UYG vs CCD

Comparison between PROSHARES ULTRA FINANCIALS (UYG, ETF) and Calamos Dynamic Convertible and Income Fund (CCD, ETF).

5-Year PerformanceUYG has outperformed CCD, delivering a return of +13.1% compared to +7.3%

UYG vs CCD - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UYG(ETF)	CCD(ETF)
Net Assets	$743M	$746M
Max Drawdown	97.97%	60.86%
Sharpe Ratio	0.30	1.65
5Y Beta	1.56	0.78
P/E Ratio	17.62	N/A
Forward P/E	16.33	N/A
PEG Ratio	0.58	N/A
5Y Dividends CAGR	119.16%	3.14%
5Y EPS CAGR	11.58%	N/A
Debt to Equity	71.89%	N/A
P/S Ratio	3.64	N/A
P/B Ratio	2.42	N/A

Net Assets

UYG

$743M

Winner

CCD

$746M

Max Drawdown

UYG

97.97%

Winner

CCD

60.86%

Sharpe Ratio

UYG

0.30

Winner

CCD

1.65

5Y Beta

UYG

1.56

Winner

CCD

0.78

P/E Ratio

UYG

17.62

CCD

N/A

Forward P/E

UYG

16.33

CCD

N/A

PEG Ratio

UYG

0.58

CCD

N/A

5Y Dividends CAGR

Winner

UYG

119.16%

CCD

3.14%

5Y EPS CAGR

UYG

11.58%

CCD

N/A

Debt to Equity

UYG

71.89%

CCD

N/A

P/S Ratio

UYG

3.64

CCD

N/A

P/B Ratio

UYG

2.42

CCD

N/A

UYG vs CCD - Historical Returns

Returns include dividend reinvestment.

Period	UYG	CCD
1 month	+8.24%	+1.16%
3 months	+13.75%	+8.88%
6 months	+7.71%	+19.07%
1 year	+9.07%	+38.50%
5 years(CAGR)	+13.14%	+7.27%
10 years(CAGR)	+17.93%	+13.61%
Max(CAGR)	+0.54%	+10.59%

Winner

UYG

+8.24%

CCD

+1.16%

Winner

UYG

+13.75%

CCD

+8.88%

UYG

+7.71%

Winner

CCD

+19.07%

UYG

+9.07%

Winner

CCD

+38.50%

5Y(CAGR)

Winner

UYG

+13.14%

CCD

+7.27%

10Y(CAGR)

Winner

UYG

+17.93%

CCD

+13.61%

Max(CAGR)

UYG

+0.54%

Winner

CCD

+10.59%

UYG vs CCD - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UYG	CCD
2026	+1.31%	+27.71%
2025	+20.40%	-4.09%
2024	+54.90%	+37.39%
2023	+21.56%	+7.41%
2022	-33.20%	-27.83%
2021	+81.39%	+22.43%
2020	-21.03%	+44.67%
2019	+65.80%	+37.30%
2018	-22.31%	-9.57%
2017	+37.19%	+25.52%
2016	+36.51%	+8.14%
2015	-4.45%	-22.81%
2014	+28.88%	N/A
2013	+65.28%	N/A
2012	+47.82%	N/A
2011	-35.32%	N/A
2010	+13.99%	N/A
2009	-6.37%	N/A
2008	-84.55%	N/A
2007	-40.73%	N/A

UYG vs CCD Drawdown Comparison

The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.

The maximum drawdown for CCD was -55.32%, occurring on Mar 18, 2020. Recovery took 94 trading sessions.

The current UYG drawdown is -3.90%. The current CCD drawdown is -0.24%.

Rank	UYG	CCD
#1	-97.90% Feb 20, 2007 - Jan 30, 2025	-55.32% Feb 20, 2020 - Jul 6, 2020
#2	-30.35% Feb 18, 2025 - Jul 3, 2025	-37.54% Nov 9, 2021 - Sep 19, 2024
#3	-28.91% Jan 6, 2026 - Mar 27, 2026	-36.95% Apr 24, 2015 - Jul 12, 2017
#4	-11.82% Sep 29, 2025 - Dec 11, 2025	-26.91% Sep 12, 2018 - Jul 19, 2019
#5	-7.58% Jul 25, 2025 - Aug 22, 2025	-22.28% Oct 10, 2024 - Jan 15, 2026
#6	-6.00% Jul 3, 2025 - Jul 25, 2025	-11.42% Jan 24, 2018 - Apr 20, 2018
#7	-3.72% Sep 4, 2025 - Sep 19, 2025	-11.34% Mar 2, 2021 - Oct 19, 2021
#8	-3.28% Dec 24, 2025 - Jan 5, 2026	-11.08% Feb 20, 2026 - Apr 8, 2026
#9	-3.19% Feb 8, 2007 - Feb 14, 2007	-9.88% Oct 12, 2020 - Nov 6, 2020
#10	-3.15% Feb 6, 2025 - Feb 18, 2025	-8.30% Sep 1, 2020 - Oct 7, 2020
#11	-2.39% Jan 30, 2025 - Feb 6, 2025	-7.38% May 6, 2026 - May 26, 2026
#12	-2.09% Sep 19, 2025 - Sep 29, 2025	-6.29% Jun 2, 2026 - Jun 30, 2026
#13	-1.92% Dec 15, 2025 - Dec 22, 2025	-5.92% Feb 12, 2021 - Mar 2, 2021
#14	-1.86% Aug 29, 2025 - Sep 4, 2025	-5.65% Jul 24, 2019 - Oct 17, 2019
#15	-1.10% Aug 22, 2025 - Aug 26, 2025	-5.56% Jul 20, 2017 - Sep 19, 2017

Correlation

Correlation between UYG and CCD is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89

-101

Dividend Comparison (2007 - 2026)

UYG vs CCD dividend yield comparison.

Year	UYG	CCD
2026	0.34%	4.56%
2025	11.72%	11.22%
2024	0.51%	9.63%
2023	0.79%	11.83%
2022	0.77%	11.42%
2021	9.39%	7.43%
2020	0.66%	7.11%
2019	0.90%	8.93%
2018	1.28%	12.21%
2017	0.56%	9.99%
2016	0.76%	11.43%
2015	0.72%	7.40%
2014	0.57%	0.00%
2013	0.29%	0.00%
2012	0.86%	0.00%
2011	0.33%	0.00%
2010	0.12%	0.00%
2009	0.69%	0.00%
2008	5.45%	0.00%
2007	2.45%	0.00%