YYY vs UYG
Comparison between AMPLIFY CEF HIGH INCOME ETF (YYY, ETF) and PROSHARES ULTRA FINANCIALS (UYG, ETF).
5-Year PerformanceUYG has outperformed YYY, delivering a return of +9.2% compared to +2.7%
YYY vs UYG - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
YYY
$712M
Winner
UYG
$714M
Expense Ratio
YYY
3.23%
UYG
N/A
Max Drawdown
Winner
YYY
59.65%
UYG
97.97%
Sharpe Ratio
Winner
YYY
0.78
UYG
0.05
5Y Beta
Winner
YYY
0.53
UYG
1.59
P/E Ratio
YYY
N/A
UYG
16.04
Forward P/E
YYY
N/A
UYG
15.08
PEG Ratio
YYY
N/A
UYG
0.53
5Y Dividends CAGR
YYY
0.00%
Winner
UYG
104.43%
5Y EPS CAGR
YYY
N/A
UYG
11.58%
Debt to Equity
YYY
N/A
UYG
71.44%
P/S Ratio
YYY
N/A
UYG
3.33
P/B Ratio
YYY
N/A
UYG
2.21
YYY vs UYG - Holdings Comparison
YYY and UYG have 1 common holdings. Overlap is 0.00%
YYY's top 25 holdings weight is 61.79%. UYG's top 25 holdings weight is 72.89%.
| Rank | YYY | UYG |
|---|---|---|
| #1 | ABERDEEN TOTAL DYNAMIC DIVIDEND FUND (AOD) - 3.57% | FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 15.14% |
| #2 | TORTOISE ENERGY INFRASTRUCTURE CORP (TYG) - 3.57% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 7.44% |
| #3 | ROYCE SMALL-CAP TRUST INC (RVT) - 3.56% | JPMORGAN CHASE & CO (JPM) - 7.28% |
| #4 | BLACKROCK CAPITAL ALLOCATION TRUST (BCAT) - 3.48% | SP FINANCIAL SELECT SECTOR INDEX SWAP (n/a) - 5.07% |
| #5 | BLACKROCK ESG CAPITAL ALLOCATION TRUST (ECAT) - 3.24% | PROSHARES GENIUS MONEY MARKET ETF (IQMM) - 5.01% |
| #6 | ABRDN HEALTHCARE INVESTORS (HQH) - 3.19% | VISA INC CLASS A (V) - 4.72% |
| #7 | DOUBLELINE INCOME SOLUTIONS FUND (DSL) - 3.15% | MASTERCARD INC CLASS A (MA) - 3.53% |
| #8 | NUVEEN FLOATING RATE INCOME FUND (JFR) - 3.03% | BANK OF AMERICA CORP (BAC) - 3.07% |
| #9 | n/a (IGR) - 2.78% | THE GOLDMAN SACHS GROUP INC (GS) - 2.40% |
| #10 | NUVEEN CREDIT STRATEGIES INCOME FUND (JQC) - 2.76% | WELLS FARGO & CO (WFC) - 2.16% |
| #11 | WESTERN ASSET DIVERSIFIED INCOME FUND (WDI) - 2.72% | MORGAN STANLEY (MS) - 1.99% |
| #12 | ABRDN INCOME CREDIT STRATEGIES FUND (ACP) - 2.62% | CITIGROUP INC (C) - 1.95% |
| #13 | PIMCO ACCESS INCOME FUND (PAXS) - 2.56% | AMERICAN EXPRESS CO (AXP) - 1.48% |
| #14 | BLACKROCK DEBT STRATEGIES FUND INC (DSU) - 2.39% | CHARLES SCHWAB CORP (SCHW) - 1.35% |
| #15 | ABRDN ASIA-PACIFIC INCOME (FAX) - 2.36% | BLACKROCK INC (BLK) - 1.32% |
| #16 | FS SPECIALTY LENDING FUND (FSSL) - 2.22% | S&P GLOBAL INC (SPGI) - 1.13% |
| #17 | ABRDN LIFE SCIENCES INVESTORS (HQL) - 2.01% | CAPITAL ONE FINANCIAL CORP (COF) - 1.03% |
| #18 | INVESCO SENIOR INCOME TRUST (VVR) - 1.81% | CHUBB LTD (CB) - 1.02% |
| #19 | KKR INCOME OPPORTUNITIES FUND (KIO) - 1.81% | PROGRESSIVE CORP (PGR) - 1.01% |
| #20 | ABERDEEN INDIA FUND, INC (IFN) - 1.80% | CME GROUP INC CLASS A (CME) - 0.90% |
| #21 | BLACKROCK FLOAT RATE STRAT (FRA) - 1.54% | BLACKSTONE INC (BX) - 0.80% |
| #22 | SABA CAPITAL INCOME & OPPORTUNITIES FUND (BRW) - 1.42% | BANK OF NEW YORK MELLON CORP (BK) - 0.79% |
| #23 | BLACKROCK TECH AND PRIVATE EQUITY TERM (BTX) - 1.41% | PNC FINANCIAL SERVICES GROUP INC (PNC) - 0.78% |
| #24 | NUVEEN REAL ASSET INCOME AND GROWTH (JRI) - 1.40% | INTERCONTINENTAL EXCHANGE INC (ICE) - 0.77% |
| #25 | WESTERN ASSET HIGH INCOME FUND II INC (HIX) - 1.39% | U.S. BANCORP (USB) - 0.75% |
| Total Holdings | 63 | 80 |
YYY vs UYG - Historical Returns
Returns include dividend reinvestment.
1M
YYY
-1.50%
Winner
UYG
+2.23%
3M
YYY
+1.38%
Winner
UYG
+3.26%
6M
Winner
YYY
+2.81%
UYG
-7.24%
1Y
Winner
YYY
+10.54%
UYG
+1.55%
5Y(CAGR)
YYY
+2.73%
Winner
UYG
+9.23%
10Y(CAGR)
YYY
+5.45%
Winner
UYG
+16.31%
Max(CAGR)
Winner
YYY
+5.77%
UYG
-0.16%
YYY vs UYG - Annual Returns (2007 - 2026)
Returns include dividend reinvestment.
| Year | YYY | UYG |
|---|---|---|
| 2026 | +2.64% | -11.55% |
| 2025 | +12.27% | +20.40% |
| 2024 | +11.16% | +54.90% |
| 2023 | +11.07% | +21.56% |
| 2022 | -22.00% | -33.20% |
| 2021 | +14.86% | +81.39% |
| 2020 | -1.24% | -21.03% |
| 2019 | +20.23% | +65.80% |
| 2018 | -10.11% | -22.31% |
| 2017 | +13.66% | +37.19% |
| 2016 | +16.17% | +36.51% |
| 2015 | -7.94% | -4.45% |
| 2014 | +2.13% | +28.88% |
| 2013 | +11.35% | +65.28% |
| 2012 | +13.80% | +47.82% |
| 2011 | N/A | -35.32% |
| 2010 | N/A | +13.99% |
| 2009 | N/A | -6.37% |
| 2008 | N/A | -84.55% |
| 2007 | N/A | -40.73% |
YYY vs UYG Drawdown Comparison
The maximum drawdown for YYY was -42.52%, occurring on Mar 23, 2020. Recovery took 244 trading sessions.
The maximum drawdown for UYG was -97.90%, occurring on Mar 6, 2009. Recovery took 4516 trading sessions.
The current YYY drawdown is -2.68%. The current UYG drawdown is -16.10%.
| Rank | YYY | UYG |
|---|---|---|
| #1 | -42.52% Feb 20, 2020 - Feb 8, 2021 | -97.90% Feb 20, 2007 - Jan 30, 2025 |
| #2 | -27.96% Jul 2, 2021 - Sep 24, 2024 | -30.35% Feb 18, 2025 - Jul 3, 2025 |
| #3 | -26.28% May 29, 2014 - Mar 1, 2017 | -28.91% Jan 6, 2026 - Mar 27, 2026 |
| #4 | -14.22% Oct 2, 2018 - Mar 13, 2019 | -11.82% Sep 29, 2025 - Dec 11, 2025 |
| #5 | -13.47% Feb 18, 2025 - Jun 3, 2025 | -7.58% Jul 25, 2025 - Aug 22, 2025 |
| #6 | -10.33% Apr 1, 2013 - Dec 24, 2013 | -6.00% Jul 3, 2025 - Jul 25, 2025 |
| #7 | -8.85% Sep 14, 2012 - Dec 19, 2012 | -3.72% Sep 4, 2025 - Sep 19, 2025 |
| #8 | -8.07% Feb 18, 2026 - Apr 30, 2026 | -3.28% Dec 24, 2025 - Jan 5, 2026 |
| #9 | -6.21% Jun 21, 2012 - Jul 3, 2012 | -3.19% Feb 8, 2007 - Feb 14, 2007 |
| #10 | -5.40% Dec 4, 2024 - Feb 18, 2025 | -3.15% Feb 6, 2025 - Feb 18, 2025 |
| #11 | -5.04% Jan 26, 2018 - Oct 2, 2018 | -2.39% Jan 30, 2025 - Feb 6, 2025 |
| #12 | -4.90% Dec 19, 2012 - Jan 24, 2013 | -2.09% Sep 19, 2025 - Sep 29, 2025 |
| #13 | -4.38% Jan 22, 2014 - Feb 14, 2014 | -1.92% Dec 15, 2025 - Dec 22, 2025 |
| #14 | -4.19% Feb 1, 2013 - Mar 20, 2013 | -1.86% Aug 29, 2025 - Sep 4, 2025 |
| #15 | -3.81% May 3, 2019 - Jun 17, 2019 | -1.10% Aug 22, 2025 - Aug 26, 2025 |
Correlation
Correlation between YYY and UYG is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.
0.95
-101
Dividend Comparison (2007 - 2026)
YYY vs UYG dividend yield comparison.
| Year | YYY | UYG |
|---|---|---|
| 2026 | 5.33% | 0.25% |
| 2025 | 12.51% | 11.72% |
| 2024 | 12.50% | 0.51% |
| 2023 | 12.39% | 0.79% |
| 2022 | 12.36% | 0.77% |
| 2021 | 9.08% | 9.39% |
| 2020 | 9.79% | 0.66% |
| 2019 | 9.10% | 0.90% |
| 2018 | 9.73% | 1.28% |
| 2017 | 8.16% | 0.56% |
| 2016 | 10.34% | 0.76% |
| 2015 | 10.77% | 0.72% |
| 2014 | 9.54% | 0.57% |
| 2013 | 5.14% | 0.29% |
| 2012 | 4.47% | 0.86% |
| 2011 | 0.00% | 0.33% |
| 2010 | 0.00% | 0.12% |
| 2009 | 0.00% | 0.69% |
| 2008 | 0.00% | 5.45% |
| 2007 | 0.00% | 2.45% |
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