UXI vs BNKU
Comparison between PROSHARES ULTRA INDUSTRIALS (UXI, ETF) and Bank of Montreal (BNKU, ETF).
5-Year PerformanceUXI has outperformed BNKU, delivering a return of +11.5% compared to -10.4%
UXI vs BNKU - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UXI
$32M
Winner
BNKU
$32M
Max Drawdown
Winner
UXI
89.68%
BNKU
91.10%
Sharpe Ratio
UXI
1.09
Winner
BNKU
1.46
5Y Beta
UXI
1.80
Winner
BNKU
1.43
P/E Ratio
UXI
32.31
Winner
BNKU
13.99
Forward P/E
UXI
26.39
Winner
BNKU
13.26
PEG Ratio
UXI
0.68
Winner
BNKU
0.60
5Y Dividends CAGR
UXI
41.22%
BNKU
N/A
5Y EPS CAGR
UXI
N/A
BNKU
11.94%
Debt to Equity
Winner
UXI
64.41%
BNKU
92.79%
P/S Ratio
Winner
UXI
3.18
BNKU
3.72
P/B Ratio
UXI
7.25
Winner
BNKU
1.72
UXI vs BNKU - Holdings Comparison
UXI and BNKU have 0 common holdings. Overlap is 0.00%
UXI's top 25 holdings weight is 76.63%. BNKU's top 25 holdings weight is 99.99%.
| Rank | UXI | BNKU |
|---|---|---|
| #1 | INDUSTRIAL SELECT SECTOR INDEX SWAP (n/a) - 19.64% | U.S. BANCORP (USB) - 10.97% |
| #2 | CASH (n/a) - 13.23% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 10.70% |
| #3 | CTE PROSHARES TRUST M (n/a) - 5.13% | BANK OF AMERICA CORP (BAC) - 10.23% |
| #4 | CATERPILLAR INC (CAT) - 4.83% | WELLS FARGO & CO (WFC) - 10.13% |
| #5 | GE AEROSPACE (GE) - 3.77% | JPMORGAN CHASE & CO (JPM) - 10.00% |
| #6 | GE VERNOVA INC (GEV) - 3.31% | BANK OF NEW YORK MELLON CORP (BK) - 9.82% |
| #7 | RTX CORP (RTX) - 2.74% | CITIGROUP INC (C) - 9.77% |
| #8 | BOEING CO (BA) - 1.97% | THE GOLDMAN SACHS GROUP INC (GS) - 9.70% |
| #9 | UNION PACIFIC CORP (UNP) - 1.84% | CHARLES SCHWAB CORP (SCHW) - 9.45% |
| #10 | EATON CORP PLC (ETN) - 1.79% | MORGAN STANLEY (MS) - 9.22% |
| #11 | HONEYWELL INTERNATIONAL INC (HON) - 1.68% | N/A |
| #12 | UBER TECHNOLOGIES INC (UBER) - 1.65% | N/A |
| #13 | DEERE & CO (DE) - 1.52% | N/A |
| #14 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.41% | N/A |
| #15 | PARKER HANNIFIN CORP (PH) - 1.26% | N/A |
| #16 | QUANTA SERVICES INC (PWR) - 1.26% | N/A |
| #17 | LOCKHEED MARTIN CORP (LMT) - 1.23% | N/A |
| #18 | HOWMET AEROSPACE INC (HWM) - 1.20% | N/A |
| #19 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.16% | N/A |
| #20 | CUMMINS INC (CMI) - 1.05% | N/A |
| #21 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.00% | N/A |
| #22 | GENERAL DYNAMICS CORP (GD) - 1.00% | N/A |
| #23 | FEDEX CORP (FDX) - 0.99% | N/A |
| #24 | CSX CORP (CSX) - 0.99% | N/A |
| #25 | n/a (JCI) - 0.98% | N/A |
| Total Holdings | 83 | 10 |
UXI vs BNKU - Historical Returns
Returns include dividend reinvestment.
1M
UXI
+1.53%
Winner
BNKU
+10.59%
3M
UXI
+0.65%
Winner
BNKU
+31.00%
6M
Winner
UXI
+23.25%
BNKU
+15.87%
1Y
UXI
+39.22%
Winner
BNKU
+103.15%
5Y(CAGR)
Winner
UXI
+11.54%
BNKU
-10.43%
10Y(CAGR)
UXI
+19.16%
BNKU
N/A
Max(CAGR)
Winner
UXI
+13.02%
BNKU
-4.80%
UXI vs BNKU - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UXI | BNKU |
|---|---|---|
| 2026 | +17.99% | +0.46% |
| 2025 | +30.94% | +46.04% |
| 2024 | +29.41% | +44.52% |
| 2023 | +26.28% | -7.85% |
| 2022 | -32.05% | -57.27% |
| 2021 | +40.56% | +120.87% |
| 2020 | +13.46% | -68.69% |
| 2019 | +65.69% | +55.40% |
| 2018 | -28.21% | N/A |
| 2017 | +47.88% | N/A |
| 2016 | +41.82% | N/A |
| 2015 | -6.69% | N/A |
| 2014 | +15.74% | N/A |
| 2013 | +82.23% | N/A |
| 2012 | +27.95% | N/A |
| 2011 | -11.93% | N/A |
| 2010 | +44.24% | N/A |
| 2009 | +30.85% | N/A |
| 2008 | -69.58% | N/A |
| 2007 | +10.42% | N/A |
UXI vs BNKU Drawdown Comparison
The maximum drawdown for UXI was -89.02%, occurring on Mar 9, 2009. Recovery took 1554 trading sessions.
The maximum drawdown for BNKU was -91.10%, occurring on Mar 23, 2020. This drawdown has not yet recovered.
The current UXI drawdown is -7.07%. The current BNKU drawdown is -56.10%.
| Rank | UXI | BNKU |
|---|---|---|
| #1 | -89.02% Jul 19, 2007 - Sep 19, 2013 | -91.10% Jan 2, 2020 - Mar 23, 2020 |
| #2 | -66.48% Feb 12, 2020 - Nov 16, 2020 | -35.57% Jul 26, 2019 - Oct 25, 2019 |
| #3 | -48.25% Nov 16, 2021 - Jul 16, 2024 | -28.32% May 3, 2019 - Jul 24, 2019 |
| #4 | -43.80% Jan 26, 2018 - Nov 1, 2019 | -8.07% Nov 27, 2019 - Dec 6, 2019 |
| #5 | -36.42% Nov 29, 2024 - Jun 30, 2025 | -4.47% Oct 29, 2019 - Nov 1, 2019 |
| #6 | -30.89% Mar 2, 2015 - Jul 8, 2016 | -4.22% Nov 8, 2019 - Nov 21, 2019 |
| #7 | -23.59% Mar 2, 2026 - Mar 30, 2026 | -3.87% Apr 4, 2019 - Apr 12, 2019 |
| #8 | -19.16% Jun 9, 2014 - Nov 6, 2014 | -3.36% Apr 12, 2019 - Apr 16, 2019 |
| #9 | -14.10% Jan 15, 2014 - Mar 6, 2014 | -3.09% Apr 29, 2019 - May 3, 2019 |
| #10 | -13.44% Aug 30, 2021 - Nov 16, 2021 | -2.90% Apr 17, 2019 - Apr 29, 2019 |
| #11 | -12.23% Jul 16, 2024 - Aug 23, 2024 | -2.75% Jul 24, 2019 - Jul 26, 2019 |
| #12 | -11.81% Dec 29, 2014 - Feb 13, 2015 | -2.72% Dec 17, 2019 - Dec 26, 2019 |
| #13 | -11.61% Jan 12, 2021 - Feb 8, 2021 | -2.71% Dec 12, 2019 - Dec 17, 2019 |
| #14 | -11.13% Feb 21, 2007 - Apr 20, 2007 | -2.21% Dec 26, 2019 - Jan 2, 2020 |
| #15 | -11.01% Nov 25, 2014 - Dec 26, 2014 | -1.74% Dec 6, 2019 - Dec 12, 2019 |
Correlation
Correlation between UXI and BNKU is 0.03 which considered as a very weak or no correlation - the stocks move independently of each other.
0.03
-101
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