UWM vs SPY
Comparison between PROSHARES ULTRA RUSSELL2000 (UWM, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed UWM, delivering a return of +13.3% compared to +0.8%
UWM vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UWM
$248M
Winner
SPY
$735B
Expense Ratio
UWM
N/A
SPY
0.09%
Max Drawdown
UWM
88.54%
Winner
SPY
56.47%
Sharpe Ratio
UWM
1.48
Winner
SPY
1.62
5Y Beta
UWM
2.20
Winner
SPY
1.00
P/E Ratio
UWM
806.71
Winner
SPY
28.99
Forward P/E
Winner
UWM
14.22
SPY
22.37
5Y Dividends CAGR
Winner
UWM
80.23%
SPY
5.43%
5Y EPS CAGR
UWM
N/A
SPY
26.05%
Debt to Equity
Winner
UWM
32.36%
SPY
32.40%
P/S Ratio
Winner
UWM
1.38
SPY
3.74
P/B Ratio
Winner
UWM
2.12
SPY
5.61
UWM vs SPY - Holdings Comparison
UWM and SPY have 2 common holdings. Overlap is -0.15%
UWM's top 25 holdings weight is 19.00%. SPY's top 25 holdings weight is 52.37%.
| Rank | UWM | SPY |
|---|---|---|
| #1 | CTE PROSHARES TRUST M (n/a) - 6.30% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | RUSSELL 2000 INDEX SWAP (n/a) - 3.22% | APPLE INC (AAPL) - 7.02% |
| #3 | CASH (n/a) - 2.66% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.62% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | BLOOM ENERGY CORP CLASS A (BE) - 0.53% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | FABRINET (FN) - 0.46% | BROADCOM INC (AVGO) - 3.10% |
| #7 | IONQ INC CLASS A (IONQ) - 0.43% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | ECHOSTAR CORP CLASS A (SATS) - 0.41% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.35% | TESLA INC (TSLA) - 1.89% |
| #10 | NEXTPOWER INC CLASS A (NXT) - 0.35% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | GUARDANT HEALTH INC (GH) - 0.34% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | HECLA MINING CO (HL) - 0.34% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | BRIDGEBIO PHARMA INC (BBIO) - 0.33% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | COEUR MINING INC (CDE) - 0.32% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.30% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | RAMBUS INC (RMBS) - 0.28% | INTEL CORP (INTC) - 0.90% |
| #17 | ENSIGN GROUP INC (ENSG) - 0.28% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | SPX TECHNOLOGIES INC (SPXC) - 0.27% | VISA INC CLASS A (V) - 0.85% |
| #19 | JOBY AVIATION INC (JOBY) - 0.18% | WALMART INC (WMT) - 0.81% |
| #20 | SEMTECH CORP (SMTC) - 0.18% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | AXSOME THERAPEUTICS INC (AXSM) - 0.17% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | ESSENT GROUP LTD (ESNT) - 0.17% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | TERRENO REALTY CORP (TRNO) - 0.17% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | PIPER SANDLER COS (PIPR) - 0.17% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | INSTALLED BUILDING PRODUCTS INC (IBP) - 0.17% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 1773 | 505 |
UWM vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
UWM
-1.56%
Winner
SPY
+1.90%
3M
Winner
UWM
+17.76%
SPY
+8.55%
6M
Winner
UWM
+22.03%
SPY
+8.18%
1Y
Winner
UWM
+70.12%
SPY
+25.79%
5Y(CAGR)
UWM
+0.82%
Winner
SPY
+13.32%
10Y(CAGR)
UWM
+11.43%
Winner
SPY
+15.19%
Max(CAGR)
UWM
+6.89%
Winner
SPY
+8.47%
UWM vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UWM | SPY |
|---|---|---|
| 2026 | +23.68% | +8.26% |
| 2025 | +13.30% | +18.00% |
| 2024 | +12.80% | +25.59% |
| 2023 | +24.03% | +26.72% |
| 2022 | -45.05% | -18.64% |
| 2021 | +27.27% | +30.52% |
| 2020 | +16.54% | +17.28% |
| 2019 | +46.76% | +31.09% |
| 2018 | -27.28% | -5.24% |
| 2017 | +25.67% | +20.78% |
| 2016 | +48.22% | +13.59% |
| 2015 | -11.30% | +1.31% |
| 2014 | +8.63% | +14.56% |
| 2013 | +75.97% | +29.00% |
| 2012 | +26.65% | +14.17% |
| 2011 | -21.20% | +0.85% |
| 2010 | +43.30% | +13.14% |
| 2009 | +37.44% | +22.67% |
| 2008 | -65.83% | -36.25% |
| 2007 | -12.78% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
UWM vs SPY Drawdown Comparison
The maximum drawdown for UWM was -88.21%, occurring on Mar 9, 2009. Recovery took 1611 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UWM drawdown is -7.68%. The current SPY drawdown is -2.90%.
| Rank | UWM | SPY |
|---|---|---|
| #1 | -88.21% Jun 4, 2007 - Oct 24, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -71.47% Aug 31, 2018 - Dec 15, 2020 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -61.62% Nov 8, 2021 - Oct 27, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -46.62% Jun 23, 2015 - Nov 18, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -24.56% Mar 4, 2014 - Dec 26, 2014 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -19.71% Mar 15, 2021 - Nov 3, 2021 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.72% Jan 23, 2018 - May 17, 2018 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.78% Feb 22, 2007 - Apr 26, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -14.31% Jan 22, 2014 - Feb 27, 2014 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.43% Feb 9, 2021 - Mar 11, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.52% Jul 25, 2017 - Sep 25, 2017 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.36% Dec 29, 2014 - Feb 13, 2015 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.22% Mar 1, 2017 - Apr 26, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.12% Apr 15, 2015 - Jun 18, 2015 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.72% Jan 22, 2021 - Feb 4, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UWM and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (1999 - 2026)
UWM vs SPY dividend yield comparison.
| Year | UWM | SPY |
|---|---|---|
| 2026 | 0.12% | 0.24% |
| 2025 | 1.05% | 1.07% |
| 2024 | 1.16% | 1.21% |
| 2023 | 0.34% | 1.40% |
| 2022 | 0.40% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.07% | 1.52% |
| 2019 | 0.55% | 1.75% |
| 2018 | 0.41% | 2.04% |
| 2017 | 0.11% | 1.80% |
| 2016 | 0.27% | 2.03% |
| 2015 | 0.23% | 2.06% |
| 2014 | 0.11% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.02% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.02% | 1.80% |
| 2009 | 0.21% | 1.95% |
| 2008 | 1.23% | 3.02% |
| 2007 | 2.39% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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