YLDW vs UPSX

Comparison between Westwood Enhanced Income Opportunity ETF (YLDW, ETF) and TRADR 2X LONG UPST DAILY ETF (UPSX, ETF).

YLDW vs UPSX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	YLDW(ETF)	UPSX(ETF)
Net Assets	$33M	$33M
Expense Ratio	0.79%	N/A
Max Drawdown	6.79%	95.01%
Sharpe Ratio	0.69	-1.35
5Y Beta	0.52	5.66

Net Assets

YLDW

$33M

Winner

UPSX

$33M

Expense Ratio

YLDW

0.79%

UPSX

N/A

Max Drawdown

Winner

YLDW

6.79%

UPSX

95.01%

Sharpe Ratio

Winner

YLDW

0.69

UPSX

-1.35

5Y Beta

Winner

YLDW

0.52

UPSX

5.66

YLDW vs UPSX - Historical Returns

Returns include dividend reinvestment.

Period	YLDW	UPSX
1 month	-0.78%	-25.96%
3 months	+1.63%	-38.42%
6 months	+2.73%	-73.48%
1 year	N/A	-94.62%
Max(CAGR)	+9.50%	-86.46%

Winner

YLDW

-0.78%

UPSX

-25.96%

Winner

YLDW

+1.63%

UPSX

-38.42%

Winner

YLDW

+2.73%

UPSX

-73.48%

YLDW

N/A

UPSX

-94.62%

Max(CAGR)

Winner

YLDW

+9.50%

UPSX

-86.46%

YLDW vs UPSX - Annual Returns (2025 - 2026)

Returns include dividend reinvestment.

Year	YLDW	UPSX
2026	+4.40%	-75.07%
2025	+1.00%	-60.75%

YLDW vs UPSX Drawdown Comparison

The maximum drawdown for YLDW was -5.69%, occurring on Mar 30, 2026. Recovery took 47 trading sessions.

The maximum drawdown for UPSX was -95.01%, occurring on Mar 30, 2026. This drawdown has not yet recovered.

The current YLDW drawdown is -2.46%. The current UPSX drawdown is -94.62%.

Rank	YLDW	UPSX
#1	-5.69% Feb 9, 2026 - Apr 17, 2026	-95.01% Jul 23, 2025 - Mar 30, 2026
#2	-3.14% Jun 4, 2026 - Jun 29, 2026	-20.57% Jun 11, 2025 - Jun 18, 2025
#3	-1.15% Apr 17, 2026 - May 6, 2026	-12.45% Jul 10, 2025 - Jul 22, 2025
#4	-1.07% Jan 27, 2026 - Feb 6, 2026	-7.19% Jun 24, 2025 - Jul 1, 2025
#5	-1.00% Jan 16, 2026 - Jan 26, 2026	-3.70% Jun 18, 2025 - Jun 24, 2025
#6	-0.92% May 14, 2026 - May 21, 2026	-0.90% Jul 7, 2025 - Jul 9, 2025
#7	-0.75% Jan 6, 2026 - Jan 12, 2026	N/A
#8	-0.55% May 6, 2026 - May 8, 2026	N/A
#9	-0.53% Dec 24, 2025 - Jan 5, 2026	N/A
#10	-0.36% Jun 2, 2026 - Jun 4, 2026	N/A
#11	-0.30% Dec 15, 2025 - Dec 19, 2025	N/A
#12	-0.27% May 8, 2026 - May 14, 2026	N/A
#13	-0.09% May 26, 2026 - May 28, 2026	N/A
#14	-0.04% Jan 12, 2026 - Jan 14, 2026	N/A

Correlation

Correlation between YLDW and UPSX is -0.34 which considered as a weak negative correlation - the stocks show a slight tendency to move in opposite directions.

-0.34

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