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UVIX vs MDIV

Comparison between 2x Long VIX Futures ETF (UVIX, ETF) and MULTI-ASSET DIVERSIFIED INCOME INDEX FUND (MDIV, ETF).

UVIX vs MDIV - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UVIX
$411M
Winner
MDIV
$412M
Expense Ratio
UVIX
N/A
MDIV
0.71%
Max Drawdown
UVIX
99.98%
Winner
MDIV
56.95%
Sharpe Ratio
UVIX
-1.37
Winner
MDIV
0.97
5Y Beta
Winner
UVIX
-7.51
MDIV
0.31
P/E Ratio
UVIX
N/A
MDIV
12.68
Forward P/E
UVIX
N/A
MDIV
12.44
5Y Dividends CAGR
UVIX
N/A
MDIV
4.76%
5Y EPS CAGR
UVIX
N/A
MDIV
2.33%
P/S Ratio
UVIX
N/A
MDIV
1.31
P/B Ratio
UVIX
N/A
MDIV
0.70

UVIX vs MDIV - Holdings Comparison

UVIX and MDIV have 0 common holdings. Overlap is 0.00%

UVIX's top 25 holdings weight is 16.17%. MDIV's top 25 holdings weight is 49.11%.

RankUVIXMDIV
#1
FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 16.17%
FIRST TRUST TACTICAL HIGH YIELD ETF (HYLS) - 20.06%
#2N/A
MORGAN STANLEY DR (MS-PRE) - 2.02%
#3N/A
TXO PARTNERS LP (TXO) - 1.74%
#4N/A
MACH NATURAL RESOURCES LP (MNR) - 1.66%
#5N/A
ARMOUR RESIDENTIAL REIT INC (ARR) - 1.55%
#6N/A
n/a (IEP) - 1.51%
#7N/A
CHIMERA INVESTMENT CORP (CIM) - 1.37%
#8N/A
AGNC INVESTMENT CORP (AGNC) - 1.32%
#9N/A
KIMBELL ROYALTY PARTNERS LP (KRP) - 1.30%
#10N/A
ANNALY CAPITAL MANAGEMENT INC (NLY) - 1.28%
#11N/A
DORCHESTER MINERALS LP (DMLP) - 1.21%
#12N/A
APPLE HOSPITALITY REIT INC (APLE) - 1.15%
#13N/A
n/a (CIM-PRB) - 1.11%
#14N/A
n/a (ARI) - 1.10%
#15N/A
ALLIANCE RESOURCE PARTNERS LP (ARLP) - 1.08%
#16N/A
CROSSAMERICA PARTNERS LP (CAPL) - 1.04%
#17N/A
AMERICAN ASSETS TRUST INC (AAT) - 1.03%
#18N/A
RITHM CAPITAL CORP SERIES B (RITM-PRB) - 1.02%
#19N/A
RITHM CAPITAL CORP (RITM) - 0.97%
#20N/A
n/a (AGNCN) - 0.96%
#21N/A
n/a (AGNCO) - 0.95%
#22N/A
WESTERN MIDSTREAM PARTNERS LP (WES) - 0.93%
#23N/A
DELEK LOGISTICS PARTNERS LP (DKL) - 0.92%
#24N/A
ANNALY CAPITAL MANAGEMENT INC PFD (NLY-PRI) - 0.92%
#25N/A
PLAINS ALL AMERICAN PIPELINE LP (PAA) - 0.91%
Total Holdings1124

UVIX vs MDIV - Historical Returns

Returns include dividend reinvestment.

1M
UVIX
-28.85%
Winner
MDIV
-1.32%
3M
UVIX
-60.15%
Winner
MDIV
+3.08%
6M
UVIX
-44.31%
Winner
MDIV
+7.59%
1Y
UVIX
-87.97%
Winner
MDIV
+10.68%
5Y(CAGR)
UVIX
-84.02%
Winner
MDIV
+5.81%
10Y(CAGR)
UVIX
N/A
MDIV
+4.70%
Max(CAGR)
UVIX
-84.02%
Winner
MDIV
+4.75%

UVIX vs MDIV - Annual Returns (2012 - 2026)

Returns include dividend reinvestment.

YearUVIXMDIV
2026-40.04%+7.11%
2025-83.82%+3.39%
2024-75.16%+9.49%
2023-95.22%+11.51%
2022-62.08%-4.81%
2021N/A+17.67%
2020N/A-14.93%
2019N/A+17.66%
2018N/A-6.11%
2017N/A+4.95%
2016N/A+11.26%
2015N/A-8.76%
2014N/A+8.75%
2013N/A+8.41%
2012N/A+0.64%

UVIX vs MDIV Drawdown Comparison

The maximum drawdown for UVIX was -99.98%, occurring on Jun 16, 2026. This drawdown has not yet recovered.

The maximum drawdown for MDIV was -48.50%, occurring on Mar 18, 2020. Recovery took 501 trading sessions.

The current UVIX drawdown is -99.97%. The current MDIV drawdown is -1.73%.

RankUVIXMDIV
#1-99.98%
May 9, 2022 - Jun 16, 2026
-48.50%
Jan 16, 2020 - Jan 11, 2022
#2-30.45%
Apr 29, 2022 - May 9, 2022
-19.82%
Aug 29, 2014 - Aug 29, 2016
#3-23.04%
Apr 11, 2022 - Apr 22, 2022
-13.01%
Feb 2, 2023 - Dec 13, 2023
#4-15.54%
Mar 31, 2022 - Apr 6, 2022
-12.62%
Apr 20, 2022 - Feb 2, 2023
#5-9.01%
Apr 27, 2022 - Apr 29, 2022
-12.37%
Aug 21, 2018 - Feb 19, 2019
#6-5.16%
Apr 6, 2022 - Apr 11, 2022
-9.61%
Nov 29, 2024 - Aug 22, 2025
#7-4.82%
Apr 22, 2022 - Apr 26, 2022
-8.93%
Sep 7, 2016 - Jan 24, 2017
#8N/A-8.17%
May 17, 2013 - Mar 18, 2014
#9N/A-8.01%
Jan 23, 2018 - Aug 7, 2018
#10N/A-6.37%
Oct 18, 2012 - Jan 2, 2013
#11N/A-4.37%
Jan 14, 2022 - Mar 29, 2022
#12N/A-4.13%
Jul 30, 2019 - Sep 16, 2019
#13N/A-3.48%
Apr 1, 2024 - May 3, 2024
#14N/A-3.39%
Aug 29, 2025 - Jan 8, 2026
#15N/A-3.32%
Jul 1, 2014 - Aug 20, 2014

Correlation

Correlation between UVIX and MDIV is -0.54 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.54
-101

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