UYG vs SPY
Comparison between PROSHARES ULTRA FINANCIALS (UYG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceUYG has outperformed SPY, delivering a return of +13.1% compared to +13.0%
UYG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
UYG
$743M
Winner
SPY
$781B
Expense Ratio
UYG
N/A
SPY
0.09%
Max Drawdown
UYG
97.97%
Winner
SPY
56.47%
Sharpe Ratio
UYG
0.30
Winner
SPY
1.25
5Y Beta
UYG
1.56
Winner
SPY
1.00
P/E Ratio
Winner
UYG
17.62
SPY
28.78
Forward P/E
Winner
UYG
16.33
SPY
21.23
PEG Ratio
UYG
0.58
SPY
N/A
5Y Dividends CAGR
Winner
UYG
119.16%
SPY
6.00%
5Y EPS CAGR
UYG
11.58%
Winner
SPY
25.62%
Debt to Equity
UYG
71.89%
Winner
SPY
31.92%
P/S Ratio
Winner
UYG
3.64
SPY
3.76
P/B Ratio
Winner
UYG
2.42
SPY
5.64
UYG vs SPY - Holdings Comparison
UYG and SPY have 77 common holdings. Overlap is 12.24%
UYG's top 25 holdings weight is 77.29%. SPY's top 25 holdings weight is 51.74%.
| Rank | UYG | SPY |
|---|---|---|
| #1 | FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 22.80% | NVIDIA CORP (NVDA) - 7.89% |
| #2 | JPMORGAN CHASE & CO (JPM) - 6.92% | APPLE INC (AAPL) - 7.37% |
| #3 | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 6.78% | MICROSOFT CORP (MSFT) - 4.50% |
| #4 | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 4.96% | AMAZON.COM INC (AMZN) - 3.82% |
| #5 | SP FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 4.87% | ALPHABET INC CLASS A (GOOGL) - 3.33% |
| #6 | VISA INC CLASS A (V) - 4.45% | BROADCOM INC (AVGO) - 2.86% |
| #7 | MASTERCARD INC CLASS A (MA) - 3.27% | ALPHABET INC CLASS C (GOOG) - 2.68% |
| #8 | BANK OF AMERICA CORP (BAC) - 2.98% | META PLATFORMS INC CLASS A (META) - 2.29% |
| #9 | THE GOLDMAN SACHS GROUP INC (GS) - 2.53% | TESLA INC (TSLA) - 1.70% |
| #10 | MORGAN STANLEY (MS) - 2.05% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | WELLS FARGO & CO (WFC) - 1.97% | JPMORGAN CHASE & CO (JPM) - 1.42% |
| #12 | CITIGROUP INC (C) - 1.71% | ELI LILLY AND CO (LLY) - 1.40% |
| #13 | AMERICAN EXPRESS CO (AXP) - 1.42% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #14 | CHARLES SCHWAB CORP (SCHW) - 1.24% | ADVANCED MICRO DEVICES INC (AMD) - 1.32% |
| #15 | BLACKROCK INC (BLK) - 1.11% | EXXONMOBIL HOLDINGS CORP (XOM) - 0.92% |
| #16 | PROGRESSIVE CORP (PGR) - 1.00% | JOHNSON & JOHNSON (JNJ) - 0.91% |
| #17 | S&P GLOBAL INC (SPGI) - 1.00% | VISA INC CLASS A (V) - 0.90% |
| #18 | CAPITAL ONE FINANCIAL CORP (COF) - 0.96% | WALMART INC (WMT) - 0.76% |
| #19 | CHUBB LTD (CB) - 0.94% | INTEL CORP (INTC) - 0.75% |
| #20 | BANK OF NEW YORK MELLON CORP (BNY) - 0.80% | APPLIED MATERIALS INC (AMAT) - 0.70% |
| #21 | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.76% | CISCO SYSTEMS INC (CSCO) - 0.68% |
| #22 | U.S. BANCORP (USB) - 0.73% | MASTERCARD INC CLASS A (MA) - 0.66% |
| #23 | BLACKSTONE INC (BX) - 0.70% | ABBVIE INC (ABBV) - 0.66% |
| #24 | ROBINHOOD MARKETS INC CLASS A (HOOD) - 0.68% | CATERPILLAR INC (CAT) - 0.65% |
| #25 | CME GROUP INC CLASS A (CME) - 0.66% | LAM RESEARCH CORP (LRCX) - 0.64% |
| Total Holdings | 80 | 505 |
UYG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
UYG
+8.24%
SPY
+0.52%
3M
Winner
UYG
+13.75%
SPY
+6.55%
6M
UYG
+7.71%
Winner
SPY
+9.76%
1Y
UYG
+9.07%
Winner
SPY
+20.32%
5Y(CAGR)
Winner
UYG
+13.14%
SPY
+13.01%
10Y(CAGR)
Winner
UYG
+17.93%
SPY
+15.06%
Max(CAGR)
UYG
+0.54%
Winner
SPY
+8.50%
UYG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UYG | SPY |
|---|---|---|
| 2026 | +1.31% | +10.11% |
| 2025 | +20.40% | +18.00% |
| 2024 | +54.90% | +25.59% |
| 2023 | +21.56% | +26.72% |
| 2022 | -33.20% | -18.64% |
| 2021 | +81.39% | +30.52% |
| 2020 | -21.03% | +17.28% |
| 2019 | +65.80% | +31.09% |
| 2018 | -22.31% | -5.24% |
| 2017 | +37.19% | +20.78% |
| 2016 | +36.51% | +13.59% |
| 2015 | -4.45% | +1.31% |
| 2014 | +28.88% | +14.56% |
| 2013 | +65.28% | +29.00% |
| 2012 | +47.82% | +14.17% |
| 2011 | -35.32% | +0.85% |
| 2010 | +13.99% | +13.14% |
| 2009 | -6.37% | +22.67% |
| 2008 | -84.55% | -36.25% |
| 2007 | -40.73% | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
UYG vs SPY Drawdown Comparison
The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UYG drawdown is -3.90%. The current SPY drawdown is -1.24%.
| Rank | UYG | SPY |
|---|---|---|
| #1 | -97.90% Feb 20, 2007 - Jan 30, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -30.35% Feb 18, 2025 - Jul 3, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -28.91% Jan 6, 2026 - Mar 27, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -11.82% Sep 29, 2025 - Dec 11, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -7.58% Jul 25, 2025 - Aug 22, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -6.00% Jul 3, 2025 - Jul 25, 2025 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -3.72% Sep 4, 2025 - Sep 19, 2025 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -3.28% Dec 24, 2025 - Jan 5, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -3.19% Feb 8, 2007 - Feb 14, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -3.15% Feb 6, 2025 - Feb 18, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -2.39% Jan 30, 2025 - Feb 6, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -2.09% Sep 19, 2025 - Sep 29, 2025 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -1.92% Dec 15, 2025 - Dec 22, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -1.86% Aug 29, 2025 - Sep 4, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -1.10% Aug 22, 2025 - Aug 26, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UYG and SPY 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 SPY dividend yield comparison.
| Year | UYG | SPY |
|---|---|---|
| 2026 | 0.34% | 0.49% |
| 2025 | 11.72% | 1.07% |
| 2024 | 0.51% | 1.21% |
| 2023 | 0.79% | 1.40% |
| 2022 | 0.77% | 1.65% |
| 2021 | 9.39% | 1.20% |
| 2020 | 0.66% | 1.52% |
| 2019 | 0.90% | 1.75% |
| 2018 | 1.28% | 2.04% |
| 2017 | 0.56% | 1.80% |
| 2016 | 0.76% | 2.03% |
| 2015 | 0.72% | 2.06% |
| 2014 | 0.57% | 1.87% |
| 2013 | 0.29% | 1.81% |
| 2012 | 0.86% | 2.18% |
| 2011 | 0.33% | 2.05% |
| 2010 | 0.12% | 1.80% |
| 2009 | 0.69% | 1.95% |
| 2008 | 5.45% | 3.02% |
| 2007 | 2.45% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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