UXI vs CVRT
Comparison between PROSHARES ULTRA INDUSTRIALS (UXI, ETF) and Calamos Convertible Equity Alternative ETF (CVRT, ETF).
UXI vs CVRT - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UXI
$29M
Winner
CVRT
$29M
Expense Ratio
UXI
N/A
CVRT
0.69%
Max Drawdown
UXI
89.68%
Winner
CVRT
21.13%
Sharpe Ratio
UXI
1.08
Winner
CVRT
2.21
5Y Beta
UXI
1.82
Winner
CVRT
1.00
P/E Ratio
UXI
31.32
CVRT
N/A
Forward P/E
UXI
26.44
CVRT
N/A
PEG Ratio
UXI
0.65
CVRT
N/A
5Y Dividends CAGR
UXI
41.22%
CVRT
N/A
Debt to Equity
UXI
64.80%
CVRT
N/A
P/S Ratio
UXI
3.18
CVRT
N/A
P/B Ratio
UXI
7.24
CVRT
N/A
UXI vs CVRT - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UXI
+0.76%
CVRT
+0.10%
3M
UXI
+11.12%
Winner
CVRT
+25.79%
6M
UXI
+21.89%
Winner
CVRT
+35.22%
1Y
UXI
+41.44%
Winner
CVRT
+69.08%
5Y(CAGR)
UXI
+12.39%
CVRT
N/A
10Y(CAGR)
UXI
+19.59%
CVRT
N/A
Max(CAGR)
UXI
+13.10%
Winner
CVRT
+34.16%
UXI vs CVRT - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UXI | CVRT |
|---|---|---|
| 2026 | +19.91% | +32.13% |
| 2025 | +30.94% | +29.40% |
| 2024 | +29.41% | +16.12% |
| 2023 | +26.28% | +11.01% |
| 2022 | -32.05% | N/A |
| 2021 | +40.56% | N/A |
| 2020 | +13.46% | N/A |
| 2019 | +65.69% | N/A |
| 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 CVRT Drawdown Comparison
The maximum drawdown for UXI was -89.02%, occurring on Mar 9, 2009. Recovery took 1554 trading sessions.
The maximum drawdown for CVRT was -20.71%, occurring on Apr 8, 2025. Recovery took 149 trading sessions.
The current UXI drawdown is -5.56%. The current CVRT drawdown is -5.00%.
| Rank | UXI | CVRT |
|---|---|---|
| #1 | -89.02% Jul 19, 2007 - Sep 19, 2013 | -20.71% Nov 29, 2024 - Jul 9, 2025 |
| #2 | -66.48% Feb 12, 2020 - Nov 16, 2020 | -9.41% Jul 16, 2024 - Sep 19, 2024 |
| #3 | -48.25% Nov 16, 2021 - Jul 16, 2024 | -8.60% Feb 25, 2026 - Apr 8, 2026 |
| #4 | -43.80% Jan 26, 2018 - Nov 1, 2019 | -8.57% Jun 2, 2026 - Jun 10, 2026 |
| #5 | -36.42% Nov 29, 2024 - Jun 30, 2025 | -8.52% Oct 11, 2023 - Nov 29, 2023 |
| #6 | -30.89% Mar 2, 2015 - Jul 8, 2016 | -7.97% Mar 27, 2024 - Jul 16, 2024 |
| #7 | -23.59% Mar 2, 2026 - Mar 30, 2026 | -7.52% Nov 10, 2025 - Dec 10, 2025 |
| #8 | -19.16% Jun 9, 2014 - Nov 6, 2014 | -6.24% Feb 12, 2024 - Mar 4, 2024 |
| #9 | -14.10% Jan 15, 2014 - Mar 6, 2014 | -6.16% May 11, 2026 - May 29, 2026 |
| #10 | -13.44% Aug 30, 2021 - Nov 16, 2021 | -5.22% Jan 28, 2026 - Feb 6, 2026 |
| #11 | -12.23% Jul 16, 2024 - Aug 23, 2024 | -5.02% Dec 26, 2023 - Feb 9, 2024 |
| #12 | -11.81% Dec 29, 2014 - Feb 13, 2015 | -4.73% Dec 11, 2025 - Jan 5, 2026 |
| #13 | -11.61% Jan 12, 2021 - Feb 8, 2021 | -4.05% Oct 15, 2025 - Oct 27, 2025 |
| #14 | -11.13% Feb 21, 2007 - Apr 20, 2007 | -3.21% Nov 3, 2025 - Nov 10, 2025 |
| #15 | -11.01% Nov 25, 2014 - Dec 26, 2014 | -3.09% Jul 17, 2025 - Aug 22, 2025 |
Correlation
Correlation between UXI and CVRT is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.
0.94
-101
Dividend Comparison (2007 - 2026)
UXI vs CVRT dividend yield comparison.
| Year | UXI | CVRT |
|---|---|---|
| 2026 | 0.09% | 0.47% |
| 2025 | 0.90% | 1.68% |
| 2024 | 0.18% | 1.49% |
| 2023 | 0.21% | 0.32% |
| 2022 | 0.24% | 0.00% |
| 2021 | 0.03% | 0.00% |
| 2020 | 0.29% | 0.00% |
| 2019 | 0.58% | 0.00% |
| 2018 | 0.37% | 0.00% |
| 2017 | 0.24% | 0.00% |
| 2016 | 0.38% | 0.00% |
| 2015 | 0.41% | 0.00% |
| 2014 | 0.35% | 0.00% |
| 2013 | 0.16% | 0.00% |
| 2012 | 0.30% | 0.00% |
| 2011 | 0.17% | 0.00% |
| 2010 | 0.22% | 0.00% |
| 2009 | 0.71% | 0.00% |
| 2008 | 2.47% | 0.00% |
| 2007 | 5.95% | 0.00% |
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