SBU vs. UPS

Last updated Jun 14, 2026

SBU (Leverage Shares 2X Long SBUX Daily ETF) is Leveraged Equities fund actively managed by Leverage Shares, while UPS (United Parcel Service, Inc.) is a stock. At a 0.29 correlation, their price movements are largely independent.

Performance

SBU vs. UPS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Leverage Shares 2X Long SBUX Daily ETF (SBU) and United Parcel Service, Inc. (UPS). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, SBU achieves a 39.22% return, which is significantly higher than UPS's 12.37% return.

SBU

• 1D: 1.17%
• 1M: -8.50%
• YTD: 39.22%
• 6M: 34.52%
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

UPS

• 1D: -0.51%
• 1M: 11.11%
• YTD: 12.37%
• 6M: 10.44%
• 1Y: 15.53%
• 3Y*: -9.66%
• 5Y*: -7.78%
• 10Y*: 4.31%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SBU vs. UPS - Yearly Performance Comparison

	2026 (YTD)	2025
SBU Leverage Shares 2X Long SBUX Daily ETF	39.22%	-6.03%
UPS United Parcel Service, Inc.	12.37%	5.14%

Correlation

The correlation between SBU and UPS is 0.29, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since Nov 17, 2025	0.29

Return for Risk

SBU vs. UPS — Risk / Return Rank

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

SBU

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

UPS

UPS Risk / Return Rank: 56
UPS Sharpe Ratio Rank: 60
UPS Sortino Ratio Rank: 52
UPS Omega Ratio Rank: 54
UPS Calmar Ratio Rank: 59
UPS Martin Ratio Rank: 56

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.

SBU vs. UPS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Leverage Shares 2X Long SBUX Daily ETF (SBU) and United Parcel Service, Inc. (UPS). 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.

	SBU	UPS	Difference
Sharpe ratio: Return per unit of total volatility	—	0.49	—
Sortino ratio: Return per unit of downside risk	—	0.82	—
Omega ratio: Gain probability vs. loss probability	—	1.12	—
Calmar ratio: Return relative to maximum drawdown	—	0.72	—
Martin ratio: Return relative to average drawdown	—	1.22	—

Drawdowns

SBU vs. UPS - Drawdown Comparison

The maximum SBU drawdown since its inception was -28.10%, smaller than the maximum UPS drawdown of -57.92%. Use the drawdown chart below to compare losses from any high point for SBU and UPS.

Drawdown Indicators

	SBU	UPS	Difference
Max Drawdown Largest peak-to-trough decline	-28.10%	-57.92%	+29.82%
Max Drawdown (1Y) Largest decline over 1 year	—	-20.28%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-50.71%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-57.92%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-57.92%	—
Current Drawdown Current decline from peak	-8.50%	-42.22%	+33.72%
Average Drawdown Average peak-to-trough decline	-7.18%	-15.33%	+8.15%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	11.93%	—

Volatility

Volatility by Period

	SBU	UPS	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	9.06%	—
Volatility (6M) Calculated over the trailing 6-month period	—	21.69%	—
Volatility (1Y) Calculated over the trailing 1-year period	60.01%	29.72%	+30.29%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	60.01%	28.46%	+31.55%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	60.01%	27.61%	+32.40%

Dividends

SBU vs. UPS - Dividend Comparison

SBU has not paid dividends to shareholders, while UPS's dividend yield for the trailing twelve months is around 6.07%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SBU Leverage Shares 2X Long SBUX Daily ETF	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
UPS United Parcel Service, Inc.	6.07%	6.61%	5.17%	4.12%	3.50%	1.90%	2.40%	3.28%	3.73%	2.79%	2.72%	3.03%

Frequently Asked Questions

Can I hold both SBU and UPS in my portfolio?

SBU and UPS have a correlation of 0.29, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.