UWM vs SHOC

Comparison between PROSHARES ULTRA RUSSELL2000 (UWM, ETF) and STRIVE U.S. SEMICONDUCTOR ETF (SHOC, ETF).

UWM vs SHOC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UWM(ETF)	SHOC(ETF)
Net Assets	$279M	$278M
Expense Ratio	N/A	0.40%
Max Drawdown	88.54%	37.69%
Sharpe Ratio	1.41	1.86
5Y Beta	2.19	1.95
P/E Ratio	-244.60	46.10
Forward P/E	14.26	18.79
PEG Ratio	N/A	0.09
5Y Dividends CAGR	149.02%	N/A
5Y EPS CAGR	N/A	46.58%
Debt to Equity	31.49%	28.07%
P/S Ratio	1.42	14.63
P/B Ratio	2.15	12.68

Net Assets

Winner

UWM

$279M

SHOC

$278M

Expense Ratio

UWM

N/A

SHOC

0.40%

Max Drawdown

UWM

88.54%

Winner

SHOC

37.69%

Sharpe Ratio

UWM

1.41

Winner

SHOC

1.86

5Y Beta

UWM

2.19

Winner

SHOC

1.95

P/E Ratio

Winner

UWM

-244.60

SHOC

46.10

Forward P/E

Winner

UWM

14.26

SHOC

18.79

PEG Ratio

UWM

N/A

SHOC

0.09

5Y Dividends CAGR

UWM

149.02%

SHOC

N/A

5Y EPS CAGR

UWM

N/A

SHOC

46.58%

Debt to Equity

UWM

31.49%

Winner

SHOC

28.07%

P/S Ratio

Winner

UWM

1.42

SHOC

14.63

P/B Ratio

Winner

UWM

2.15

SHOC

12.68

UWM vs SHOC - Holdings Comparison

UWM and SHOC have 2 common holdings. Overlap is 0.01%

UWM's top 25 holdings weight is 19.00%. SHOC's top 25 holdings weight is 97.71%.

Rank	UWM	SHOC
#1	CTE PROSHARES TRUST M (n/a) - 6.30%	NVIDIA CORP (NVDA) - 19.96%
#2	RUSSELL 2000 INDEX SWAP (n/a) - 3.22%	MICRON TECHNOLOGY INC (MU) - 12.84%
#3	CASH (n/a) - 2.66%	BROADCOM INC (AVGO) - 10.71%
#4	CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.62%	APPLIED MATERIALS INC (AMAT) - 5.88%
#5	BLOOM ENERGY CORP CLASS A (BE) - 0.53%	ADVANCED MICRO DEVICES INC (AMD) - 5.16%
#6	FABRINET (FN) - 0.46%	KLA CORP (KLAC) - 5.09%
#7	IONQ INC CLASS A (IONQ) - 0.43%	LAM RESEARCH CORP (LRCX) - 4.99%
#8	ECHOSTAR CORP CLASS A (SATS) - 0.41%	ASML HOLDING NV ADR (ASML) - 4.83%
#9	KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.35%	TEXAS INSTRUMENTS INC (TXN) - 4.22%
#10	NEXTPOWER INC CLASS A (NXT) - 0.35%	INTEL CORP (INTC) - 3.82%
#11	GUARDANT HEALTH INC (GH) - 0.34%	MARVELL TECHNOLOGY INC (MRVL) - 3.37%
#12	HECLA MINING CO (HL) - 0.34%	ANALOG DEVICES INC (ADI) - 3.23%
#13	BRIDGEBIO PHARMA INC (BBIO) - 0.33%	CADENCE DESIGN SYSTEMS INC (CDNS) - 1.75%
#14	COEUR MINING INC (CDE) - 0.32%	QUALCOMM INC (QCOM) - 1.58%
#15	MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.30%	SYNOPSYS INC (SNPS) - 1.38%
#16	RAMBUS INC (RMBS) - 0.28%	NXP SEMICONDUCTORS NV (NXPI) - 1.21%
#17	ENSIGN GROUP INC (ENSG) - 0.28%	MONOLITHIC POWER SYSTEMS INC (MPWR) - 1.10%
#18	SPX TECHNOLOGIES INC (SPXC) - 0.27%	TE CONNECTIVITY PLC REGISTERED SHARES (TEL) - 0.98%
#19	JOBY AVIATION INC (JOBY) - 0.18%	ASTERA LABS INC (ALAB) - 0.94%
#20	SEMTECH CORP (SMTC) - 0.18%	TERADYNE INC (TER) - 0.93%
#21	AXSOME THERAPEUTICS INC (AXSM) - 0.17%	KEYSIGHT TECHNOLOGIES INC (KEYS) - 0.93%
#22	ESSENT GROUP LTD (ESNT) - 0.17%	MICROCHIP TECHNOLOGY INC (MCHP) - 0.78%
#23	TERRENO REALTY CORP (TRNO) - 0.17%	STMICROELECTRONICS NV ADR (STM) - 0.76%
#24	PIPER SANDLER COS (PIPR) - 0.17%	ARM HOLDINGS PLC ADR (ARM) - 0.65%
#25	INSTALLED BUILDING PRODUCTS INC (IBP) - 0.17%	ON SEMICONDUCTOR CORP (ON) - 0.62%
Total Holdings	1773	32

UWM vs SHOC - Historical Returns

Returns include dividend reinvestment.

Period	UWM	SHOC
1 month	-1.52%	-12.68%
3 months	+14.72%	+22.49%
6 months	+18.25%	+43.09%
1 year	+67.29%	+96.82%
5 years(CAGR)	+3.88%	N/A
10 years(CAGR)	+12.06%	N/A
Max(CAGR)	+7.39%	+48.24%

Winner

UWM

-1.52%

SHOC

-12.68%

UWM

+14.72%

Winner

SHOC

+22.49%

UWM

+18.25%

Winner

SHOC

+43.09%

UWM

+67.29%

Winner

SHOC

+96.82%

5Y(CAGR)

UWM

+3.88%

SHOC

N/A

10Y(CAGR)

UWM

+12.06%

SHOC

N/A

Max(CAGR)

UWM

+7.39%

Winner

SHOC

+48.24%

UWM vs SHOC - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UWM	SHOC
2026	+36.52%	+53.70%
2025	+13.30%	+48.59%
2024	+12.80%	+20.73%
2023	+24.03%	+63.87%
2022	-45.05%	-1.17%
2021	+27.27%	N/A
2020	+16.54%	N/A
2019	+46.76%	N/A
2018	-27.28%	N/A
2017	+25.67%	N/A
2016	+48.22%	N/A
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 SHOC Drawdown Comparison

The maximum drawdown for UWM was -88.21%, occurring on Mar 9, 2009. Recovery took 1611 trading sessions.

The maximum drawdown for SHOC was -37.54%, occurring on Apr 4, 2025. Recovery took 250 trading sessions.

The current UWM drawdown is -2.83%. The current SHOC drawdown is -12.68%.

Rank	UWM	SHOC
#1	-88.21% Jun 4, 2007 - Oct 24, 2013	-37.54% Jul 10, 2024 - Jul 10, 2025
#2	-71.47% Aug 31, 2018 - Dec 15, 2020	-18.39% Aug 1, 2023 - Dec 12, 2023
#3	-61.62% Nov 8, 2021 - Jun 15, 2026	-17.56% Mar 7, 2024 - May 24, 2024
#4	-46.62% Jun 23, 2015 - Nov 18, 2016	-17.01% Jun 22, 2026 - Jul 17, 2026
#5	-24.56% Mar 4, 2014 - Dec 26, 2014	-14.59% Feb 25, 2026 - Apr 8, 2026
#6	-19.71% Mar 15, 2021 - Nov 3, 2021	-13.51% Oct 6, 2022 - Nov 10, 2022
#7	-17.72% Jan 23, 2018 - May 17, 2018	-13.21% Nov 30, 2022 - Jan 23, 2023
#8	-16.78% Feb 22, 2007 - Apr 26, 2007	-12.39% Oct 29, 2025 - Dec 8, 2025
#9	-14.31% Jan 22, 2014 - Feb 27, 2014	-11.03% Jun 3, 2026 - Jun 15, 2026
#10	-13.43% Feb 9, 2021 - Mar 11, 2021	-10.57% Dec 10, 2025 - Jan 6, 2026
#11	-12.52% Jul 25, 2017 - Sep 25, 2017	-9.22% Mar 31, 2023 - May 25, 2023
#12	-10.36% Dec 29, 2014 - Feb 13, 2015	-8.79% Jan 29, 2026 - Feb 25, 2026
#13	-9.22% Mar 1, 2017 - Apr 26, 2017	-7.89% Feb 2, 2023 - Mar 23, 2023
#14	-9.12% Apr 15, 2015 - Jun 18, 2015	-7.13% Dec 27, 2023 - Jan 19, 2024
#15	-8.72% Jan 22, 2021 - Feb 4, 2021	-7.02% Jun 18, 2024 - Jul 10, 2024

Correlation

Correlation between UWM and SHOC 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 SHOC dividend yield comparison.

Year	UWM	SHOC
2026	0.20%	0.07%
2025	1.05%	0.23%
2024	1.16%	0.35%
2023	0.34%	0.65%
2022	0.40%	0.24%
2020	0.07%	0.00%
2019	0.55%	0.00%
2018	0.41%	0.00%
2017	0.11%	0.00%
2016	0.27%	0.00%
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%