UWM vs PBE
Comparison between PROSHARES ULTRA RUSSELL2000 (UWM, ETF) and INVESCO BIOTECHNOLOGY & GENOME ETF (PBE, ETF).
5-Year PerformancePBE has outperformed UWM, delivering a return of +3.3% compared to +0.8%
UWM vs PBE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UWM
$248M
PBE
$247M
Expense Ratio
UWM
N/A
PBE
0.58%
Max Drawdown
UWM
88.54%
Winner
PBE
45.69%
Sharpe Ratio
Winner
UWM
1.48
PBE
1.34
5Y Beta
UWM
2.20
Winner
PBE
0.76
P/E Ratio
UWM
806.71
Winner
PBE
34.32
Forward P/E
Winner
UWM
14.22
PBE
18.77
5Y Dividends CAGR
UWM
80.23%
Winner
PBE
98.81%
5Y EPS CAGR
UWM
N/A
PBE
13.01%
Debt to Equity
Winner
UWM
32.36%
PBE
55.71%
P/S Ratio
Winner
UWM
1.38
PBE
4.97
P/B Ratio
Winner
UWM
2.12
PBE
4.45
UWM vs PBE - Holdings Comparison
UWM and PBE have 12 common holdings. Overlap is 0.69%
UWM's top 25 holdings weight is 19.00%. PBE's top 25 holdings weight is 89.56%.
| Rank | UWM | PBE |
|---|---|---|
| #1 | CTE PROSHARES TRUST M (n/a) - 6.30% | UNITED THERAPEUTICS CORP (UTHR) - 6.14% |
| #2 | RUSSELL 2000 INDEX SWAP (n/a) - 3.22% | ILLUMINA INC (ILMN) - 5.94% |
| #3 | CASH (n/a) - 2.66% | BIOGEN INC (BIIB) - 4.98% |
| #4 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.62% | INCYTE CORP (INCY) - 4.83% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 0.53% | GILEAD SCIENCES INC (GILD) - 4.55% |
| #6 | FABRINET (FN) - 0.46% | ALNYLAM PHARMACEUTICALS INC (ALNY) - 4.46% |
| #7 | IONQ INC CLASS A (IONQ) - 0.43% | AMGEN INC (AMGN) - 4.41% |
| #8 | ECHOSTAR CORP CLASS A (SATS) - 0.41% | REGENERON PHARMACEUTICALS INC (REGN) - 4.13% |
| #9 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.35% | TG THERAPEUTICS INC (TGTX) - 3.57% |
| #10 | NEXTPOWER INC CLASS A (NXT) - 0.35% | CATALYST PHARMACEUTICALS INC (CPRX) - 3.55% |
| #11 | GUARDANT HEALTH INC (GH) - 0.34% | VERACYTE INC (VCYT) - 3.40% |
| #12 | HECLA MINING CO (HL) - 0.34% | ARROWHEAD PHARMACEUTICALS INC (ARWR) - 3.39% |
| #13 | BRIDGEBIO PHARMA INC (BBIO) - 0.33% | NEUROCRINE BIOSCIENCES INC (NBIX) - 3.26% |
| #14 | COEUR MINING INC (CDE) - 0.32% | ROYALTY PHARMA PLC CLASS A (RPRX) - 3.25% |
| #15 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.30% | PROTAGONIST THERAPEUTICS INC (PTGX) - 3.14% |
| #16 | RAMBUS INC (RMBS) - 0.28% | CAREDX INC (CDNA) - 3.07% |
| #17 | ENSIGN GROUP INC (ENSG) - 0.28% | BIOCRYST PHARMACEUTICALS INC (BCRX) - 3.05% |
| #18 | SPX TECHNOLOGIES INC (SPXC) - 0.27% | EXELIXIS INC (EXEL) - 3.04% |
| #19 | JOBY AVIATION INC (JOBY) - 0.18% | PTC THERAPEUTICS INC (PTCT) - 2.69% |
| #20 | SEMTECH CORP (SMTC) - 0.18% | HALOZYME THERAPEUTICS INC (HALO) - 2.68% |
| #21 | AXSOME THERAPEUTICS INC (AXSM) - 0.17% | VERICEL CORP (VCEL) - 2.51% |
| #22 | ESSENT GROUP LTD (ESNT) - 0.17% | IONIS PHARMACEUTICALS INC (IONS) - 2.44% |
| #23 | TERRENO REALTY CORP (TRNO) - 0.17% | ACADIA PHARMACEUTICALS INC (ACAD) - 2.37% |
| #24 | PIPER SANDLER COS (PIPR) - 0.17% | THERAVANCE BIOPHARMA INC (TBPH) - 2.36% |
| #25 | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.17% | REPLIGEN CORP (RGEN) - 2.35% |
| Total Holdings | 1773 | 33 |
UWM vs PBE - Historical Returns
Returns include dividend reinvestment.
1M
UWM
-1.56%
Winner
PBE
+3.45%
3M
Winner
UWM
+17.76%
PBE
+6.06%
6M
Winner
UWM
+22.03%
PBE
+2.77%
1Y
Winner
UWM
+70.12%
PBE
+31.27%
5Y(CAGR)
UWM
+0.82%
Winner
PBE
+3.29%
10Y(CAGR)
Winner
UWM
+11.43%
PBE
+7.50%
Max(CAGR)
UWM
+6.89%
Winner
PBE
+8.87%
UWM vs PBE - Annual Returns (2005 - 2026)
Returns include dividend reinvestment.
| Year | UWM | PBE |
|---|---|---|
| 2026 | +23.68% | +1.48% |
| 2025 | +13.30% | +23.76% |
| 2024 | +12.80% | -0.05% |
| 2023 | +24.03% | +4.60% |
| 2022 | -45.05% | -11.11% |
| 2021 | +27.27% | +1.21% |
| 2020 | +16.54% | +25.68% |
| 2019 | +46.76% | +18.35% |
| 2018 | -27.28% | -2.62% |
| 2017 | +25.67% | +20.54% |
| 2016 | +48.22% | -20.66% |
| 2015 | -11.30% | +1.36% |
| 2014 | +8.63% | +36.45% |
| 2013 | +75.97% | +57.53% |
| 2012 | +26.65% | +13.17% |
| 2011 | -21.20% | -7.24% |
| 2010 | +43.30% | +29.99% |
| 2009 | +37.44% | +19.16% |
| 2008 | -65.83% | -25.84% |
| 2007 | -12.78% | +6.24% |
| 2006 | N/A | +0.45% |
| 2005 | N/A | +17.45% |
UWM vs PBE Drawdown Comparison
The maximum drawdown for UWM was -88.21%, occurring on Mar 9, 2009. Recovery took 1611 trading sessions.
The maximum drawdown for PBE was -45.69%, occurring on Mar 9, 2009. Recovery took 644 trading sessions.
The current UWM drawdown is -7.68%. The current PBE drawdown is -2.53%.
| Rank | UWM | PBE |
|---|---|---|
| #1 | -88.21% Jun 4, 2007 - Oct 24, 2013 | -45.69% Oct 15, 2007 - May 6, 2010 |
| #2 | -71.47% Aug 31, 2018 - Dec 15, 2020 | -44.56% Jul 17, 2015 - Jul 20, 2020 |
| #3 | -61.62% Nov 8, 2021 - Oct 27, 2023 | -37.84% Feb 8, 2021 - Nov 26, 2025 |
| #4 | -46.62% Jun 23, 2015 - Nov 18, 2016 | -35.71% May 6, 2010 - Apr 2, 2013 |
| #5 | -24.56% Mar 4, 2014 - Dec 26, 2014 | -21.12% Feb 27, 2006 - Apr 23, 2007 |
| #6 | -19.71% Mar 15, 2021 - Nov 3, 2021 | -18.86% Feb 24, 2014 - Aug 25, 2014 |
| #7 | -17.72% Jan 23, 2018 - May 17, 2018 | -14.38% Jul 20, 2020 - Nov 27, 2020 |
| #8 | -16.78% Feb 22, 2007 - Apr 26, 2007 | -11.73% Jan 7, 2026 - Mar 27, 2026 |
| #9 | -14.31% Jan 22, 2014 - Feb 27, 2014 | -10.65% Mar 19, 2015 - Jun 18, 2015 |
| #10 | -13.43% Feb 9, 2021 - Mar 11, 2021 | -10.08% Sep 12, 2005 - Nov 17, 2005 |
| #11 | -12.52% Jul 25, 2017 - Sep 25, 2017 | -9.07% Apr 25, 2007 - Sep 26, 2007 |
| #12 | -10.36% Dec 29, 2014 - Feb 13, 2015 | -8.60% Aug 29, 2014 - Oct 23, 2014 |
| #13 | -9.22% Mar 1, 2017 - Apr 26, 2017 | -7.84% May 28, 2013 - Jul 5, 2013 |
| #14 | -9.12% Apr 15, 2015 - Jun 18, 2015 | -7.21% Nov 29, 2013 - Jan 7, 2014 |
| #15 | -8.72% Jan 22, 2021 - Feb 4, 2021 | -6.59% Oct 2, 2013 - Oct 24, 2013 |
Correlation
Correlation between UWM and PBE is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.
0.93
-101
Dividend Comparison (2007 - 2026)
UWM vs PBE dividend yield comparison.
| Year | UWM | PBE |
|---|---|---|
| 2026 | 0.12% | 0.10% |
| 2025 | 1.05% | 1.00% |
| 2024 | 1.16% | 0.05% |
| 2023 | 0.34% | 0.02% |
| 2022 | 0.40% | 0.00% |
| 2020 | 0.07% | 0.04% |
| 2019 | 0.55% | 0.00% |
| 2018 | 0.41% | 0.00% |
| 2017 | 0.11% | 0.57% |
| 2016 | 0.27% | 0.38% |
| 2015 | 0.23% | 1.12% |
| 2014 | 0.11% | 0.55% |
| 2012 | 0.02% | 0.00% |
| 2010 | 0.02% | 0.00% |
| 2009 | 0.21% | 0.45% |
| 2008 | 1.23% | 0.00% |
| 2007 | 2.39% | 0.00% |
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