UXI vs DIVY
Comparison between PROSHARES ULTRA INDUSTRIALS (UXI, ETF) and SOUND EQUITY DIVIDEND INCOME ETF (DIVY, ETF).
5-Year PerformanceUXI has outperformed DIVY, delivering a return of +13.1% compared to +6.5%
UXI vs DIVY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UXI
$29M
DIVY
$28M
Expense Ratio
UXI
N/A
DIVY
0.45%
Max Drawdown
UXI
89.68%
Winner
DIVY
50.03%
Sharpe Ratio
UXI
1.10
Winner
DIVY
1.14
5Y Beta
UXI
1.82
Winner
DIVY
0.65
P/E Ratio
Winner
UXI
31.32
DIVY
58.74
Forward P/E
UXI
26.44
Winner
DIVY
10.86
PEG Ratio
UXI
0.65
Winner
DIVY
-0.03
5Y Dividends CAGR
UXI
41.22%
DIVY
N/A
5Y EPS CAGR
UXI
N/A
DIVY
2.54%
Debt to Equity
Winner
UXI
64.80%
DIVY
72.09%
P/S Ratio
UXI
3.18
Winner
DIVY
1.22
P/B Ratio
UXI
7.24
Winner
DIVY
1.78
UXI vs DIVY - Holdings Comparison
UXI and DIVY have 3 common holdings. Overlap is 1.06%
UXI's top 25 holdings weight is 76.34%. DIVY's top 25 holdings weight is 81.30%.
| Rank | UXI | DIVY |
|---|---|---|
| #1 | INDUSTRIAL SELECT SECTOR INDEX SWAP (n/a) - 19.45% | CISCO SYSTEMS INC (CSCO) - 4.71% |
| #2 | CASH (n/a) - 13.27% | OMNICOM GROUP INC (OMC) - 4.30% |
| #3 | CTE PROSHARES TRUST M (n/a) - 5.19% | CITIZENS FINANCIAL GROUP INC (CFG) - 3.85% |
| #4 | CATERPILLAR INC (CAT) - 4.85% | EVERSOURCE ENERGY (ES) - 3.68% |
| #5 | GE AEROSPACE (GE) - 3.82% | UNITED PARCEL SERVICE INC CLASS B (UPS) - 3.64% |
| #6 | GE VERNOVA INC (GEV) - 3.00% | PRINCIPAL FINANCIAL GROUP INC (PFG) - 3.58% |
| #7 | RTX CORP (RTX) - 2.68% | TOTALENERGIES SE (TTE:XPAR) - 3.46% |
| #8 | BOEING CO (BA) - 1.96% | GSK PLC ADR (GSK) - 3.37% |
| #9 | EATON CORP PLC (ETN) - 1.86% | PERRIGO CO PLC (PRGO) - 3.31% |
| #10 | UNION PACIFIC CORP (UNP) - 1.80% | HF SINCLAIR CORP (DINO) - 3.29% |
| #11 | HONEYWELL INTERNATIONAL INC (HON) - 1.71% | FRANKLIN RESOURCES INC (BEN) - 3.29% |
| #12 | UBER TECHNOLOGIES INC (UBER) - 1.69% | SONOCO PRODUCTS CO (SON) - 3.22% |
| #13 | DEERE & CO (DE) - 1.67% | COREBRIDGE FINANCIAL INC (CRBG) - 3.10% |
| #14 | VERTIV HOLDINGS CO CLASS A (VRT) - 1.46% | CITIGROUP INC (C) - 3.07% |
| #15 | PARKER HANNIFIN CORP (PH) - 1.22% | INTERNATIONAL BUSINESS MACHINES CORP (IBM) - 3.04% |
| #16 | QUANTA SERVICES INC (PWR) - 1.20% | M&T BANK CORP (MTB) - 2.99% |
| #17 | LOCKHEED MARTIN CORP (LMT) - 1.19% | AVISTA CORP (AVA) - 2.98% |
| #18 | TRANE TECHNOLOGIES PLC CLASS A (TT) - 1.16% | PROVIDENT FINANCIAL SERVICES INC (PFS) - 2.96% |
| #19 | HOWMET AEROSPACE INC (HWM) - 1.15% | AT&T INC (T) - 2.94% |
| #20 | AUTOMATIC DATA PROCESSING INC (ADP) - 1.07% | ENBRIDGE INC (ENB) - 2.92% |
| #21 | CUMMINS INC (CMI) - 1.06% | PFIZER INC (PFE) - 2.86% |
| #22 | n/a (JCI) - 1.00% | ONEOK INC (OKE) - 2.79% |
| #23 | CSX CORP (CSX) - 0.98% | THE SCOTTS MIRACLE GRO CO CLASS A (SMG) - 2.71% |
| #24 | GENERAL DYNAMICS CORP (GD) - 0.98% | ACCENTURE PLC CLASS A (ACN) - 2.64% |
| #25 | UNITED PARCEL SERVICE INC CLASS B (UPS) - 0.92% | JM SMUCKER CO (SJM) - 2.60% |
| Total Holdings | 84 | 38 |
UXI vs DIVY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UXI
+7.89%
DIVY
+5.05%
3M
Winner
UXI
+13.31%
DIVY
+8.42%
6M
Winner
UXI
+25.15%
DIVY
+11.26%
1Y
Winner
UXI
+46.10%
DIVY
+19.34%
5Y(CAGR)
Winner
UXI
+13.06%
DIVY
+6.53%
10Y(CAGR)
Winner
UXI
+19.94%
DIVY
+3.57%
Max(CAGR)
Winner
UXI
+13.27%
DIVY
+3.52%
UXI vs DIVY - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UXI | DIVY |
|---|---|---|
| 2026 | +23.51% | +11.12% |
| 2025 | +30.94% | +7.52% |
| 2024 | +29.41% | +3.53% |
| 2023 | +26.28% | N/A |
| 2022 | -32.05% | N/A |
| 2021 | +40.56% | N/A |
| 2020 | +13.46% | -17.43% |
| 2019 | +65.69% | +8.66% |
| 2018 | -28.21% | -2.49% |
| 2017 | +47.88% | +3.78% |
| 2016 | +41.82% | +8.94% |
| 2015 | -6.69% | +0.14% |
| 2014 | +15.74% | +2.80% |
| 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 DIVY Drawdown Comparison
The maximum drawdown for UXI was -89.02%, occurring on Mar 9, 2009. Recovery took 1554 trading sessions.
The maximum drawdown for DIVY was -48.27%, occurring on Apr 1, 2020. Recovery took 213 trading sessions.
The current UXI drawdown is -2.73%. The current DIVY drawdown is -0.44%.
| Rank | UXI | DIVY |
|---|---|---|
| #1 | -89.02% Jul 19, 2007 - Sep 19, 2013 | -48.27% Jan 22, 2020 - Aug 23, 2024 |
| #2 | -66.48% Feb 12, 2020 - Nov 16, 2020 | -18.35% Nov 29, 2024 - Jul 23, 2025 |
| #3 | -48.25% Nov 16, 2021 - Jul 16, 2024 | -9.07% Feb 20, 2026 - Jun 11, 2026 |
| #4 | -43.80% Jan 26, 2018 - Nov 1, 2019 | -8.40% Mar 13, 2018 - Jul 18, 2019 |
| #5 | -36.42% Nov 29, 2024 - Jun 30, 2025 | -6.04% Jul 23, 2025 - Dec 10, 2025 |
| #6 | -30.89% Mar 2, 2015 - Jul 8, 2016 | -5.39% Mar 2, 2017 - Jan 9, 2018 |
| #7 | -23.59% Mar 2, 2026 - Mar 30, 2026 | -5.25% Dec 23, 2014 - Jun 23, 2016 |
| #8 | -19.16% Jun 9, 2014 - Nov 6, 2014 | -4.38% Jul 18, 2019 - Nov 11, 2019 |
| #9 | -14.10% Jan 15, 2014 - Mar 6, 2014 | -4.34% Oct 18, 2024 - Nov 25, 2024 |
| #10 | -13.44% Aug 30, 2021 - Nov 16, 2021 | -2.52% Jan 12, 2018 - Feb 21, 2018 |
| #11 | -12.23% Jul 16, 2024 - Aug 23, 2024 | -2.47% Aug 30, 2024 - Sep 16, 2024 |
| #12 | -11.81% Dec 29, 2014 - Feb 13, 2015 | -2.35% Nov 11, 2019 - Nov 20, 2019 |
| #13 | -11.61% Jan 12, 2021 - Feb 8, 2021 | -2.17% Dec 31, 2019 - Jan 22, 2020 |
| #14 | -11.13% Feb 21, 2007 - Apr 20, 2007 | -1.90% Dec 6, 2019 - Dec 31, 2019 |
| #15 | -11.01% Nov 25, 2014 - Dec 26, 2014 | -1.83% Sep 19, 2024 - Oct 16, 2024 |
Correlation
Correlation between UXI and DIVY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
0.83
-101
Dividend Comparison (2007 - 2026)
UXI vs DIVY dividend yield comparison.
| Year | UXI | DIVY |
|---|---|---|
| 2026 | 0.08% | 1.17% |
| 2025 | 0.90% | 3.68% |
| 2024 | 0.18% | 2.94% |
| 2023 | 0.21% | 0.00% |
| 2022 | 0.24% | 0.00% |
| 2021 | 0.03% | 0.00% |
| 2020 | 0.29% | 0.00% |
| 2019 | 0.58% | 3.63% |
| 2018 | 0.37% | 1.60% |
| 2017 | 0.24% | 0.85% |
| 2016 | 0.38% | 0.44% |
| 2015 | 0.41% | 1.98% |
| 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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