UYG vs QDVO
Comparison between PROSHARES ULTRA FINANCIALS (UYG, ETF) and CWP Growth & Income ETF (QDVO, ETF).
UYG vs QDVO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
Winner
UYG
$743M
QDVO
$738M
Expense Ratio
UYG
N/A
QDVO
0.56%
Max Drawdown
UYG
97.97%
Winner
QDVO
20.40%
Sharpe Ratio
UYG
0.30
Winner
QDVO
1.07
5Y Beta
UYG
1.56
Winner
QDVO
0.97
P/E Ratio
Winner
UYG
17.62
QDVO
33.68
Forward P/E
Winner
UYG
16.33
QDVO
23.18
PEG Ratio
UYG
0.58
Winner
QDVO
0.30
5Y Dividends CAGR
UYG
119.16%
QDVO
N/A
5Y EPS CAGR
UYG
11.58%
Winner
QDVO
31.70%
Debt to Equity
UYG
71.89%
Winner
QDVO
35.75%
P/S Ratio
Winner
UYG
3.64
QDVO
6.25
P/B Ratio
Winner
UYG
2.42
QDVO
10.49
UYG vs QDVO - Holdings Comparison
UYG and QDVO have 3 common holdings. Overlap is 1.79%
UYG's top 25 holdings weight is 77.29%. QDVO's top 25 holdings weight is 87.60%.
| Rank | UYG | QDVO |
|---|---|---|
| #1 | FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 22.80% | NVIDIA CORP (NVDA) - 9.91% |
| #2 | JPMORGAN CHASE & CO (JPM) - 6.92% | ALPHABET INC CLASS A (GOOGL) - 8.65% |
| #3 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.78% | APPLE INC (AAPL) - 8.34% |
| #4 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 4.96% | MICROSOFT CORP (MSFT) - 6.69% |
| #5 | SP FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 4.87% | AMAZON.COM INC (AMZN) - 5.07% |
| #6 | VISA INC CLASS A (V) - 4.45% | BROADCOM INC (AVGO) - 4.29% |
| #7 | MASTERCARD INC CLASS A (MA) - 3.27% | INVESCO SHRT-TRM INV GOV&AGCY INSTL (AGPXX) - 3.99% |
| #8 | BANK OF AMERICA CORP (BAC) - 2.98% | TESLA INC (TSLA) - 3.95% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 2.53% | META PLATFORMS INC CLASS A (META) - 3.60% |
| #10 | MORGAN STANLEY (MS) - 2.05% | ELI LILLY AND CO (LLY) - 3.35% |
| #11 | WELLS FARGO & CO (WFC) - 1.97% | ADVANCED MICRO DEVICES INC (AMD) - 3.33% |
| #12 | CITIGROUP INC (C) - 1.71% | MICRON TECHNOLOGY INC (MU) - 2.54% |
| #13 | AMERICAN EXPRESS CO (AXP) - 1.42% | AMPLIFY SAMSUNG SOFR ETF (SOFR) - 2.51% |
| #14 | CHARLES SCHWAB CORP (SCHW) - 1.24% | CISCO SYSTEMS INC (CSCO) - 2.17% |
| #15 | BLACKROCK INC (BLK) - 1.11% | AMGEN INC (AMGN) - 2.02% |
| #16 | PROGRESSIVE CORP (PGR) - 1.00% | COCA-COLA CO (KO) - 1.99% |
| #17 | S&P GLOBAL INC (SPGI) - 1.00% | ABBVIE INC (ABBV) - 1.98% |
| #18 | CAPITAL ONE FINANCIAL CORP (COF) - 0.96% | VISA INC CLASS A (V) - 1.93% |
| #19 | CHUBB LTD (CB) - 0.94% | ALTRIA GROUP INC (MO) - 1.78% |
| #20 | BANK OF NEW YORK MELLON CORP (BNY) - 0.80% | ALLSTATE CORP (ALL) - 1.73% |
| #21 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.76% | LAM RESEARCH CORP (LRCX) - 1.67% |
| #22 | U.S. BANCORP (USB) - 0.73% | WALMART INC (WMT) - 1.66% |
| #23 | BLACKSTONE INC (BX) - 0.70% | COSTCO WHOLESALE CORP (COST) - 1.54% |
| #24 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.68% | RTX CORP (RTX) - 1.54% |
| #25 | CME GROUP INC CLASS A (CME) - 0.66% | HASBRO INC (HAS) - 1.37% |
| Total Holdings | 80 | 50 |
UYG vs QDVO - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UYG
+8.24%
QDVO
+1.38%
3M
Winner
UYG
+13.75%
QDVO
+5.86%
6M
UYG
+7.71%
Winner
QDVO
+9.16%
1Y
UYG
+9.07%
Winner
QDVO
+17.78%
5Y(CAGR)
UYG
+13.14%
QDVO
N/A
10Y(CAGR)
UYG
+17.93%
QDVO
N/A
Max(CAGR)
UYG
+0.54%
Winner
QDVO
+21.76%
UYG vs QDVO - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | UYG | QDVO |
|---|---|---|
| 2026 | +1.31% | +8.26% |
| 2025 | +20.40% | +20.16% |
| 2024 | +54.90% | +11.81% |
| 2023 | +21.56% | N/A |
| 2022 | -33.20% | N/A |
| 2021 | +81.39% | N/A |
| 2020 | -21.03% | N/A |
| 2019 | +65.80% | N/A |
| 2018 | -22.31% | N/A |
| 2017 | +37.19% | N/A |
| 2016 | +36.51% | N/A |
| 2015 | -4.45% | N/A |
| 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 QDVO Drawdown Comparison
The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.
The maximum drawdown for QDVO was -17.72%, occurring on Apr 8, 2025. Recovery took 91 trading sessions.
The current UYG drawdown is -3.90%. The current QDVO drawdown is -2.21%.
| Rank | UYG | QDVO |
|---|---|---|
| #1 | -97.90% Feb 20, 2007 - Jan 30, 2025 | -17.72% Jan 23, 2025 - Jun 4, 2025 |
| #2 | -30.35% Feb 18, 2025 - Jul 3, 2025 | -10.18% Oct 29, 2025 - Apr 15, 2026 |
| #3 | -28.91% Jan 6, 2026 - Mar 27, 2026 | -5.49% May 28, 2026 - Jun 25, 2026 |
| #4 | -11.82% Sep 29, 2025 - Dec 11, 2025 | -4.96% Aug 23, 2024 - Sep 19, 2024 |
| #5 | -7.58% Jul 25, 2025 - Aug 22, 2025 | -4.38% Dec 16, 2024 - Jan 23, 2025 |
| #6 | -6.00% Jul 3, 2025 - Jul 25, 2025 | -2.46% Oct 29, 2024 - Nov 6, 2024 |
| #7 | -3.72% Sep 4, 2025 - Sep 19, 2025 | -2.44% Oct 9, 2025 - Oct 24, 2025 |
| #8 | -3.28% Dec 24, 2025 - Jan 5, 2026 | -2.18% Aug 14, 2025 - Sep 4, 2025 |
| #9 | -3.19% Feb 8, 2007 - Feb 14, 2007 | -1.93% Nov 13, 2024 - Nov 20, 2024 |
| #10 | -3.15% Feb 6, 2025 - Feb 18, 2025 | -1.58% May 14, 2026 - May 28, 2026 |
| #11 | -2.39% Jan 30, 2025 - Feb 6, 2025 | -1.44% Jul 28, 2025 - Aug 4, 2025 |
| #12 | -2.09% Sep 19, 2025 - Sep 29, 2025 | -1.42% Oct 22, 2024 - Oct 29, 2024 |
| #13 | -1.92% Dec 15, 2025 - Dec 22, 2025 | -1.36% Sep 22, 2025 - Oct 8, 2025 |
| #14 | -1.86% Aug 29, 2025 - Sep 4, 2025 | -1.27% Jun 30, 2025 - Jul 9, 2025 |
| #15 | -1.10% Aug 22, 2025 - Aug 26, 2025 | -1.22% Jun 16, 2025 - Jun 24, 2025 |
Correlation
Correlation between UYG and QDVO is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.
0.56
-101
Dividend Comparison (2007 - 2026)
UYG vs QDVO dividend yield comparison.
| Year | UYG | QDVO |
|---|---|---|
| 2026 | 0.34% | 5.18% |
| 2025 | 11.72% | 9.92% |
| 2024 | 0.51% | 2.79% |
| 2023 | 0.79% | 0.00% |
| 2022 | 0.77% | 0.00% |
| 2021 | 9.39% | 0.00% |
| 2020 | 0.66% | 0.00% |
| 2019 | 0.90% | 0.00% |
| 2018 | 1.28% | 0.00% |
| 2017 | 0.56% | 0.00% |
| 2016 | 0.76% | 0.00% |
| 2015 | 0.72% | 0.00% |
| 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% |
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