UPW vs LIVR

Comparison between PROSHARES ULTRA UTILITIES (UPW, ETF) and Intelligent Livermore ETF (LIVR, ETF).

UPW vs LIVR - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UPW(ETF)	LIVR(ETF)
Net Assets	$18M	$18M
Expense Ratio	N/A	0.69%
Max Drawdown	79.48%	25.73%
Sharpe Ratio	0.49	0.50
5Y Beta	0.62	0.92
P/E Ratio	20.60	22.99
Forward P/E	18.81	17.52
PEG Ratio	0.83	0.29
5Y Dividends CAGR	25.55%	N/A
5Y EPS CAGR	13.01%	32.21%
Debt to Equity	126.20%	67.70%
P/S Ratio	2.94	3.70
P/B Ratio	2.32	3.74

Net Assets

UPW

$18M

LIVR

$18M

Expense Ratio

UPW

N/A

LIVR

0.69%

Max Drawdown

UPW

79.48%

Winner

LIVR

25.73%

Sharpe Ratio

UPW

0.49

Winner

LIVR

0.50

5Y Beta

Winner

UPW

0.62

LIVR

0.92

P/E Ratio

Winner

UPW

20.60

LIVR

22.99

Forward P/E

UPW

18.81

Winner

LIVR

17.52

PEG Ratio

UPW

0.83

Winner

LIVR

0.29

5Y Dividends CAGR

UPW

25.55%

LIVR

N/A

5Y EPS CAGR

UPW

13.01%

Winner

LIVR

32.21%

Debt to Equity

UPW

126.20%

Winner

LIVR

67.70%

P/S Ratio

Winner

UPW

2.94

LIVR

3.70

P/B Ratio

Winner

UPW

2.32

LIVR

3.74

UPW vs LIVR - Holdings Comparison

UPW and LIVR have 2 common holdings. Overlap is 1.24%

UPW's top 25 holdings weight is 78.76%. LIVR's top 25 holdings weight is 61.69%.

Rank	UPW	LIVR
#1	CASH (n/a) - 13.91%	NVIDIA CORP (NVDA) - 4.62%
#2	NEXTERA ENERGY INC (NEE) - 9.15%	MARVELL TECHNOLOGY INC (MRVL) - 4.57%
#3	SOUTHERN CO (SO) - 5.44%	SPDR® GOLD SHARES (GLD) - 4.33%
#4	DUKE ENERGY CORP (DUK) - 4.98%	FANUC CORP ADR (FANUY) - 3.69%
#5	CONSTELLATION ENERGY CORP (CEG) - 3.84%	FUJIKURA LTD ADR (FJIKY) - 3.17%
#6	AMERICAN ELECTRIC POWER CO INC (AEP) - 3.73%	NU HOLDINGS LTD ORDINARY SHARES CLASS A (NU) - 2.89%
#7	DOMINION ENERGY INC (D) - 3.03%	CREDICORP LTD (BAP) - 2.83%
#8	SEMPRA (SRE) - 3.03%	ARISTA NETWORKS INC (ANET) - 2.52%
#9	ENTERGY CORP (ETR) - 2.62%	WESTERN DIGITAL CORP (WDC) - 2.30%
#10	XCEL ENERGY INC (XEL) - 2.53%	ALPHABET INC CLASS A (GOOGL) - 2.28%
#11	VISTRA CORP (VST) - 2.47%	DATADOG INC CLASS A (DDOG) - 2.23%
#12	EXELON CORP (EXC) - 2.40%	SOUTHERN COPPER CORP (SCCO) - 2.18%
#13	CONSOLIDATED EDISON INC (ED) - 2.08%	ENEOS HOLDINGS INC ADR (JXHLY) - 2.14%
#14	PUBLIC SERVICE ENTERPRISE GROUP INC (PEG) - 2.03%	META PLATFORMS INC CLASS A (META) - 1.99%
#15	UTILITIES SELECT SECTOR INDEX SWAP (n/a) - 1.97%	AEON CO LTD ADR (AONNY) - 1.97%
#16	WEC ENERGY GROUP INC (WEC) - 1.92%	MICROSOFT CORP (MSFT) - 1.96%
#17	PG&E CORP (PCG) - 1.85%	QUALCOMM INC (QCOM) - 1.90%
#18	DTE ENERGY CO (DTE) - 1.59%	BANDAI NAMCO HOLDINGS INC ADR (NCBDY) - 1.88%
#19	AMEREN CORP (AEE) - 1.58%	WORKDAY INC CLASS A (WDAY) - 1.86%
#20	NRG ENERGY INC (NRG) - 1.51%	MICRON TECHNOLOGY INC (MU) - 1.82%
#21	ATMOS ENERGY CORP (ATO) - 1.47%	APPLIED MATERIALS INC (AMAT) - 1.81%
#22	CENTERPOINT ENERGY INC (CNP) - 1.45%	IHI CORP ADR (IHICY) - 1.80%
#23	EDISON INTERNATIONAL (EIX) - 1.44%	DENSO CORP ADR (DNZOY) - 1.79%
#24	EVERSOURCE ENERGY (ES) - 1.38%	SONY GROUP CORP ADR (SONY) - 1.58%
#25	PPL CORP (PPL) - 1.36%	NOMURA RESEARCH INSTITUTE LTD ADR (NRILY) - 1.58%
Total Holdings	33	67

UPW vs LIVR - Historical Returns

Returns include dividend reinvestment.

Period	UPW	LIVR
1 month	+3.87%	+4.42%
3 months	-0.61%	+9.94%
6 months	+15.98%	+20.71%
1 year	+16.53%	+11.61%
5 years(CAGR)	+11.64%	N/A
10 years(CAGR)	+9.86%	N/A
Max(CAGR)	+10.01%	+17.30%

UPW

+3.87%

Winner

LIVR

+4.42%

UPW

-0.61%

Winner

LIVR

+9.94%

UPW

+15.98%

Winner

LIVR

+20.71%

Winner

UPW

+16.53%

LIVR

+11.61%

5Y(CAGR)

UPW

+11.64%

LIVR

N/A

10Y(CAGR)

UPW

+9.86%

LIVR

N/A

Max(CAGR)

UPW

+10.01%

Winner

LIVR

+17.30%

UPW vs LIVR - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UPW	LIVR
2026	+12.18%	N/A
2025	+21.51%	+20.91%
2024	+33.90%	-3.42%
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 LIVR Drawdown Comparison

The maximum drawdown for UPW was -77.75%, occurring on Mar 9, 2009. Recovery took 1557 trading sessions.

The maximum drawdown for LIVR was -25.59%, occurring on Apr 8, 2025. Recovery took 185 trading sessions.

The current UPW drawdown is -7.18%. The current LIVR drawdown is -1.41%.

Rank	UPW	LIVR
#1	-77.75% Dec 10, 2007 - Feb 18, 2014	-25.59% Oct 4, 2024 - Jul 3, 2025
#2	-62.67% Feb 18, 2020 - Apr 1, 2022	-2.39% Jul 3, 2025 - Jul 23, 2025
#3	-49.41% Sep 12, 2022 - Sep 30, 2024	-1.89% Aug 18, 2025 - Aug 28, 2025
#4	-31.05% Jan 29, 2015 - Mar 16, 2016	-1.88% Jul 30, 2025 - Aug 6, 2025
#5	-29.26% Apr 8, 2022 - Aug 15, 2022	-1.61% Aug 28, 2025 - Sep 8, 2025
#6	-26.93% Nov 14, 2017 - Dec 3, 2018	-1.50% Sep 22, 2025 - Sep 25, 2025
#7	-25.06% May 21, 2007 - Dec 5, 2007	-0.70% Sep 19, 2024 - Sep 24, 2024
#8	-24.64% Jul 6, 2016 - May 23, 2017	-0.64% Sep 27, 2024 - Oct 1, 2024
#9	-22.91% Nov 27, 2024 - Jul 21, 2025	-0.54% Sep 24, 2024 - Sep 26, 2024
#10	-19.15% Feb 27, 2026 - Jun 1, 2026	-0.48% Aug 8, 2025 - Aug 12, 2025
#11	-18.94% Oct 15, 2025 - Feb 24, 2026	-0.38% Sep 11, 2025 - Sep 15, 2025
#12	-18.13% Jun 30, 2014 - Oct 24, 2014	-0.24% Sep 8, 2025 - Sep 10, 2025
#13	-17.57% Dec 13, 2018 - Feb 22, 2019	-0.19% Jul 24, 2025 - Jul 28, 2025
#14	-12.37% Oct 16, 2024 - Nov 26, 2024	-0.18% Aug 13, 2025 - Aug 15, 2025
#15	-11.25% Sep 26, 2019 - Jan 15, 2020	-0.10% Jul 28, 2025 - Jul 30, 2025

Correlation

Correlation between UPW and LIVR is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (2007 - 2026)

UPW vs LIVR dividend yield comparison.

Year	UPW	LIVR
2026	0.67%	0.00%
2025	1.67%	0.00%
2024	1.83%	0.19%
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%