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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 +12.4% compared to +3.7%

UWM vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UWM
$279M
Winner
SPY
$781B
Expense Ratio
UWM
N/A
SPY
0.09%
Max Drawdown
UWM
88.54%
Winner
SPY
56.47%
Sharpe Ratio
Winner
UWM
1.31
SPY
1.12
5Y Beta
UWM
2.19
Winner
SPY
1.00
P/E Ratio
Winner
UWM
-167.65
SPY
28.53
Forward P/E
Winner
UWM
14.24
SPY
21.47
5Y Dividends CAGR
Winner
UWM
149.02%
SPY
6.00%
5Y EPS CAGR
UWM
N/A
SPY
25.58%
Debt to Equity
UWM
32.36%
Winner
SPY
32.09%
P/S Ratio
Winner
UWM
1.42
SPY
3.75
P/B Ratio
Winner
UWM
2.17
SPY
5.64

UWM vs SPY - Holdings Comparison

UWM and SPY have 1 common holdings. Overlap is -0.18%

UWM's top 25 holdings weight is 19.00%. SPY's top 25 holdings weight is 51.74%.

RankUWMSPY
#1
CTE PROSHARES TRUST M (n/a) - 6.30%
NVIDIA CORP (NVDA) - 7.89%
#2
RUSSELL 2000 INDEX SWAP (n/a) - 3.22%
APPLE INC (AAPL) - 7.37%
#3
CASH (n/a) - 2.66%
MICROSOFT CORP (MSFT) - 4.50%
#4
CREDO TECHNOLOGY GROUP HOLDING LTD (CRDO) - 0.62%
AMAZON.COM INC (AMZN) - 3.82%
#5
BLOOM ENERGY CORP CLASS A (BE) - 0.53%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
FABRINET (FN) - 0.46%
BROADCOM INC (AVGO) - 2.86%
#7
IONQ INC CLASS A (IONQ) - 0.43%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
ECHOSTAR CORP CLASS A (SATS) - 0.41%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
KRATOS DEFENSE & SECURITY SOLUTIONS INC (KTOS) - 0.35%
TESLA INC (TSLA) - 1.70%
#10
NEXTPOWER INC CLASS A (NXT) - 0.35%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
GUARDANT HEALTH INC (GH) - 0.34%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
HECLA MINING CO (HL) - 0.34%
ELI LILLY AND CO (LLY) - 1.40%
#13
BRIDGEBIO PHARMA INC (BBIO) - 0.33%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
COEUR MINING INC (CDE) - 0.32%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
MADRIGAL PHARMACEUTICALS INC (MDGL) - 0.30%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
RAMBUS INC (RMBS) - 0.28%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
ENSIGN GROUP INC (ENSG) - 0.28%
VISA INC CLASS A (V) - 0.90%
#18
SPX TECHNOLOGIES INC (SPXC) - 0.27%
WALMART INC (WMT) - 0.76%
#19
JOBY AVIATION INC (JOBY) - 0.18%
INTEL CORP (INTC) - 0.75%
#20
SEMTECH CORP (SMTC) - 0.18%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
AXSOME THERAPEUTICS INC (AXSM) - 0.17%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
ESSENT GROUP LTD (ESNT) - 0.17%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
TERRENO REALTY CORP (TRNO) - 0.17%
ABBVIE INC (ABBV) - 0.66%
#24
PIPER SANDLER COS (PIPR) - 0.17%
CATERPILLAR INC (CAT) - 0.65%
#25
INSTALLED BUILDING PRODUCTS INC (IBP) - 0.17%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings1773505

UWM vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UWM
-2.78%
Winner
SPY
+0.63%
3M
Winner
UWM
+10.31%
SPY
+4.46%
6M
Winner
UWM
+17.11%
SPY
+7.67%
1Y
Winner
UWM
+54.64%
SPY
+17.68%
5Y(CAGR)
UWM
+3.69%
Winner
SPY
+12.42%
10Y(CAGR)
UWM
+11.52%
Winner
SPY
+14.84%
Max(CAGR)
UWM
+7.21%
Winner
SPY
+8.44%

UWM vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUWMSPY
2026+32.17%+8.63%
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%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -5.92%. The current SPY drawdown is -2.57%.

RankUWMSPY
#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 - Jun 15, 2026		-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.

YearUWMSPY
20260.21%0.50%
20251.05%1.07%
20241.16%1.21%
20230.34%1.40%
20220.40%1.65%
20210.00%1.20%
20200.07%1.52%
20190.55%1.75%
20180.41%2.04%
20170.11%1.80%
20160.27%2.03%
20150.23%2.06%
20140.11%1.87%
20130.00%1.81%
20120.02%2.18%
20110.00%2.05%
20100.02%1.80%
20090.21%1.95%
20081.23%3.02%
20072.39%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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