UYG vs EZA
Comparison between PROSHARES ULTRA FINANCIALS (UYG, ETF) and ISHARES MSCI SOUTH AFRICA ETF (EZA, ETF).
5-Year PerformanceUYG has outperformed EZA, delivering a return of +12.9% compared to +11.6%
UYG vs EZA - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UYG
$693M
EZA
$693M
Expense Ratio
UYG
N/A
EZA
0.59%
Max Drawdown
UYG
97.97%
Winner
EZA
68.15%
Sharpe Ratio
UYG
0.29
Winner
EZA
1.09
5Y Beta
UYG
1.57
Winner
EZA
0.97
P/E Ratio
UYG
15.19
EZA
N/A
Forward P/E
UYG
15.72
EZA
N/A
5Y Dividends CAGR
Winner
UYG
104.43%
EZA
14.29%
5Y EPS CAGR
UYG
11.58%
EZA
N/A
Debt to Equity
UYG
71.44%
EZA
N/A
UYG vs EZA - Holdings Comparison
UYG and EZA have 1 common holdings. Overlap is -0.08%
UYG's top 25 holdings weight is 72.89%. EZA's top 25 holdings weight is 97.23%.
| Rank | UYG | EZA |
|---|---|---|
| #1 | FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 15.14% | ANGLOGOLD ASHANTI PLC (AU) - 11.34% |
| #2 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.44% | NASPERS LTD CLASS N (n/a) - 11.23% |
| #3 | JPMORGAN CHASE & CO (JPM) - 7.28% | GOLD FIELDS LTD (n/a) - 8.54% |
| #4 | SP FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 5.07% | FIRSTRAND LTD (n/a) - 7.31% |
| #5 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 5.01% | STANDARD BANK GROUP LTD (n/a) - 6.49% |
| #6 | VISA INC CLASS A (V) - 4.72% | MTN GROUP LTD (n/a) - 4.80% |
| #7 | MASTERCARD INC CLASS A (MA) - 3.53% | CAPITEC BANK HOLDINGS LTD (n/a) - 4.69% |
| #8 | BANK OF AMERICA CORP (BAC) - 3.07% | VALTERRA PLATINUM LTD (n/a) - 4.09% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 2.40% | ABSA GROUP LTD (n/a) - 3.64% |
| #10 | WELLS FARGO & CO (WFC) - 2.16% | IMPALA PLATINUM HOLDINGS LTD (n/a) - 3.14% |
| #11 | MORGAN STANLEY (MS) - 1.99% | DISCOVERY LTD (n/a) - 2.81% |
| #12 | CITIGROUP INC (C) - 1.95% | SANLAM LTD (n/a) - 2.80% |
| #13 | AMERICAN EXPRESS CO (AXP) - 1.48% | HARMONY GOLD MINING CO LTD (n/a) - 2.67% |
| #14 | CHARLES SCHWAB CORP (SCHW) - 1.35% | BID CORP LTD (n/a) - 2.65% |
| #15 | BLACKROCK INC (BLK) - 1.32% | SHOPRITE HOLDINGS LTD (n/a) - 2.60% |
| #16 | S&P GLOBAL INC (SPGI) - 1.13% | SASOL LTD (n/a) - 2.50% |
| #17 | CAPITAL ONE FINANCIAL CORP (COF) - 1.03% | SIBANYE STILLWATER LTD ORDINARY SHARES (n/a) - 2.19% |
| #18 | CHUBB LTD (CB) - 1.02% | NEDBANK GROUP LTD (n/a) - 2.18% |
| #19 | PROGRESSIVE CORP (PGR) - 1.01% | REMGRO LTD (n/a) - 1.86% |
| #20 | CME GROUP INC CLASS A (CME) - 0.90% | VODACOM GROUP LTD (n/a) - 1.84% |
| #21 | BLACKSTONE INC (BX) - 0.80% | NORTHAM PLATINUM HOLDINGS LTD (n/a) - 1.81% |
| #22 | BANK OF NEW YORK MELLON CORP (BK) - 0.79% | NEPI ROCKCASTLE NV (n/a) - 1.68% |
| #23 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.78% | BIDVEST GROUP LTD (n/a) - 1.54% |
| #24 | INTERCONTINENTAL EXCHANGE INC (ICE) - 0.77% | PEPKOR HOLDINGS LTD (n/a) - 1.49% |
| #25 | U.S. BANCORP (USB) - 0.75% | REINET INVESTMENTS SCA (n/a) - 1.34% |
| Total Holdings | 80 | 35 |
UYG vs EZA - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UYG
+6.64%
EZA
+0.49%
3M
Winner
UYG
+18.75%
EZA
+3.48%
6M
UYG
-5.58%
Winner
EZA
+0.95%
1Y
UYG
+8.27%
Winner
EZA
+38.80%
5Y(CAGR)
Winner
UYG
+12.91%
EZA
+11.58%
10Y(CAGR)
Winner
UYG
+18.05%
EZA
+8.08%
Max(CAGR)
UYG
+0.81%
Winner
EZA
+10.00%
UYG vs EZA - Annual Returns (2003 - 2026)
Returns include dividend reinvestment.
| Year | UYG | EZA |
|---|---|---|
| 2026 | -7.40% | -1.80% |
| 2025 | +20.40% | +73.49% |
| 2024 | +54.90% | +9.82% |
| 2023 | +21.56% | -1.59% |
| 2022 | -33.20% | -6.50% |
| 2021 | +81.39% | +7.43% |
| 2020 | -21.03% | -6.02% |
| 2019 | +65.80% | +9.97% |
| 2018 | -22.15% | -25.17% |
| 2017 | +38.89% | +34.76% |
| 2016 | +39.01% | +19.57% |
| 2015 | -2.76% | -24.50% |
| 2014 | +32.96% | +6.87% |
| 2013 | +67.98% | -7.68% |
| 2012 | +54.75% | +17.91% |
| 2011 | -34.23% | -15.89% |
| 2010 | +13.98% | +32.24% |
| 2009 | -6.78% | +47.87% |
| 2008 | -84.66% | -36.96% |
| 2007 | -41.14% | +20.67% |
| 2006 | N/A | +15.47% |
| 2005 | N/A | +27.20% |
| 2004 | N/A | +42.85% |
| 2003 | N/A | +51.38% |
UYG vs EZA Drawdown Comparison
The maximum drawdown for UYG was -97.93%, occurring on Mar 6, 2009. Recovery took 4460 trading sessions.
The maximum drawdown for EZA was -63.06%, occurring on Oct 27, 2008. Recovery took 730 trading sessions.
The current UYG drawdown is -12.17%. The current EZA drawdown is -16.48%.
| Rank | UYG | EZA |
|---|---|---|
| #1 | -97.93% Feb 20, 2007 - Nov 6, 2024 | -63.06% Oct 31, 2007 - Sep 24, 2010 |
| #2 | -30.35% Feb 18, 2025 - Jul 3, 2025 | -62.32% Jan 26, 2018 - May 23, 2025 |
| #3 | -28.91% Jan 6, 2026 - Mar 27, 2026 | -45.03% Apr 28, 2015 - Dec 21, 2017 |
| #4 | -15.20% Nov 29, 2024 - Jan 30, 2025 | -29.56% May 9, 2006 - Feb 16, 2007 |
| #5 | -11.82% Sep 29, 2025 - Dec 11, 2025 | -25.94% Apr 29, 2011 - May 14, 2014 |
| #6 | -7.58% Jul 25, 2025 - Aug 22, 2025 | -23.31% Feb 27, 2026 - Mar 20, 2026 |
| #7 | -6.00% Jul 3, 2025 - Jul 25, 2025 | -20.25% Jul 23, 2007 - Oct 4, 2007 |
| #8 | -3.72% Sep 4, 2025 - Sep 19, 2025 | -19.16% Apr 6, 2004 - Sep 16, 2004 |
| #9 | -3.33% Nov 6, 2024 - Nov 11, 2024 | -18.04% Mar 9, 2005 - Aug 10, 2005 |
| #10 | -3.28% Dec 24, 2025 - Jan 5, 2026 | -17.71% Sep 5, 2014 - Apr 28, 2015 |
| #11 | -3.19% Feb 8, 2007 - Feb 14, 2007 | -13.68% Feb 1, 2006 - Apr 3, 2006 |
| #12 | -3.15% Feb 6, 2025 - Feb 18, 2025 | -13.47% Feb 23, 2007 - Apr 2, 2007 |
| #13 | -2.39% Jan 30, 2025 - Feb 6, 2025 | -13.40% Jan 3, 2011 - Apr 6, 2011 |
| #14 | -2.09% Sep 19, 2025 - Sep 29, 2025 | -12.38% Jan 3, 2005 - Feb 24, 2005 |
| #15 | -1.92% Dec 15, 2025 - Dec 22, 2025 | -11.13% Sep 30, 2005 - Nov 21, 2005 |
Correlation
Correlation between UYG and EZA is 0.57 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.57
-101
Dividend Comparison (2003 - 2026)
UYG vs EZA dividend yield comparison.
| Year | UYG | EZA |
|---|---|---|
| 2026 | 0.24% | 2.15% |
| 2025 | 11.72% | 6.16% |
| 2024 | 0.51% | 7.26% |
| 2023 | 0.79% | 2.84% |
| 2022 | 0.77% | 3.90% |
| 2021 | 9.39% | 2.05% |
| 2020 | 0.66% | 5.51% |
| 2019 | 0.90% | 12.27% |
| 2018 | 1.56% | 3.81% |
| 2017 | 1.68% | 1.55% |
| 2016 | 2.27% | 4.10% |
| 2015 | 2.48% | 3.03% |
| 2014 | 3.41% | 2.20% |
| 2013 | 1.72% | 2.44% |
| 2012 | 5.16% | 3.01% |
| 2011 | 2.00% | 3.15% |
| 2010 | 0.10% | 2.43% |
| 2009 | 0.41% | 3.70% |
| 2008 | 3.27% | 9.74% |
| 2007 | 1.47% | 4.02% |
| 2006 | 0.00% | 4.36% |
| 2005 | 0.00% | 4.00% |
| 2004 | 0.00% | 3.04% |
| 2003 | 0.00% | 4.85% |
Select Stocks to Compare
Popular: UYG vs SPYEZA vs SPY
More Comparisons
Compare with similar stocks