 | N/A |
| #10 | -20.83% Feb 27, 2026 - Aug 21, 2026 | N/A |
| #11 | -20.53% Apr 30, 2013 - Jul 23, 2013 | N/A |
| #12 | -20.23% Nov 27, 2024 - May 19, 2025 | N/A |
| #13 | -19.35% Jul 19, 2007 - Sep 26, 2007 | N/A |
| #14 | -18.94% Oct 15, 2025 - Feb 24, 2026 | N/A |
| #15 | -18.13% Jun 30, 2014 - Oct 8, 2014 | N/A |
Correlation
Correlation between UPW and IBTR is 0.46 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.46
-101
Dividend Comparison (2007 - 2026)
UPW vs IBTR dividend yield comparison.
| Year | UPW | IBTR |
|---|---|---|
| 2026 | 0.76% | 1.27% |
| 2025 | 5.48% | 0.00% |
| 2024 | 7.32% | 0.00% |
| 2023 | 9.59% | 0.00% |
| 2022 | 6.19% | 0.00% |
| 2021 | 5.20% | 0.00% |
| 2020 | 3.30% | 0.00% |
| 2019 | 3.33% | 0.00% |
| 2018 | 7.90% | 0.00% |
| 2017 | 6.04% | 0.00% |
| 2016 | 13.45% | 0.00% |
| 2015 | 25.87% | 0.00% |
| 2014 | 20.34% | 0.00% |
| 2013 | 26.86% | 0.00% |
| 2012 | 22.77% | 0.00% |
| 2011 | 21.45% | 0.00% |
| 2010 | 31.57% | 0.00% |
| 2009 | 29.09% | 0.00% |
| 2008 | 44.53% | 0.00% |
| 2007 | 84.39% | 0.00% |
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