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UYG vs SPY

Comparison between PROSHARES ULTRA FINANCIALS (UYG, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UYG, delivering a return of +13.3% compared to +9.2%

UYG vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UYG
$714M
Winner
SPY
$735B
Expense Ratio
UYG
N/A
SPY
0.09%
Max Drawdown
UYG
97.97%
Winner
SPY
56.47%
Sharpe Ratio
UYG
0.05
Winner
SPY
1.62
5Y Beta
UYG
1.59
Winner
SPY
1.00
P/E Ratio
Winner
UYG
16.04
SPY
28.99
Forward P/E
Winner
UYG
15.08
SPY
22.37
PEG Ratio
UYG
0.53
SPY
N/A
5Y Dividends CAGR
Winner
UYG
104.43%
SPY
5.43%
5Y EPS CAGR
UYG
11.58%
Winner
SPY
26.05%
Debt to Equity
UYG
71.44%
Winner
SPY
32.40%
P/S Ratio
Winner
UYG
3.33
SPY
3.74
P/B Ratio
Winner
UYG
2.21
SPY
5.61

UYG vs SPY - Holdings Comparison

UYG and SPY have 76 common holdings. Overlap is 11.29%

UYG's top 25 holdings weight is 72.89%. SPY's top 25 holdings weight is 52.37%.

RankUYGSPY
#1
FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 15.14%
NVIDIA CORP (NVDA) - 8.10%
#2
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.44%
APPLE INC (AAPL) - 7.02%
#3
JPMORGAN CHASE & CO (JPM) - 7.28%
MICROSOFT CORP (MSFT) - 4.79%
#4
SP FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 5.07%
AMAZON.COM INC (AMZN) - 4.02%
#5
PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 5.01%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
VISA INC CLASS A (V) - 4.72%
BROADCOM INC (AVGO) - 3.10%
#7
MASTERCARD INC CLASS A (MA) - 3.53%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
BANK OF AMERICA CORP (BAC) - 3.07%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
THE GOLDMAN SACHS GROUP INC (GS) - 2.40%
TESLA INC (TSLA) - 1.89%
#10
WELLS FARGO & CO (WFC) - 2.16%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
MORGAN STANLEY (MS) - 1.99%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
CITIGROUP INC (C) - 1.95%
ELI LILLY AND CO (LLY) - 1.31%
#13
AMERICAN EXPRESS CO (AXP) - 1.48%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
CHARLES SCHWAB CORP (SCHW) - 1.35%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
BLACKROCK INC (BLK) - 1.32%
EXXON MOBIL CORP (XOM) - 0.97%
#16
S&P GLOBAL INC (SPGI) - 1.13%
INTEL CORP (INTC) - 0.90%
#17
CAPITAL ONE FINANCIAL CORP (COF) - 1.03%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
CHUBB LTD (CB) - 1.02%
VISA INC CLASS A (V) - 0.85%
#19
PROGRESSIVE CORP (PGR) - 1.01%
WALMART INC (WMT) - 0.81%
#20
CME GROUP INC CLASS A (CME) - 0.90%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
BLACKSTONE INC (BX) - 0.80%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
BANK OF NEW YORK MELLON CORP (BK) - 0.79%
CATERPILLAR INC (CAT) - 0.66%
#23
PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.78%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
INTERCONTINENTAL EXCHANGE INC (ICE) - 0.77%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
U.S. BANCORP (USB) - 0.75%
ABBVIE INC (ABBV) - 0.58%
Total Holdings80505

UYG vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UYG
+2.23%
SPY
+1.90%
3M
UYG
+3.26%
Winner
SPY
+8.55%
6M
UYG
-7.24%
Winner
SPY
+8.18%
1Y
UYG
+1.55%
Winner
SPY
+25.79%
5Y(CAGR)
UYG
+9.23%
Winner
SPY
+13.32%
10Y(CAGR)
Winner
UYG
+16.31%
SPY
+15.19%
Max(CAGR)
UYG
-0.16%
Winner
SPY
+8.47%

UYG vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUYGSPY
2026-11.55%+8.26%
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%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/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 -16.10%. The current SPY drawdown is -2.90%.

RankUYGSPY
#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 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (1999 - 2026)

UYG vs SPY dividend yield comparison.

YearUYGSPY
20260.25%0.24%
202511.72%1.07%
20240.51%1.21%
20230.79%1.40%
20220.77%1.65%
20219.39%1.20%
20200.66%1.52%
20190.90%1.75%
20181.28%2.04%
20170.56%1.80%
20160.76%2.03%
20150.72%2.06%
20140.57%1.87%
20130.29%1.81%
20120.86%2.18%
20110.33%2.05%
20100.12%1.80%
20090.69%1.95%
20085.45%3.02%
20072.45%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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