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XVV vs UGL

Comparison between ISHARES ESG SELECT SCREENED S&P 500 ETF (XVV, ETF) and ProShares Ultra Gold 2x Shares (UGL, ETF).

5-Year PerformanceUGL has outperformed XVV, delivering a return of +32.0% compared to +12.5%

XVV vs UGL - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
Winner
XVV
$648M
UGL
$645M
Expense Ratio
XVV
0.08%
UGL
N/A
Max Drawdown
Winner
XVV
27.99%
UGL
75.93%
Sharpe Ratio
XVV
1.07
Winner
UGL
1.09
5Y Beta
XVV
1.01
Winner
UGL
0.46
P/E Ratio
XVV
25.82
UGL
N/A
Forward P/E
XVV
20.56
UGL
N/A
PEG Ratio
XVV
0.36
UGL
N/A
5Y Dividends CAGR
XVV
25.81%
UGL
N/A
5Y EPS CAGR
XVV
30.15%
UGL
N/A
Debt to Equity
XVV
61.23%
UGL
N/A
P/S Ratio
XVV
3.79
UGL
N/A
P/B Ratio
XVV
5.79
UGL
N/A

XVV vs UGL - Historical Returns

Returns include dividend reinvestment.

1M
XVV
+4.30%
Winner
UGL
+31.37%
3M
XVV
+2.64%
Winner
UGL
+4.05%
6M
Winner
XVV
+11.51%
UGL
-23.24%
1Y
XVV
+19.22%
Winner
UGL
+64.50%
5Y(CAGR)
XVV
+12.46%
Winner
UGL
+32.04%
10Y(CAGR)
XVV
N/A
UGL
+18.00%
Max(CAGR)
Winner
XVV
+16.99%
UGL
+13.47%

XVV vs UGL - Annual Returns (2008 - 2026)

Returns include dividend reinvestment.

YearXVVUGL
2026+11.92%+4.29%
2025+17.90%+132.16%
2024+26.84%+47.10%
2023+30.13%+13.77%
2022-21.90%-4.59%
2021+31.27%-16.20%
2020+16.13%+37.22%
2019N/A+31.26%
2018N/A-10.05%
2017N/A+20.93%
2016N/A+8.64%
2015N/A-23.18%
2014N/A-9.79%
2013N/A-52.31%
2012N/A+2.80%
2011N/A+12.90%
2010N/A+51.40%
2009N/A+42.29%
2008N/A+27.32%

XVV vs UGL Drawdown Comparison

The maximum drawdown for XVV was -27.20%, occurring on Oct 12, 2022. Recovery took 494 trading sessions.

The maximum drawdown for UGL was -75.93%, occurring on Dec 17, 2015. Recovery took 3412 trading sessions.

The current XVV drawdown is -1.57%. The current UGL drawdown is -31.91%.

RankXVVUGL
#1-27.20%
Dec 29, 2021 - Dec 15, 2023
-75.93%
Aug 22, 2011 - Mar 18, 2025
#2-19.59%
Feb 19, 2025 - Jun 26, 2025
-50.02%
Jan 29, 2026 - Jul 16, 2026
#3-10.59%
Jan 9, 2026 - Apr 15, 2026
-25.71%
Feb 20, 2009 - Oct 6, 2009
#4-9.16%
Jul 16, 2024 - Sep 19, 2024
-24.75%
Dec 2, 2009 - May 12, 2010
#5-7.74%
Oct 12, 2020 - Nov 9, 2020
-19.62%
Oct 20, 2025 - Dec 22, 2025
#6-5.88%
Mar 28, 2024 - May 15, 2024
-16.17%
Dec 6, 2010 - Mar 1, 2011
#7-5.51%
Sep 3, 2021 - Oct 21, 2021
-15.19%
Dec 31, 2008 - Jan 23, 2009
#8-5.19%
Oct 28, 2025 - Dec 10, 2025
-15.11%
Jun 18, 2010 - Sep 14, 2010
#9-4.67%
Jun 2, 2026 - Aug 3, 2026
-14.57%
Apr 21, 2025 - Sep 2, 2025
#10-4.47%
Feb 12, 2021 - Mar 15, 2021
-11.55%
Apr 29, 2011 - Jul 13, 2011
#11-4.25%
Dec 11, 2024 - Jan 22, 2025
-10.82%
Apr 2, 2025 - Apr 10, 2025
#12-4.19%
Nov 19, 2021 - Dec 10, 2021
-10.60%
Nov 8, 2010 - Dec 3, 2010
#13-4.16%
May 7, 2021 - Jun 10, 2021
-10.23%
Dec 26, 2025 - Jan 12, 2026
#14-3.33%
Jan 21, 2021 - Feb 4, 2021
-10.12%
May 12, 2010 - Jun 17, 2010
#15-3.05%
Dec 10, 2021 - Dec 23, 2021
-7.86%
Oct 14, 2010 - Nov 4, 2010

Correlation

Correlation between XVV and UGL is 0.87 which considered as a strong positive correlation - the stocks tend to move together.

0.87
-101

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