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UST vs SHRY

Comparison between PROSHARES ULTRA 7-10 YEAR TREASURY (UST, ETF) and FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF).

5-Year PerformanceSHRY has outperformed UST, delivering a return of +8.5% compared to -7.9%

UST vs SHRY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UST
$15M
SHRY
$15M
Expense Ratio
UST
N/A
SHRY
0.60%
Max Drawdown
UST
49.80%
Winner
SHRY
36.67%
Sharpe Ratio
UST
-0.37
Winner
SHRY
0.31
5Y Beta
Winner
UST
-0.06
SHRY
0.59
P/E Ratio
UST
N/A
SHRY
14.64
Forward P/E
UST
N/A
SHRY
12.08
PEG Ratio
UST
N/A
SHRY
0.44
5Y Dividends CAGR
Winner
UST
35.09%
SHRY
15.53%
5Y EPS CAGR
UST
N/A
SHRY
13.93%
Debt to Equity
UST
N/A
SHRY
77.41%
P/S Ratio
UST
N/A
SHRY
1.32
P/B Ratio
UST
N/A
SHRY
3.17

UST vs SHRY - Historical Returns

Returns include dividend reinvestment.

1M
UST
-3.22%
Winner
SHRY
+6.93%
3M
UST
-4.23%
Winner
SHRY
+3.15%
6M
UST
-4.25%
Winner
SHRY
+5.23%
1Y
UST
+0.41%
Winner
SHRY
+7.17%
5Y(CAGR)
UST
-7.88%
Winner
SHRY
+8.46%
10Y(CAGR)
UST
-2.53%
Winner
SHRY
+11.15%
Max(CAGR)
UST
+2.37%
Winner
SHRY
+11.15%

UST vs SHRY - Annual Returns (2010 - 2026)

Returns include dividend reinvestment.

YearUSTSHRY
2026-4.58%+7.72%
2025+11.29%+7.21%
2024-5.29%+17.84%
2023-1.29%+17.52%
2022-29.42%-14.18%
2021-8.01%+31.62%
2020+18.04%+11.50%
2019+12.75%+30.14%
2018-0.53%-9.35%
2017+3.38%+10.12%
2016-0.26%N/A
2015+0.95%N/A
2014+16.90%N/A
2013-11.74%N/A
2012+7.81%N/A
2011+31.91%N/A
2010+14.49%N/A

UST vs SHRY Drawdown Comparison

The maximum drawdown for UST was -48.00%, occurring on Oct 19, 2023. This drawdown has not yet recovered.

The maximum drawdown for SHRY was -36.67%, occurring on Mar 23, 2020. Recovery took 190 trading sessions.

The current UST drawdown is -39.53%.

RankUSTSHRY
#1-48.00%
Aug 4, 2020 - Oct 19, 2023
-36.67%
Feb 12, 2020 - Nov 11, 2020
#2-20.06%
Jul 8, 2016 - Aug 1, 2019
-23.94%
Jan 4, 2022 - Dec 26, 2023
#3-17.55%
May 2, 2013 - Dec 12, 2014
-19.56%
Sep 21, 2018 - Apr 24, 2019
#4-15.50%
Nov 4, 2010 - Jul 29, 2011
-15.34%
Nov 29, 2024 - Jun 30, 2025
#5-10.71%
Jan 30, 2015 - Feb 2, 2016
-10.31%
Jan 26, 2018 - Aug 28, 2018
#6-9.13%
Mar 9, 2020 - Apr 1, 2020
-7.52%
Apr 24, 2019 - Jul 1, 2019
#7-8.62%
Sep 22, 2011 - Dec 19, 2011
-7.20%
Oct 6, 2025 - Jan 14, 2026
#8-7.60%
Jan 31, 2012 - May 4, 2012
-6.56%
Mar 2, 2026 - Jul 24, 2026
#9-6.86%
Sep 4, 2019 - Feb 21, 2020
-6.37%
Jul 26, 2019 - Sep 12, 2019
#10-6.28%
Jul 25, 2012 - Apr 26, 2013
-5.49%
Mar 28, 2024 - May 15, 2024
#11-5.24%
Feb 11, 2016 - Jun 9, 2016
-4.90%
Sep 2, 2021 - Oct 21, 2021
#12-4.57%
Mar 17, 2010 - Apr 27, 2010
-4.77%
Sep 12, 2019 - Oct 28, 2019
#13-4.41%
Aug 31, 2010 - Sep 27, 2010
-4.54%
Nov 16, 2021 - Dec 23, 2021
#14-4.20%
Oct 7, 2010 - Nov 4, 2010
-4.52%
Jan 20, 2021 - Feb 8, 2021
#15-3.99%
Apr 21, 2020 - Jul 21, 2020
-4.50%
Jul 3, 2025 - Oct 2, 2025

Correlation

Correlation between UST and SHRY is -0.50 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.50
-101

Dividend Comparison (2011 - 2026)

UST vs SHRY dividend yield comparison.

YearUSTSHRY
20261.25%0.70%
20253.65%1.73%
20244.09%1.76%
20233.49%1.49%
20220.47%1.52%
20210.27%0.98%
20200.53%1.65%
20191.42%1.54%
20181.71%1.89%
20170.84%0.55%
20160.64%0.00%
20150.75%0.00%
20144.91%0.00%
20120.02%0.00%
20110.02%0.00%

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