UYG vs ISHG

Comparison between PROSHARES ULTRA FINANCIALS (UYG, ETF) and ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF (ISHG, ETF).

5-Year PerformanceUYG has outperformed ISHG, delivering a return of +13.5% compared to -0.3%

UYG vs ISHG - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UYG(ETF)	ISHG(ETF)
Net Assets	$829M	$826M
Expense Ratio	N/A	0.35%
Max Drawdown	97.97%	42.96%
Sharpe Ratio	0.53	-0.15
5Y Beta	1.56	0.03
P/E Ratio	17.01	N/A
Forward P/E	16.33	N/A
PEG Ratio	0.56	N/A
5Y Dividends CAGR	119.16%	N/A
5Y EPS CAGR	12.31%	N/A
Debt to Equity	82.19%	N/A
P/S Ratio	3.60	N/A
P/B Ratio	2.44	N/A

Net Assets

Winner

UYG

$829M

ISHG

$826M

Expense Ratio

UYG

N/A

ISHG

0.35%

Max Drawdown

UYG

97.97%

Winner

ISHG

42.96%

Sharpe Ratio

Winner

UYG

0.53

ISHG

-0.15

5Y Beta

UYG

1.56

Winner

ISHG

0.03

P/E Ratio

UYG

17.01

ISHG

N/A

Forward P/E

UYG

16.33

ISHG

N/A

PEG Ratio

UYG

0.56

ISHG

N/A

5Y Dividends CAGR

UYG

119.16%

ISHG

N/A

5Y EPS CAGR

UYG

12.31%

ISHG

N/A

Debt to Equity

UYG

82.19%

ISHG

N/A

P/S Ratio

UYG

3.60

ISHG

N/A

P/B Ratio

UYG

2.44

ISHG

N/A

UYG vs ISHG - Historical Returns

Returns include dividend reinvestment.

Period	UYG	ISHG
1 month	+5.95%	+2.98%
3 months	+24.17%	+1.12%
6 months	+27.70%	-0.20%
1 year	+13.70%	+2.54%
5 years(CAGR)	+13.48%	-0.31%
10 years(CAGR)	+18.30%	-0.14%
Max(CAGR)	+0.89%	-0.52%

Winner

UYG

+5.95%

ISHG

+2.98%

Winner

UYG

+24.17%

ISHG

+1.12%

Winner

UYG

+27.70%

ISHG

-0.20%

Winner

UYG

+13.70%

ISHG

+2.54%

5Y(CAGR)

Winner

UYG

+13.48%

ISHG

-0.31%

10Y(CAGR)

Winner

UYG

+18.30%

ISHG

-0.14%

Max(CAGR)

Winner

UYG

+0.89%

ISHG

-0.52%

UYG vs ISHG - Annual Returns (2007 - 2026)

Returns include dividend reinvestment.

Year	UYG	ISHG
2026	+8.45%	+1.40%
2025	+20.40%	+14.14%
2024	+54.90%	-3.11%
2023	+21.56%	+4.98%
2022	-33.20%	-10.41%
2021	+81.39%	-7.29%
2020	-21.03%	+7.71%
2019	+65.80%	-0.18%
2018	-22.31%	-3.81%
2017	+37.19%	+11.12%
2016	+36.51%	-1.77%
2015	-4.45%	-6.94%
2014	+28.88%	-9.81%
2013	+65.28%	-2.37%
2012	+47.82%	+1.41%
2011	-35.32%	-2.94%
2010	+13.99%	+0.59%
2009	-6.37%	+7.31%
2008	-84.55%	N/A
2007	-40.73%	N/A

UYG vs ISHG Drawdown Comparison

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

The maximum drawdown for ISHG was -37.24%, occurring on Sep 27, 2022. This drawdown has not yet recovered.

The current UYG drawdown is -0.41%. The current ISHG drawdown is -21.27%.

Rank	UYG	ISHG
#1	-97.90% Feb 20, 2007 - Jan 30, 2025	-37.24% May 4, 2011 - Sep 27, 2022
#2	-30.35% Feb 18, 2025 - Jul 3, 2025	-15.06% Dec 1, 2009 - Mar 21, 2011
#3	-28.91% Jan 6, 2026 - Jul 28, 2026	-5.65% Jan 28, 2009 - Mar 19, 2009
#4	-11.82% Sep 29, 2025 - Dec 11, 2025	-4.09% Mar 19, 2009 - May 8, 2009
#5	-7.58% Jul 25, 2025 - Aug 22, 2025	-3.93% Jun 2, 2009 - Jul 22, 2009
#6	-6.00% Jul 3, 2025 - Jul 25, 2025	-2.10% Aug 3, 2009 - Sep 8, 2009
#7	-4.58% Aug 13, 2026 - Aug 20, 2026	-1.78% Oct 21, 2009 - Nov 16, 2009
#8	-3.72% Sep 4, 2025 - Sep 19, 2025	-1.61% Mar 21, 2011 - Apr 12, 2011
#9	-3.28% Dec 24, 2025 - Jan 5, 2026	-1.30% Jul 22, 2009 - Jul 31, 2009
#10	-3.27% Jul 28, 2026 - Aug 4, 2026	-1.01% Nov 16, 2009 - Nov 25, 2009
#11	-3.19% Feb 8, 2007 - Feb 14, 2007	-0.91% Sep 17, 2009 - Oct 6, 2009
#12	-3.15% Feb 6, 2025 - Feb 18, 2025	-0.90% May 22, 2009 - May 29, 2009
#13	-2.39% Jan 30, 2025 - Feb 6, 2025	-0.90% Oct 8, 2009 - Oct 14, 2009
#14	-2.09% Sep 19, 2025 - Sep 29, 2025	-0.87% Apr 14, 2011 - Apr 20, 2011
#15	-1.92% Dec 15, 2025 - Dec 22, 2025	-0.69% May 14, 2009 - May 19, 2009

Correlation

Correlation between UYG and ISHG is -0.63 which considered as a moderate negative correlation - the stocks show some tendency to move in opposite directions.

-0.63

-101

Dividend Comparison (2007 - 2026)

UYG vs ISHG dividend yield comparison.

Year	UYG	ISHG
2026	0.32%	0.00%
2025	11.72%	1.45%
2024	0.51%	2.56%
2023	0.79%	0.18%
2022	0.77%	0.00%
2021	9.39%	1.29%
2020	0.66%	0.00%
2019	0.90%	0.00%
2018	1.28%	1.80%
2017	0.56%	0.46%
2016	0.76%	0.00%
2015	0.72%	0.09%
2014	0.57%	0.42%
2013	0.29%	0.20%
2012	0.86%	1.55%
2011	0.33%	4.51%
2010	0.12%	0.97%
2009	0.69%	1.15%
2008	5.45%	0.00%
2007	2.45%	0.00%