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UUUG vs SHRY

Comparison between Leverage Shares 2X Long UUUU Daily ETF (UUUG, ETF) and FIRST TRUST BLOOMBERG SHAREHOLDER YIELD ETF (SHRY, ETF).

UUUG vs SHRY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UUUG
$18M
SHRY
$18M
Expense Ratio
UUUG
N/A
SHRY
0.60%
Max Drawdown
UUUG
79.88%
Winner
SHRY
36.67%
Sharpe Ratio
UUUG
-0.30
Winner
SHRY
0.36
5Y Beta
UUUG
5.82
Winner
SHRY
0.60
P/E Ratio
UUUG
N/A
SHRY
14.57
Forward P/E
UUUG
N/A
SHRY
12.07
PEG Ratio
UUUG
N/A
SHRY
0.43
5Y Dividends CAGR
UUUG
N/A
SHRY
11.17%
5Y EPS CAGR
UUUG
N/A
SHRY
13.72%
Debt to Equity
UUUG
N/A
SHRY
75.23%
P/S Ratio
UUUG
N/A
SHRY
1.28
P/B Ratio
UUUG
N/A
SHRY
3.13

UUUG vs SHRY - Holdings Comparison

UUUG and SHRY have 0 common holdings. Overlap is 0.00%

UUUG's top 25 holdings weight is 8.74%. SHRY's top 25 holdings weight is 75.12%.

RankUUUGSHRY
#1
FIRST AMERICAN TREASURY OBLIGS X (FXFXX) - 8.74%
FOX CORP CLASS A (FOXA) - 5.43%
#2N/A
QUALCOMM INC (QCOM) - 5.38%
#3N/A
METLIFE INC (MET) - 5.07%
#4N/A
PAYPAL HOLDINGS INC (PYPL) - 4.42%
#5N/A
COMCAST CORP CLASS A (CMCSA) - 4.19%
#6N/A
FISERV INC (FISV) - 4.19%
#7N/A
D.R. HORTON INC (DHI) - 3.86%
#8N/A
AMERIPRISE FINANCIAL INC (AMP) - 3.49%
#9N/A
ADOBE INC (ADBE) - 3.30%
#10N/A
ALTRIA GROUP INC (MO) - 2.86%
#11N/A
THE KROGER CO (KR) - 2.86%
#12N/A
SLB LTD (SLB) - 2.85%
#13N/A
CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 2.79%
#14N/A
AFLAC INC (AFL) - 2.69%
#15N/A
AUTOMATIC DATA PROCESSING INC (ADP) - 2.33%
#16N/A
BOOKING HOLDINGS INC (BKNG) - 2.31%
#17N/A
ALLSTATE CORP (ALL) - 2.13%
#18N/A
HCA HEALTHCARE INC (HCA) - 2.10%
#19N/A
CONOCOPHILLIPS (COP) - 2.09%
#20N/A
VALERO ENERGY CORP (VLO) - 2.06%
#21N/A
UNITED PARCEL SERVICE INC CLASS B (UPS) - 1.92%
#22N/A
COLGATE-PALMOLIVE CO (CL) - 1.89%
#23N/A
PHILLIPS 66 (PSX) - 1.69%
#24N/A
CHENIERE ENERGY INC (LNG) - 1.64%
#25N/A
UNION PACIFIC CORP (UNP) - 1.58%
Total Holdings151

UUUG vs SHRY - Historical Returns

Returns include dividend reinvestment.

1M
UUUG
-53.74%
Winner
SHRY
-0.40%
3M
UUUG
-56.03%
Winner
SHRY
-2.34%
6M
UUUG
N/A
SHRY
+5.28%
1Y
UUUG
N/A
SHRY
+7.66%
5Y(CAGR)
UUUG
N/A
SHRY
+7.94%
10Y(CAGR)
UUUG
N/A
SHRY
+10.90%
Max(CAGR)
UUUG
-90.96%
Winner
SHRY
+10.90%

UUUG vs SHRY - Annual Returns (2017 - 2026)

Returns include dividend reinvestment.

YearUUUGSHRY
2026-60.98%+4.04%
2025N/A+7.21%
2024N/A+17.84%
2023N/A+17.52%
2022N/A-14.18%
2021N/A+31.62%
2020N/A+11.50%
2019N/A+30.14%
2018N/A-9.35%
2017N/A+10.12%

UUUG vs SHRY Drawdown Comparison

The maximum drawdown for UUUG was -79.88%, occurring on Jun 5, 2026. 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 UUUG drawdown is -79.88%. The current SHRY drawdown is -3.39%.

RankUUUGSHRY
#1-79.88%
Jan 28, 2026 - Jun 5, 2026
-36.67%
Feb 12, 2020 - Nov 11, 2020
#2-16.57%
Jan 23, 2026 - Jan 28, 2026
-23.94%
Jan 4, 2022 - Dec 26, 2023
#3-8.56%
Jan 20, 2026 - Jan 22, 2026
-19.56%
Sep 21, 2018 - Apr 24, 2019
#4N/A-15.34%
Nov 29, 2024 - Jun 30, 2025
#5N/A-10.31%
Jan 26, 2018 - Aug 28, 2018
#6N/A-7.52%
Apr 24, 2019 - Jul 1, 2019
#7N/A-7.20%
Oct 6, 2025 - Jan 14, 2026
#8N/A-6.37%
Jul 26, 2019 - Sep 12, 2019
#9N/A-5.49%
Mar 28, 2024 - May 15, 2024
#10N/A-5.13%
Mar 2, 2026 - Mar 18, 2026
#11N/A-4.90%
Sep 2, 2021 - Oct 21, 2021
#12N/A-4.77%
Sep 12, 2019 - Oct 28, 2019
#13N/A-4.54%
Nov 16, 2021 - Dec 23, 2021
#14N/A-4.52%
Jan 20, 2021 - Feb 8, 2021
#15N/A-4.50%
Jul 3, 2025 - Oct 2, 2025

Correlation

Correlation between UUUG and SHRY is 0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

0.24
-101

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