UUPP vs DVGR
Comparison between PRINCIPAL CLO ETF (UUPP, ETF) and DAC 3D DIVIDEND GROWTH ETF (DVGR, ETF).
UUPP vs DVGR - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UUPP vs DVGR - Holdings Comparison
UUPP and DVGR have 0 common holdings. Overlap is 0.00%
UUPP's top 25 holdings weight is 100.00%. DVGR's top 25 holdings weight is 82.65%.
| Rank | UUPP | DVGR |
|---|---|---|
| #1 | STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 100.00% | MICROSOFT CORP (MSFT) - 5.45% |
| #2 | N/A | BROADCOM INC (AVGO) - 4.88% |
| #3 | N/A | ORACLE CORP (ORCL) - 4.68% |
| #4 | N/A | UNITEDHEALTH GROUP INC (UNH) - 4.11% |
| #5 | N/A | JPMORGAN CHASE & CO (JPM) - 3.99% |
| #6 | N/A | NEXTERA ENERGY INC (NEE) - 3.94% |
| #7 | N/A | COSTCO WHOLESALE CORP (COST) - 3.93% |
| #8 | N/A | THE GOLDMAN SACHS GROUP INC (GS) - 3.83% |
| #9 | N/A | VISA INC CLASS A (V) - 3.72% |
| #10 | N/A | HEICO CORP (HEI) - 3.68% |
| #11 | N/A | ENBRIDGE INC (n/a) - 3.32% |
| #12 | N/A | KLA CORP (KLAC) - 3.09% |
| #13 | N/A | AMGEN INC (AMGN) - 3.08% |
| #14 | N/A | LOWE'S COMPANIES INC (LOW) - 3.00% |
| #15 | N/A | CANADIAN NATURAL RESOURCES LTD (CNQ) - 2.95% |
| #16 | N/A | PARKER HANNIFIN CORP (PH) - 2.91% |
| #17 | N/A | TEXAS INSTRUMENTS INC (TXN) - 2.87% |
| #18 | N/A | LEMAITRE VASCULAR INC (LMAT) - 2.63% |
| #19 | N/A | CINTAS CORP (CTAS) - 2.58% |
| #20 | N/A | NOVO NORDISK AS ADR (NVO) - 2.56% |
| #21 | N/A | MCKESSON CORP (MCK) - 2.51% |
| #22 | N/A | WILLIAMS-SONOMA INC (WSM) - 2.38% |
| #23 | N/A | COMFORT SYSTEMS USA INC (FIX) - 2.32% |
| #24 | N/A | NASDAQ INC (NDAQ) - 2.13% |
| #25 | N/A | NIKE INC CLASS B (NKE) - 2.11% |
| Total Holdings | 1 | 39 |
UUPP vs DVGR - Historical Returns
Returns include dividend reinvestment.
UUPP vs DVGR - Annual Returns (2025 - 2026)
Returns include dividend reinvestment.
| Year | UUPP | DVGR |
|---|---|---|
| 2026 | +0.77% | +6.28% |
| 2025 | N/A | -0.65% |
UUPP vs DVGR Drawdown Comparison
The maximum drawdown for UUPP was -0.19%, occurring on Jul 20, 2026. Recovery took 9 trading sessions.
The maximum drawdown for DVGR was -8.19%, occurring on Mar 30, 2026. Recovery took 56 trading sessions.
The current DVGR drawdown is -1.88%.
| Rank | UUPP | DVGR |
|---|---|---|
| #1 | -0.19% Jul 8, 2026 - Jul 21, 2026 | -8.19% Jan 26, 2026 - Apr 16, 2026 |
| #2 | -0.04% Jun 23, 2026 - Jun 26, 2026 | -3.46% Jun 4, 2026 - Jun 26, 2026 |
| #3 | -0.02% Jun 10, 2026 - Jun 12, 2026 | -2.93% Dec 11, 2025 - Dec 26, 2025 |
| #4 | -0.02% Jun 3, 2026 - Jun 8, 2026 | -1.83% Jan 16, 2026 - Jan 26, 2026 |
| #5 | -0.01% Jun 18, 2026 - Jun 23, 2026 | -1.82% May 6, 2026 - May 29, 2026 |
| #6 | N/A | -1.42% Apr 24, 2026 - May 5, 2026 |
| #7 | N/A | -1.27% Dec 26, 2025 - Jan 5, 2026 |
| #8 | N/A | -0.99% Dec 5, 2025 - Dec 10, 2025 |
| #9 | N/A | -0.94% Jan 6, 2026 - Jan 9, 2026 |
| #10 | N/A | -0.85% Jan 12, 2026 - Jan 16, 2026 |
| #11 | N/A | -0.65% Jun 2, 2026 - Jun 4, 2026 |
| #12 | N/A | -0.42% Apr 20, 2026 - Apr 22, 2026 |
Correlation
Correlation between UUPP and DVGR is -0.65 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.
Dividend Comparison (2025 - 2026)
UUPP vs DVGR dividend yield comparison.
| Year | UUPP | DVGR |
|---|---|---|
| 2026 | 0.49% | 0.56% |
| 2025 | 0.00% | 0.05% |
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