UWM vs FDM
Comparison between PROSHARES ULTRA RUSSELL2000 (UWM, ETF) and FIRST TRUST DOW JONES SELECT MICROCAP INDEX FUND (FDM, ETF).
5-Year PerformanceFDM has outperformed UWM, delivering a return of +9.1% compared to +2.1%
UWM vs FDM - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UWM
$249M
FDM
$249M
Expense Ratio
UWM
N/A
FDM
0.60%
Max Drawdown
UWM
88.54%
Winner
FDM
64.00%
Sharpe Ratio
Winner
UWM
1.54
FDM
1.35
5Y Beta
UWM
2.20
Winner
FDM
0.94
P/E Ratio
UWM
1785.47
Winner
FDM
19.31
Forward P/E
UWM
14.02
Winner
FDM
11.51
5Y Dividends CAGR
Winner
UWM
80.23%
FDM
8.95%
5Y EPS CAGR
UWM
N/A
FDM
5.40%
Debt to Equity
Winner
UWM
32.51%
FDM
120.37%
P/S Ratio
UWM
1.39
Winner
FDM
0.88
P/B Ratio
UWM
2.08
Winner
FDM
1.44
UWM vs FDM - Holdings Comparison
UWM and FDM have 122 common holdings. Overlap is 1.58%
UWM's top 25 holdings weight is 19.00%. FDM's top 25 holdings weight is 33.73%.
| Rank | UWM | FDM |
|---|---|---|
| #1 | CTE PROSHARES TRUST M (n/a) - 6.30% | DAUCH CORP (DCH) - 2.09% |
| #2 | RUSSELL 2000 INDEX SWAP (n/a) - 3.22% | STOKE THERAPEUTICS INC (STOK) - 1.99% |
| #3 | CASH (n/a) - 2.66% | TETRA TECHNOLOGIES INC (TTI) - 1.97% |
| #4 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.62% | NWPX INFRASTRUCTURE INC (NWPX) - 1.56% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 0.53% | AMERESCO INC CLASS A (AMRC) - 1.49% |
| #6 | FABRINET (FN) - 0.46% | DELUXE CORP (DLX) - 1.45% |
| #7 | IONQ INC CLASS A (IONQ) - 0.43% | DOUGLAS DYNAMICS INC (PLOW) - 1.41% |
| #8 | ECHOSTAR CORP CLASS A (SATS) - 0.41% | USA TODAY CO INC (TDAY) - 1.31% |
| #9 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.35% | UNITED FIRE GROUP INC (UFCS) - 1.30% |
| #10 | NEXTPOWER INC CLASS A (NXT) - 0.35% | AMERICAN PUBLIC EDUCATION INC (APEI) - 1.28% |
| #11 | GUARDANT HEALTH INC (GH) - 0.34% | HORIZON BANCORP (IN) (HBNC) - 1.28% |
| #12 | HECLA MINING CO (HL) - 0.34% | TRUSTCO BANK CORP N Y (TRST) - 1.27% |
| #13 | BRIDGEBIO PHARMA INC (BBIO) - 0.33% | UNIVERSAL INSURANCE HOLDINGS INC (UVE) - 1.24% |
| #14 | COEUR MINING INC (CDE) - 0.32% | GENCO SHIPPING & TRADING LTD (GNK) - 1.24% |
| #15 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.30% | BUSINESS FIRST BANCSHARES INC (BFST) - 1.24% |
| #16 | RAMBUS INC (RMBS) - 0.28% | CENTRAL PACIFIC FINANCIAL CORP (CPF) - 1.23% |
| #17 | ENSIGN GROUP INC (ENSG) - 0.28% | CNB FINANCIAL CORP (CCNE) - 1.22% |
| #18 | SPX TECHNOLOGIES INC (SPXC) - 0.27% | HANMI FINANCIAL CORP (HAFC) - 1.21% |
| #19 | JOBY AVIATION INC (JOBY) - 0.18% | GIGACLOUD TECHNOLOGY INC CLASS A (GCT) - 1.20% |
| #20 | SEMTECH CORP (SMTC) - 0.18% | WHITESTONE REIT (WSR) - 1.15% |
| #21 | AXSOME THERAPEUTICS INC (AXSM) - 0.17% | CAMDEN NATIONAL CORP (CAC) - 1.15% |
| #22 | ESSENT GROUP LTD (ESNT) - 0.17% | KOPPERS HOLDINGS INC (KOP) - 1.13% |
| #23 | TERRENO REALTY CORP (TRNO) - 0.17% | FIRST FINANCIAL CORP (THFF) - 1.12% |
| #24 | PIPER SANDLER COS (PIPR) - 0.17% | GOLD.COM INC (GOLD) - 1.10% |
| #25 | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.17% | STANDARD MOTOR PRODUCTS INC (SMP) - 1.10% |
| Total Holdings | 1773 | 150 |
UWM vs FDM - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UWM
+12.23%
FDM
+5.18%
3M
Winner
UWM
+37.87%
FDM
+9.56%
6M
Winner
UWM
+32.67%
FDM
+9.19%
1Y
Winner
UWM
+81.91%
FDM
+29.81%
5Y(CAGR)
UWM
+2.11%
Winner
FDM
+9.14%
10Y(CAGR)
Winner
UWM
+12.98%
FDM
+11.93%
Max(CAGR)
UWM
+7.39%
Winner
FDM
+8.69%
UWM vs FDM - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | UWM | FDM |
|---|---|---|
| 2026 | +35.60% | +13.09% |
| 2025 | +13.30% | +18.79% |
| 2024 | +12.80% | +13.46% |
| 2023 | +24.03% | +13.27% |
| 2022 | -45.05% | -12.56% |
| 2021 | +27.27% | +37.09% |
| 2020 | +16.54% | -3.63% |
| 2019 | +46.76% | +25.23% |
| 2018 | -27.28% | -13.54% |
| 2017 | +25.67% | +8.17% |
| 2016 | +48.22% | +39.60% |
| 2015 | -11.30% | +1.80% |
| 2014 | +8.63% | +5.36% |
| 2013 | +75.97% | +40.37% |
| 2012 | +26.65% | +13.50% |
| 2011 | -21.20% | -10.89% |
| 2010 | +43.30% | +22.46% |
| 2009 | +37.44% | +20.05% |
| 2008 | -65.83% | -31.20% |
| 2007 | -12.78% | -7.21% |
| 2006 | N/A | +14.35% |
| 2005 | N/A | +2.51% |
UWM vs FDM Drawdown Comparison
The maximum drawdown for UWM was -88.21%, occurring on Mar 9, 2009. Recovery took 1611 trading sessions.
The maximum drawdown for FDM was -63.45%, occurring on Mar 9, 2009. Recovery took 1411 trading sessions.
The current FDM drawdown is -1.26%.
| Rank | UWM | FDM |
|---|---|---|
| #1 | -88.21% Jun 4, 2007 - Oct 24, 2013 | -63.45% Jul 12, 2007 - Feb 19, 2013 |
| #2 | -71.47% Aug 31, 2018 - Dec 15, 2020 | -47.76% Aug 22, 2018 - Jan 7, 2021 |
| #3 | -61.62% Nov 8, 2021 - Jun 15, 2026 | -23.75% Nov 11, 2021 - Jul 15, 2024 |
| #4 | -46.62% Jun 23, 2015 - Nov 18, 2016 | -23.46% Dec 11, 2024 - Jul 2, 2025 |
| #5 | -24.56% Mar 4, 2014 - Dec 26, 2014 | -17.78% Jun 23, 2015 - Jul 12, 2016 |
| #6 | -19.71% Mar 15, 2021 - Nov 3, 2021 | -14.47% May 5, 2006 - Nov 15, 2006 |
| #7 | -17.72% Jan 23, 2018 - May 17, 2018 | -12.49% Jul 3, 2014 - Dec 23, 2014 |
| #8 | -16.78% Feb 22, 2007 - Apr 26, 2007 | -11.32% Jul 31, 2024 - Nov 6, 2024 |
| #9 | -14.31% Jan 22, 2014 - Feb 27, 2014 | -10.25% Mar 15, 2021 - Nov 1, 2021 |
| #10 | -13.43% Feb 9, 2021 - Mar 11, 2021 | -9.30% Feb 9, 2026 - Apr 14, 2026 |
| #11 | -12.52% Jul 25, 2017 - Sep 25, 2017 | -9.30% Dec 24, 2013 - Mar 4, 2014 |
| #12 | -10.36% Dec 29, 2014 - Feb 13, 2015 | -8.54% Jan 4, 2017 - Jul 3, 2017 |
| #13 | -9.22% Mar 1, 2017 - Apr 26, 2017 | -8.43% Apr 2, 2014 - Jul 3, 2014 |
| #14 | -9.12% Apr 15, 2015 - Jun 18, 2015 | -8.34% Jan 19, 2018 - May 9, 2018 |
| #15 | -8.72% Jan 22, 2021 - Feb 4, 2021 | -7.92% Feb 22, 2007 - Apr 17, 2007 |
Correlation
Correlation between UWM and FDM is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2005 - 2026)
UWM vs FDM dividend yield comparison.
| Year | UWM | FDM |
|---|---|---|
| 2026 | 0.11% | 0.26% |
| 2025 | 1.05% | 1.43% |
| 2024 | 1.16% | 1.56% |
| 2023 | 0.34% | 1.81% |
| 2022 | 0.40% | 1.80% |
| 2021 | 0.00% | 1.08% |
| 2020 | 0.07% | 1.68% |
| 2019 | 0.55% | 1.37% |
| 2018 | 0.41% | 1.26% |
| 2017 | 0.11% | 0.97% |
| 2016 | 0.27% | 1.13% |
| 2015 | 0.23% | 1.45% |
| 2014 | 0.11% | 0.75% |
| 2013 | 0.00% | 0.83% |
| 2012 | 0.02% | 1.75% |
| 2011 | 0.00% | 0.80% |
| 2010 | 0.02% | 0.38% |
| 2009 | 0.21% | 0.56% |
| 2008 | 1.23% | 1.19% |
| 2007 | 2.39% | 0.61% |
| 2006 | 0.00% | 0.23% |
| 2005 | 0.00% | 0.09% |
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