UYG vs RMT

Comparison between PROSHARES ULTRA FINANCIALS (UYG, ETF) and Royce Micro-Cap Trust Inc (RMT, ETF).

5-Year PerformanceUYG has outperformed RMT, delivering a return of +13.5% compared to +12.8%

UYG vs RMT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UYG(ETF)	RMT(ETF)
Net Assets	$829M	$818M
Max Drawdown	97.97%	80.41%
Sharpe Ratio	0.53	2.03
5Y Beta	1.56	1.03
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%	9.00%
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

RMT

$818M

Max Drawdown

UYG

97.97%

Winner

RMT

80.41%

Sharpe Ratio

UYG

0.53

Winner

RMT

2.03

5Y Beta

UYG

1.56

Winner

RMT

1.03

P/E Ratio

UYG

17.01

RMT

N/A

Forward P/E

UYG

16.33

RMT

N/A

PEG Ratio

UYG

0.56

RMT

N/A

5Y Dividends CAGR

Winner

UYG

119.16%

RMT

9.00%

5Y EPS CAGR

UYG

12.31%

RMT

N/A

Debt to Equity

UYG

82.19%

RMT

N/A

P/S Ratio

UYG

3.60

RMT

N/A

P/B Ratio

UYG

2.44

RMT

N/A

UYG vs RMT - Historical Returns

Returns include dividend reinvestment.

Period	UYG	RMT
1 month	+5.95%	+2.33%
3 months	+24.17%	+5.88%
6 months	+27.70%	+18.64%
1 year	+13.70%	+49.27%
5 years(CAGR)	+13.48%	+12.83%
10 years(CAGR)	+18.30%	+14.93%
Max(CAGR)	+0.89%	+12.03%

Winner

UYG

+5.95%

RMT

+2.33%

Winner

UYG

+24.17%

RMT

+5.88%

Winner

UYG

+27.70%

RMT

+18.64%

UYG

+13.70%

Winner

RMT

+49.27%

5Y(CAGR)

Winner

UYG

+13.48%

RMT

+12.83%

10Y(CAGR)

Winner

UYG

+18.30%

RMT

+14.93%

Max(CAGR)

UYG

+0.89%

Winner

RMT

+12.03%

UYG vs RMT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UYG	RMT
2026	+8.45%	+37.88%
2025	+20.40%	+16.36%
2024	+54.90%	+15.85%
2023	+21.56%	+16.03%
2022	-33.20%	-17.73%
2021	+81.39%	+24.55%
2020	-21.03%	+28.08%
2019	+65.80%	+23.34%
2018	-22.31%	-14.85%
2017	+37.19%	+25.55%
2016	+36.51%	+24.01%
2015	-4.45%	-16.65%
2014	+28.88%	+4.96%
2013	+65.28%	+45.52%
2012	+47.82%	+12.91%
2011	-35.32%	-7.91%
2010	+13.99%	+31.11%
2009	-6.37%	+31.18%
2008	-84.55%	-45.83%
2007	-40.73%	-20.10%
2006	N/A	+25.82%
2005	N/A	+10.12%
2004	N/A	+32.63%
2003	N/A	+60.28%
2002	N/A	-12.03%
2001	N/A	+29.99%
2000	N/A	+12.78%
1999	N/A	+11.57%

UYG vs RMT Drawdown Comparison

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

The maximum drawdown for RMT was -73.93%, occurring on Mar 9, 2009. Recovery took 1607 trading sessions.

The current UYG drawdown is -0.41%. The current RMT drawdown is -4.09%.

Rank	UYG	RMT
#1	-97.90% Feb 20, 2007 - Jan 30, 2025	-73.93% Feb 23, 2007 - Jul 12, 2013
#2	-30.35% Feb 18, 2025 - Jul 3, 2025	-50.36% Aug 31, 2018 - Nov 16, 2020
#3	-28.91% Jan 6, 2026 - Jul 28, 2026	-41.33% May 6, 2002 - Aug 21, 2003
#4	-11.82% Sep 29, 2025 - Dec 11, 2025	-32.84% Jul 3, 2014 - Dec 23, 2016
#5	-7.58% Jul 25, 2025 - Aug 22, 2025	-30.71% Nov 8, 2021 - Jul 15, 2024
#6	-6.00% Jul 3, 2025 - Jul 25, 2025	-26.38% Jan 24, 2025 - Aug 13, 2025
#7	-4.58% Aug 13, 2026 - Aug 20, 2026	-24.20% Jul 20, 2001 - Dec 26, 2001
#8	-3.72% Sep 4, 2025 - Sep 19, 2025	-17.66% Apr 12, 2004 - Oct 1, 2004
#9	-3.28% Dec 24, 2025 - Jan 5, 2026	-17.16% May 10, 2006 - Nov 10, 2006
#10	-3.27% Jul 28, 2026 - Aug 4, 2026	-15.79% Dec 28, 2004 - Jul 20, 2005
#11	-3.19% Feb 8, 2007 - Feb 14, 2007	-15.51% Feb 2, 2001 - May 17, 2001
#12	-3.15% Feb 6, 2025 - Feb 18, 2025	-14.30% Mar 22, 2000 - Sep 12, 2000
#13	-2.39% Jan 30, 2025 - Feb 6, 2025	-13.22% Sep 13, 2000 - Jan 18, 2001
#14	-2.09% Sep 19, 2025 - Sep 29, 2025	-11.71% Aug 3, 2005 - Nov 23, 2005
#15	-1.92% Dec 15, 2025 - Dec 22, 2025	-11.36% Oct 27, 2025 - Dec 10, 2025

Correlation

Correlation between UYG and RMT is 0.81 which considered as a strong positive correlation - the stocks tend to move together.

0.81

-101

Dividend Comparison (1999 - 2026)

UYG vs RMT dividend yield comparison.

Year	UYG	RMT
2026	0.32%	2.84%
2025	11.72%	7.57%
2024	0.51%	7.59%
2023	0.79%	8.01%
2022	0.77%	10.94%
2021	9.39%	7.27%
2020	0.66%	6.03%
2019	0.90%	7.96%
2018	1.28%	10.11%
2017	0.56%	7.31%
2016	0.76%	7.84%
2015	0.72%	17.36%
2014	0.57%	28.77%
2013	0.29%	10.94%
2012	0.86%	5.40%
2011	0.33%	4.56%
2010	0.12%	0.82%
2009	0.69%	2.99%
2008	5.45%	21.17%
2007	2.45%	11.28%
2006	0.00%	7.72%
2005	0.00%	12.71%
2004	0.00%	8.73%
2003	0.00%	7.30%
2002	0.00%	9.48%
2001	0.00%	5.43%
2000	0.00%	19.95%
1999	0.00%	3.00%