UWM vs IMTB
Comparison between PROSHARES ULTRA RUSSELL2000 (UWM, ETF) and ISHARES CORE 5-10 YEAR USD BOND ETF (IMTB, ETF).
5-Year PerformanceUWM has outperformed IMTB, delivering a return of +3.9% compared to +0.3%
UWM vs IMTB - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UWM
$279M
Winner
IMTB
$279M
Expense Ratio
UWM
N/A
IMTB
0.06%
Max Drawdown
UWM
88.54%
Winner
IMTB
24.27%
Sharpe Ratio
Winner
UWM
1.41
IMTB
0.20
5Y Beta
UWM
2.19
Winner
IMTB
0.04
P/E Ratio
UWM
-244.60
IMTB
N/A
Forward P/E
UWM
14.26
IMTB
N/A
5Y Dividends CAGR
Winner
UWM
149.02%
IMTB
10.60%
Debt to Equity
UWM
31.49%
IMTB
N/A
P/S Ratio
UWM
1.42
IMTB
N/A
P/B Ratio
UWM
2.15
IMTB
N/A
UWM vs IMTB - Holdings Comparison
UWM and IMTB have 1 common holdings. Overlap is -13.24%
UWM's top 25 holdings weight is 19.00%. IMTB's top 25 holdings weight is 52.30%.
| Rank | UWM | IMTB |
|---|---|---|
| #1 | CTE PROSHARES TRUST M (n/a) - 6.30% | BLACKROCK CASH FUNDS INSTL SL AGENCY (n/a) - 14.10% |
| #2 | RUSSELL 2000 INDEX SWAP (n/a) - 3.22% | n/a (n/a) - 8.04% |
| #3 | CASH (n/a) - 2.66% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 2% (n/a) - 3.63% |
| #4 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.62% | n/a (n/a) - 2.93% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 0.53% | UNITED STATES TREASURY NOTES 3.875% (n/a) - 1.68% |
| #6 | FABRINET (FN) - 0.46% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 3% (n/a) - 1.65% |
| #7 | IONQ INC CLASS A (IONQ) - 0.43% | FEDERAL HOME LOAN MORTGAGE CORP. 2% (n/a) - 1.35% |
| #8 | ECHOSTAR CORP CLASS A (SATS) - 0.41% | UNITED STATES TREASURY NOTES 4.375% (n/a) - 1.33% |
| #9 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.35% | UNITED STATES TREASURY NOTES 4.25% (n/a) - 1.32% |
| #10 | NEXTPOWER INC CLASS A (NXT) - 0.35% | UNITED STATES TREASURY NOTES 4.625% (n/a) - 1.28% |
| #11 | GUARDANT HEALTH INC (GH) - 0.34% | UNITED STATES TREASURY NOTES 4% (n/a) - 1.23% |
| #12 | HECLA MINING CO (HL) - 0.34% | FEDERAL HOME LOAN MORTGAGE CORP. 5% (n/a) - 1.09% |
| #13 | BRIDGEBIO PHARMA INC (BBIO) - 0.33% | FEDERAL HOME LOAN MORTGAGE CORP. 6% (n/a) - 1.08% |
| #14 | COEUR MINING INC (CDE) - 0.32% | FEDERAL HOME LOAN MORTGAGE CORP. 2.5% (n/a) - 1.08% |
| #15 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.30% | UNITED STATES TREASURY NOTES 4.125% (n/a) - 1.07% |
| #16 | RAMBUS INC (RMBS) - 0.28% | UNITED STATES TREASURY NOTES 4.5% (n/a) - 1.05% |
| #17 | ENSIGN GROUP INC (ENSG) - 0.28% | UNITED STATES TREASURY NOTES 2.875% (n/a) - 1.02% |
| #18 | SPX TECHNOLOGIES INC (SPXC) - 0.27% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 6% (n/a) - 1.02% |
| #19 | JOBY AVIATION INC (JOBY) - 0.18% | n/a (n/a) - 1.01% |
| #20 | SEMTECH CORP (SMTC) - 0.18% | FEDERAL HOME LOAN MORTGAGE CORP. 5.5% (n/a) - 0.95% |
| #21 | AXSOME THERAPEUTICS INC (AXSM) - 0.17% | FEDERAL HOME LOAN MORTGAGE CORP. 3% (n/a) - 0.94% |
| #22 | ESSENT GROUP LTD (ESNT) - 0.17% | n/a (n/a) - 0.94% |
| #23 | TERRENO REALTY CORP (TRNO) - 0.17% | UNITED STATES TREASURY NOTES 1.25% (n/a) - 0.92% |
| #24 | PIPER SANDLER COS (PIPR) - 0.17% | UNITED STATES TREASURY NOTES 1.375% (n/a) - 0.85% |
| #25 | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.17% | FEDERAL NATIONAL MORTGAGE ASSOCIATION 4% (n/a) - 0.74% |
| Total Holdings | 1773 | 1882 |
UWM vs IMTB - Historical Returns
Returns include dividend reinvestment.
1M
UWM
-1.52%
Winner
IMTB
-0.30%
3M
Winner
UWM
+14.72%
IMTB
-0.66%
6M
Winner
UWM
+18.25%
IMTB
-0.20%
1Y
Winner
UWM
+67.29%
IMTB
+4.28%
5Y(CAGR)
Winner
UWM
+3.88%
IMTB
+0.30%
10Y(CAGR)
Winner
UWM
+12.06%
IMTB
+1.82%
Max(CAGR)
Winner
UWM
+7.39%
IMTB
+1.82%
UWM vs IMTB - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UWM | IMTB |
|---|---|---|
| 2026 | +36.52% | -0.14% |
| 2025 | +13.30% | +8.72% |
| 2024 | +12.80% | +2.66% |
| 2023 | +24.03% | +5.63% |
| 2022 | -45.05% | -12.33% |
| 2021 | +27.27% | -1.30% |
| 2020 | +16.54% | +6.10% |
| 2019 | +46.76% | +8.40% |
| 2018 | -27.28% | +0.68% |
| 2017 | +25.67% | +4.88% |
| 2016 | +48.22% | -2.18% |
| 2015 | -11.30% | N/A |
| 2014 | +8.63% | N/A |
| 2013 | +75.97% | N/A |
| 2012 | +26.65% | N/A |
| 2011 | -21.20% | N/A |
| 2010 | +43.30% | N/A |
| 2009 | +37.44% | N/A |
| 2008 | -65.83% | N/A |
| 2007 | -12.78% | N/A |
UWM vs IMTB Drawdown Comparison
The maximum drawdown for UWM was -88.21%, occurring on Mar 9, 2009. Recovery took 1611 trading sessions.
The maximum drawdown for IMTB was -18.15%, occurring on Oct 20, 2022. Recovery took 1175 trading sessions.
The current UWM drawdown is -2.83%. The current IMTB drawdown is -1.94%.
| Rank | UWM | IMTB |
|---|---|---|
| #1 | -88.21% Jun 4, 2007 - Oct 24, 2013 | -18.15% Dec 31, 2020 - Sep 8, 2025 |
| #2 | -71.47% Aug 31, 2018 - Dec 15, 2020 | -6.17% Mar 5, 2020 - May 21, 2020 |
| #3 | -61.62% Nov 8, 2021 - Jun 15, 2026 | -4.05% Dec 13, 2017 - Jan 22, 2019 |
| #4 | -46.62% Jun 23, 2015 - Nov 18, 2016 | -3.10% Nov 8, 2016 - Apr 17, 2017 |
| #5 | -24.56% Mar 4, 2014 - Dec 26, 2014 | -2.86% Feb 27, 2026 - May 19, 2026 |
| #6 | -19.71% Mar 15, 2021 - Nov 3, 2021 | -1.33% Sep 4, 2019 - Dec 27, 2019 |
| #7 | -17.72% Jan 23, 2018 - May 17, 2018 | -1.24% Sep 8, 2017 - Dec 13, 2017 |
| #8 | -16.78% Feb 22, 2007 - Apr 26, 2007 | -1.04% Jun 14, 2017 - Jul 18, 2017 |
| #9 | -14.31% Jan 22, 2014 - Feb 27, 2014 | -1.01% Oct 28, 2025 - Nov 26, 2025 |
| #10 | -13.43% Feb 9, 2021 - Mar 11, 2021 | -0.93% Sep 16, 2025 - Oct 14, 2025 |
| #11 | -12.52% Jul 25, 2017 - Sep 25, 2017 | -0.86% Aug 7, 2020 - Nov 27, 2020 |
| #12 | -10.36% Dec 29, 2014 - Feb 13, 2015 | -0.79% Jan 14, 2026 - Feb 5, 2026 |
| #13 | -9.22% Mar 1, 2017 - Apr 26, 2017 | -0.69% Nov 26, 2025 - Dec 24, 2025 |
| #14 | -9.12% Apr 15, 2015 - Jun 18, 2015 | -0.54% Mar 28, 2019 - May 1, 2019 |
| #15 | -8.72% Jan 22, 2021 - Feb 4, 2021 | -0.53% Aug 4, 2017 - Aug 10, 2017 |
Correlation
Correlation between UWM and IMTB is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.60
-101
Dividend Comparison (2007 - 2026)
UWM vs IMTB dividend yield comparison.
| Year | UWM | IMTB |
|---|---|---|
| 2026 | 0.20% | 2.26% |
| 2025 | 1.05% | 4.40% |
| 2024 | 1.16% | 4.42% |
| 2023 | 0.34% | 4.13% |
| 2022 | 0.40% | 2.90% |
| 2021 | 0.00% | 2.49% |
| 2020 | 0.07% | 2.63% |
| 2019 | 0.55% | 2.91% |
| 2018 | 0.41% | 3.04% |
| 2017 | 0.11% | 2.75% |
| 2016 | 0.27% | 0.40% |
| 2015 | 0.23% | 0.00% |
| 2014 | 0.11% | 0.00% |
| 2012 | 0.02% | 0.00% |
| 2010 | 0.02% | 0.00% |
| 2009 | 0.21% | 0.00% |
| 2008 | 1.23% | 0.00% |
| 2007 | 2.39% | 0.00% |
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