UUPP vs WTID

Comparison between PRINCIPAL CLO ETF (UUPP, ETF) and Bank of Montreal (WTID, ETF).

UUPP vs WTID - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UUPP(ETF)	WTID(ETF)
Net Assets	$15M	$15M
Expense Ratio	0.19%	N/A
Max Drawdown	0.02%	92.83%
Sharpe Ratio	4.68	-1.40
5Y Beta	-0.01	-1.65
P/E Ratio	N/A	20.68
Forward P/E	N/A	10.47
PEG Ratio	N/A	1.00
5Y EPS CAGR	N/A	16.35%
Debt to Equity	N/A	16.70%
P/S Ratio	N/A	1.44
P/B Ratio	N/A	2.21

Net Assets

UUPP

$15M

WTID

$15M

Expense Ratio

UUPP

0.19%

WTID

N/A

Max Drawdown

Winner

UUPP

0.02%

WTID

92.83%

Sharpe Ratio

Winner

UUPP

4.68

WTID

-1.40

5Y Beta

UUPP

-0.01

Winner

WTID

-1.65

P/E Ratio

UUPP

N/A

WTID

20.68

Forward P/E

UUPP

N/A

WTID

10.47

PEG Ratio

UUPP

N/A

WTID

1.00

5Y EPS CAGR

UUPP

N/A

WTID

16.35%

Debt to Equity

UUPP

N/A

WTID

16.70%

P/S Ratio

UUPP

N/A

WTID

1.44

P/B Ratio

UUPP

N/A

WTID

2.21

UUPP vs WTID - Holdings Comparison

UUPP and WTID have 0 common holdings. Overlap is 0.00%

UUPP's top 25 holdings weight is 100.00%. WTID's top 25 holdings weight is 106.70%.

Rank	UUPP	WTID
#1	STATE STREET INSTL US GOVT MMKT PREMIER (GVMXX) - 100.00%	EXXON MOBIL CORP (XOM) - 17.70%
#2	N/A	CHEVRON CORP (CVX) - 16.71%
#3	N/A	CONOCOPHILLIPS (COP) - 12.47%
#4	N/A	EQT CORP (EQT) - 8.83%
#5	N/A	VALERO ENERGY CORP (VLO) - 8.71%
#6	N/A	EOG RESOURCES INC (EOG) - 8.68%
#7	N/A	OCCIDENTAL PETROLEUM CORP (OXY) - 8.33%
#8	N/A	MARATHON PETROLEUM CORP (MPC) - 7.78%
#9	N/A	PHILLIPS 66 (PSX) - 6.27%
#10	N/A	DEVON ENERGY CORP (DVN) - 6.06%
#11	N/A	DIAMONDBACK ENERGY INC (FANG) - 5.16%
#12	N/A	N/A
#13	N/A	N/A
#14	N/A	N/A
#15	N/A	N/A
#16	N/A	N/A
#17	N/A	N/A
#18	N/A	N/A
#19	N/A	N/A
#20	N/A	N/A
#21	N/A	N/A
#22	N/A	N/A
#23	N/A	N/A
#24	N/A	N/A
#25	N/A	N/A
Total Holdings	1	11

UUPP vs WTID - Historical Returns

Returns include dividend reinvestment.

Period	UUPP	WTID
1 month	N/A	-2.87%
3 months	N/A	-5.59%
6 months	N/A	-56.91%
1 year	N/A	-66.90%
5 years(CAGR)	N/A	-18.64%
10 years(CAGR)	N/A	-15.96%
Max(CAGR)	+6.84%	-15.96%

UUPP

N/A

WTID

-2.87%

UUPP

N/A

WTID

-5.59%

UUPP

N/A

WTID

-56.91%

UUPP

N/A

WTID

-66.90%

5Y(CAGR)

UUPP

N/A

WTID

-18.64%

10Y(CAGR)

UUPP

N/A

WTID

-15.96%

Max(CAGR)

Winner

UUPP

+6.84%

WTID

-15.96%

UUPP vs WTID - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

Year	UUPP	WTID
2026	+0.40%	-57.05%
2025	N/A	-42.74%
2024	N/A	-4.89%
2023	N/A	-17.12%
2020	N/A	+348.70%
2019	N/A	-76.86%
2018	N/A	+14.74%
2017	N/A	-37.31%

UUPP vs WTID Drawdown Comparison

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

The maximum drawdown for WTID was -92.83%, occurring on Jan 3, 2020. This drawdown has not yet recovered.

The current WTID drawdown is -90.20%.

Rank	UUPP	WTID
#1	-0.02% Jun 10, 2026 - Jun 12, 2026	-92.83% Jun 21, 2017 - Jan 3, 2020
#2	-0.02% Jun 3, 2026 - Jun 8, 2026	-30.58% May 4, 2017 - Jun 14, 2017
#3	N/A	-28.91% Mar 23, 2017 - May 4, 2017
#4	N/A	-13.29% Jan 10, 2017 - Mar 8, 2017
#5	N/A	-5.34% Mar 14, 2017 - Mar 21, 2017
#6	N/A	-2.13% Jun 15, 2017 - Jun 19, 2017
#7	N/A	-0.78% Jan 5, 2017 - Jan 9, 2017

Correlation

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

-1.00

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