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BDYN vs. UCO
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

BDYN vs. UCO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Dynamic Equity Active ETF (BDYN) and ProShares Ultra Bloomberg Crude Oil (UCO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BDYN achieves a 5.84% return, which is significantly lower than UCO's 69.20% return.


BDYN

1D
-0.36%
1M
-0.92%
YTD
5.84%
6M
4.37%
1Y
3Y*
5Y*
10Y*

UCO

1D
-6.97%
1M
-30.80%
YTD
69.20%
6M
64.11%
1Y
44.07%
3Y*
12.63%
5Y*
10.47%
10Y*
18.60%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BDYN vs. UCO - Yearly Performance Comparison


Correlation

The correlation between BDYN and UCO is -0.23, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (All Time)
Calculated using the full available price history since Sep 15, 2025

-0.23

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Return for Risk

BDYN vs. UCO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BDYN

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.


UCO
UCO Risk / Return Rank: 2525
Overall Rank
UCO Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
UCO Sortino Ratio Rank: 2626
Sortino Ratio Rank
UCO Omega Ratio Rank: 2525
Omega Ratio Rank
UCO Calmar Ratio Rank: 2626
Calmar Ratio Rank
UCO Martin Ratio Rank: 2323
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BDYN vs. UCO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Dynamic Equity Active ETF (BDYN) and ProShares Ultra Bloomberg Crude Oil (UCO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


BDYNUCODifference
Sharpe ratioReturn per unit of total volatility

Sortino ratioReturn per unit of downside risk

Omega ratioGain probability vs. loss probability

1.16

Calmar ratioReturn relative to maximum drawdown

1.19

Martin ratioReturn relative to average drawdown

2.71

BDYN vs. UCO - Sharpe Ratio Comparison


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Drawdowns

BDYN vs. UCO - Drawdown Comparison

The maximum BDYN drawdown since its inception was -10.85%, smaller than the maximum UCO drawdown of -99.86%. Use the drawdown chart below to compare losses from any high point for BDYN and UCO.


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Drawdown Indicators


BDYNUCODifference

Max Drawdown

Largest peak-to-trough decline

-10.85%

-99.86%

+89.01%

Max Drawdown (1Y)

Largest decline over 1 year

-37.09%

Max Drawdown (3Y)

Largest decline over 3 years

-50.38%

Max Drawdown (5Y)

Largest decline over 5 years

-67.24%

Max Drawdown (10Y)

Largest decline over 10 years

-96.50%

Current Drawdown

Current decline from peak

-2.95%

-86.87%

+83.92%

Average Drawdown

Average peak-to-trough decline

-1.81%

-82.11%

+80.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.32%

Volatility

BDYN vs. UCO - Volatility Comparison


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Volatility by Period


BDYNUCODifference

Volatility (1M)

Calculated over the trailing 1-month period

17.09%

Volatility (6M)

Calculated over the trailing 6-month period

48.66%

Volatility (1Y)

Calculated over the trailing 1-year period

14.85%

56.87%

-42.02%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.85%

60.17%

-45.32%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.85%

317.72%

-302.87%

BDYN vs. UCO - Expense Ratio Comparison

BDYN has a 0.40% expense ratio, which is lower than UCO's 0.95% expense ratio.


Dividends

BDYN vs. UCO - Dividend Comparison

BDYN's dividend yield for the trailing twelve months is around 2.06%, while UCO has not paid dividends to shareholders.


Frequently Asked Questions


BDYN and UCO have a correlation of -0.23, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, BDYN is cheaper at 0.40% per year. The better choice depends on whether you care most about return, fees, risk, or income.

BDYN is cheaper with a 0.40% expense ratio, compared with 0.95% for UCO.

BDYN has the higher dividend yield at 2.06%, compared with 0.00% for UCO.

BDYN is categorized as Global Equities, while UCO is Oil & Gas. They also come from different issuers: iShares and ProShares. Their fees differ too: 0.40% for BDYN and 0.95% for UCO.

Portfolio Optimizer

Find the right allocation for BDYN and UCO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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