UUPP vs RAAY

Comparison between PRINCIPAL CLO ETF (UUPP, ETF) and RECKONER YIELD ENHANCED AAA CLO ANNUAL ETF (RAAY, ETF).

UUPP vs RAAY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UUPP(ETF)	RAAY(ETF)
Net Assets	$15M	$15M
Expense Ratio	0.19%	0.35%
Max Drawdown	0.02%	0.62%
Sharpe Ratio	4.68	0.88
5Y Beta	-0.01	0.01

Net Assets

UUPP

$15M

Winner

RAAY

$15M

Expense Ratio

Winner

UUPP

0.19%

RAAY

0.35%

Max Drawdown

Winner

UUPP

0.02%

RAAY

0.62%

Sharpe Ratio

Winner

UUPP

4.68

RAAY

0.88

5Y Beta

Winner

UUPP

-0.01

RAAY

0.01

UUPP vs RAAY - Historical Returns

Returns include dividend reinvestment.

Period	UUPP	RAAY
1 month	N/A	+0.28%
3 months	N/A	+1.81%
Max(CAGR)	+6.84%	+5.16%

UUPP

N/A

RAAY

+0.28%

UUPP

N/A

RAAY

+1.81%

Max(CAGR)

Winner

UUPP

+6.84%

RAAY

+5.16%

UUPP vs RAAY - Annual Returns (2026 - 2026)

Returns include dividend reinvestment.

Year	UUPP	RAAY
2026	+0.40%	+1.68%

UUPP vs RAAY Drawdown Comparison

The maximum drawdown for UUPP was -0.02%, occurring on Jun 11, 2026. Recovery took 2 trading sessions.

The maximum drawdown for RAAY was -0.62%, occurring on Mar 9, 2026. Recovery took 23 trading sessions.

The current RAAY drawdown is -0.04%.

Rank	UUPP	RAAY
#1	-0.02% Jun 10, 2026 - Jun 12, 2026	-0.62% Mar 2, 2026 - Apr 2, 2026
#2	-0.02% Jun 3, 2026 - Jun 8, 2026	-0.23% May 29, 2026 - Jun 3, 2026
#3	N/A	-0.13% Feb 23, 2026 - Mar 2, 2026
#4	N/A	-0.12% Feb 17, 2026 - Feb 23, 2026
#5	N/A	-0.02% Apr 20, 2026 - Apr 24, 2026
#6	N/A	-0.01% May 18, 2026 - May 22, 2026
#7	N/A	-0.00% Apr 27, 2026 - Apr 29, 2026
#8	N/A	-0.00% May 6, 2026 - May 8, 2026

Correlation

Correlation between UUPP and RAAY is -1.00 which considered as a very strong negative correlation - the stocks move almost identically in opposite directions.

-1.00

-101