BEZ vs. UPSX
BEZ (Tradr 2X Short BE Daily ETF) and UPSX (Tradr 2X Long UPST Daily ETF) are both exchange-traded funds - BEZ is a Inverse Equities fund tracking the Bloom Energy Corporation (BE), while UPSX is a Leveraged Equities fund actively managed by Tradr. BEZ is passively managed, while UPSX is actively managed. At a correlation of -0.25, they often move in opposite directions. BEZ charges 1.49%/yr vs 1.30%/yr for UPSX.
Performance
BEZ vs. UPSX - Performance Comparison
Loading charts...
Returns By Period
BEZ
- 1D
- 28.30%
- 1M
- 23.72%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
UPSX
- 1D
- -3.38%
- 1M
- -11.14%
- 6M
- -70.27%
- YTD
- -65.35%
- 1Y
- -91.90%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
BEZ vs. UPSX - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
BEZ Tradr 2X Short BE Daily ETF | -91.65% |
UPSX Tradr 2X Long UPST Daily ETF | -53.08% |
Correlation
The correlation between BEZ and UPSX is -0.25, 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 Feb 11, 2026 | -0.25 |
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BEZ vs. UPSX — Risk / Return Rank
BEZ
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
UPSX
BEZ vs. UPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Tradr 2X Short BE Daily ETF (BEZ) and Tradr 2X Long UPST Daily ETF (UPSX). 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.
| BEZ | UPSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 0.83 | — |
| Calmar ratioReturn relative to maximum drawdown | — | -0.97 | — |
| Martin ratioReturn relative to average drawdown | — | -1.17 | — |
Loading charts...
Drawdowns
BEZ vs. UPSX - Drawdown Comparison
The maximum BEZ drawdown since its inception was -96.31%, roughly equal to the maximum UPSX drawdown of -95.01%. Use the drawdown chart below to compare losses from any high point for BEZ and UPSX.
Loading charts...
Drawdown Indicators
| BEZ | UPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.31% | -95.01% | -1.30% |
Max Drawdown (1Y)Largest decline over 1 year | — | -95.01% | — |
Current DrawdownCurrent decline from peak | -92.46% | -93.18% | +0.72% |
Average DrawdownAverage peak-to-trough decline | -68.64% | -68.56% | -0.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 78.45% | — |
Volatility
BEZ vs. UPSX - Volatility Comparison
Loading charts...
Volatility by Period
| BEZ | UPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 28.26% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 99.53% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 229.77% | 138.24% | +91.53% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 229.77% | 138.42% | +91.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 229.77% | 138.42% | +91.35% |
BEZ vs. UPSX - Expense Ratio Comparison
BEZ has a 1.49% expense ratio, which is higher than UPSX's 1.30% expense ratio.
Dividends
BEZ vs. UPSX - Dividend Comparison
Neither BEZ nor UPSX has paid dividends to shareholders.
Frequently Asked Questions
BEZ and UPSX have a correlation of -0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, UPSX is cheaper at 1.30% per year. The better choice depends on whether you care most about return, fees, risk, or income.
UPSX is cheaper with a 1.30% expense ratio, compared with 1.49% for BEZ.
BEZ and UPSX have nearly identical dividend yields, around 0.00%.
BEZ is categorized as Inverse Equities, while UPSX is Leveraged Equities. Their fees differ too: 1.49% for BEZ and 1.30% for UPSX.
Find the right allocation for BEZ and UPSX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer