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IXN vs. ULPIX
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

IXN vs. ULPIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in iShares Global Tech ETF (IXN) and ProFunds UltraBull Fund (ULPIX). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, IXN achieves a 41.18% return, which is significantly higher than ULPIX's 20.77% return. Over the past 10 years, IXN has outperformed ULPIX with an annualized return of 25.57%, while ULPIX has yielded a comparatively lower 22.96% annualized return.


IXN

1D
-1.00%
1M
21.36%
YTD
41.18%
6M
41.72%
1Y
74.57%
3Y*
36.05%
5Y*
23.25%
10Y*
25.57%

ULPIX

1D
0.25%
1M
11.31%
YTD
20.77%
6M
20.35%
1Y
54.19%
3Y*
35.90%
5Y*
18.94%
10Y*
22.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

IXN vs. ULPIX - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
IXN
iShares Global Tech ETF
41.18%25.25%24.84%52.98%-29.86%29.58%43.62%47.88%-5.44%41.23%
ULPIX
ProFunds UltraBull Fund
20.77%25.47%38.03%45.59%-39.16%59.28%19.12%62.17%-15.02%42.77%

Correlation

The correlation between IXN and ULPIX is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.85

Correlation (3Y)
Calculated over the trailing 3-year period

0.87

Correlation (5Y)
Calculated over the trailing 5-year period

0.90

Correlation (10Y)
Calculated over the trailing 10-year period

0.88

Correlation (All Time)
Calculated using the full available price history since Nov 27, 2001

0.82

The correlation between IXN and ULPIX has been stable across timeframes, ranging from 0.82 to 0.90 - a consistent structural relationship.

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Return for Risk

IXN vs. ULPIX — Risk / Return Rank

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

IXN
IXN Risk / Return Rank: 8888
Overall Rank
IXN Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
IXN Sortino Ratio Rank: 8888
Sortino Ratio Rank
IXN Omega Ratio Rank: 8686
Omega Ratio Rank
IXN Calmar Ratio Rank: 8989
Calmar Ratio Rank
IXN Martin Ratio Rank: 8686
Martin Ratio Rank

ULPIX
ULPIX Risk / Return Rank: 6060
Overall Rank
ULPIX Sharpe Ratio Rank: 6666
Sharpe Ratio Rank
ULPIX Sortino Ratio Rank: 5050
Sortino Ratio Rank
ULPIX Omega Ratio Rank: 5252
Omega Ratio Rank
ULPIX Calmar Ratio Rank: 6464
Calmar Ratio Rank
ULPIX Martin Ratio Rank: 7070
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.

IXN vs. ULPIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for iShares Global Tech ETF (IXN) and ProFunds UltraBull Fund (ULPIX). 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.


IXNULPIXDifference
Sharpe ratioReturn per unit of total volatility

+1.04

Sortino ratioReturn per unit of downside risk

+1.14

Omega ratioGain probability vs. loss probability

1.54

1.40

+0.14

Calmar ratioReturn relative to maximum drawdown

5.43

3.07

+2.36

Martin ratioReturn relative to average drawdown

18.73

13.50

+5.23

IXN vs. ULPIX - Sharpe Ratio Comparison

The current IXN Sharpe Ratio is 3.41, which is higher than the ULPIX Sharpe Ratio of 2.37. The chart below compares the historical Sharpe Ratios of IXN and ULPIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


IXNULPIXDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.41

2.37

+1.04

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.94

0.56

+0.38

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

1.05

0.65

+0.40

Sharpe Ratio (All Time)

Calculated using the full available price history

0.54

0.25

+0.29

Drawdowns

IXN vs. ULPIX - Drawdown Comparison

The maximum IXN drawdown since its inception was -55.67%, smaller than the maximum ULPIX drawdown of -89.68%. Use the drawdown chart below to compare losses from any high point for IXN and ULPIX.


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Drawdown Indicators


IXNULPIXDifference

Max Drawdown

Largest peak-to-trough decline

-55.67%

-89.68%

+34.01%

Max Drawdown (1Y)

Largest decline over 1 year

-13.80%

-18.30%

+4.50%

Max Drawdown (3Y)

Largest decline over 3 years

-25.55%

-36.59%

+11.04%

Max Drawdown (5Y)

Largest decline over 5 years

-36.30%

-46.92%

+10.62%

Max Drawdown (10Y)

Largest decline over 10 years

-36.30%

-59.41%

+23.11%

Current Drawdown

Current decline from peak

-1.00%

0.00%

-1.00%

Average Drawdown

Average peak-to-trough decline

-11.27%

-33.84%

+22.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.99%

4.16%

-0.17%

Volatility

IXN vs. ULPIX - Volatility Comparison

iShares Global Tech ETF (IXN) has a higher volatility of 7.95% compared to ProFunds UltraBull Fund (ULPIX) at 5.62%. This indicates that IXN's price experiences larger fluctuations and is considered to be riskier than ULPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


IXNULPIXDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.95%

5.62%

+2.33%

Volatility (6M)

Calculated over the trailing 6-month period

17.85%

17.92%

-0.07%

Volatility (1Y)

Calculated over the trailing 1-year period

21.98%

23.69%

-1.71%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.84%

33.91%

-9.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.40%

35.45%

-11.05%

IXN vs. ULPIX - Expense Ratio Comparison

IXN has a 0.46% expense ratio, which is lower than ULPIX's 1.46% expense ratio.


Dividends

IXN vs. ULPIX - Dividend Comparison

IXN's dividend yield for the trailing twelve months is around 0.74%, less than ULPIX's 7.54% yield.


PositionTTM20252024202320222021202020192018201720162015
IXN
iShares Global Tech ETF
0.74%1.04%0.43%0.55%0.81%0.58%0.63%1.06%0.94%0.93%1.03%1.12%
ULPIX
ProFunds UltraBull Fund
7.54%9.11%0.00%0.02%10.36%5.62%12.74%0.42%0.58%0.00%0.00%0.00%

Frequently Asked Questions


IXN and ULPIX have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

IXN has higher volatility (7.95%) compared to ULPIX (5.62%). In terms of maximum drawdown, IXN dropped -55.67% vs ULPIX's -89.68%.

IXN currently has the higher Sharpe Ratio (3.41 vs 2.37), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

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