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SMDV vs. BITU
Performance
Return for Risk
Dividends
Drawdowns
Volatility

Performance

SMDV vs. BITU - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Russell 2000 Dividend Growers ETF (SMDV) and Proshares Ultra Bitcoin ETF (BITU). The values are adjusted to include any dividend payments, if applicable.

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SMDV vs. BITU - Yearly Performance Comparison


2026 (YTD)20252024
SMDV
ProShares Russell 2000 Dividend Growers ETF
5.41%0.26%11.53%
BITU
Proshares Ultra Bitcoin ETF
-46.65%-37.07%37.90%

Returns By Period

In the year-to-date period, SMDV achieves a 5.41% return, which is significantly higher than BITU's -46.65% return.


SMDV

1D
0.73%
1M
-3.74%
YTD
5.41%
6M
5.80%
1Y
8.17%
3Y*
7.24%
5Y*
3.74%
10Y*
7.16%

BITU

1D
0.89%
1M
-5.67%
YTD
-46.65%
6M
-72.88%
1Y
-55.08%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

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SMDV vs. BITU - Expense Ratio Comparison

SMDV has a 0.40% expense ratio, which is lower than BITU's 0.95% expense ratio.


Return for Risk

SMDV vs. BITU — Risk / Return Rank

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

SMDV
SMDV Risk / Return Rank: 2626
Overall Rank
SMDV Sharpe Ratio Rank: 2424
Sharpe Ratio Rank
SMDV Sortino Ratio Rank: 2525
Sortino Ratio Rank
SMDV Omega Ratio Rank: 2323
Omega Ratio Rank
SMDV Calmar Ratio Rank: 3030
Calmar Ratio Rank
SMDV Martin Ratio Rank: 2727
Martin Ratio Rank

BITU
BITU Risk / Return Rank: 33
Overall Rank
BITU Sharpe Ratio Rank: 33
Sharpe Ratio Rank
BITU Sortino Ratio Rank: 44
Sortino Ratio Rank
BITU Omega Ratio Rank: 44
Omega Ratio Rank
BITU Calmar Ratio Rank: 22
Calmar Ratio Rank
BITU Martin Ratio Rank: 22
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.

SMDV vs. BITU - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Russell 2000 Dividend Growers ETF (SMDV) and Proshares Ultra Bitcoin ETF (BITU). 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.


SMDVBITUDifference

Sharpe ratio

Return per unit of total volatility

0.45

-0.61

+1.06

Sortino ratio

Return per unit of downside risk

0.79

-0.59

+1.38

Omega ratio

Gain probability vs. loss probability

1.10

0.93

+0.16

Calmar ratio

Return relative to maximum drawdown

0.77

-0.67

+1.44

Martin ratio

Return relative to average drawdown

2.24

-1.29

+3.53

SMDV vs. BITU - Sharpe Ratio Comparison

The current SMDV Sharpe Ratio is 0.45, which is higher than the BITU Sharpe Ratio of -0.61. The chart below compares the historical Sharpe Ratios of SMDV and BITU, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


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Sharpe Ratios by Period


SMDVBITUDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.45

-0.61

+1.06

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.37

-0.32

+0.70

Correlation

The correlation between SMDV and BITU is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


Dividends

SMDV vs. BITU - Dividend Comparison

SMDV's dividend yield for the trailing twelve months is around 2.50%, less than BITU's 78.08% yield.


TTM20252024202320222021202020192018201720162015
SMDV
ProShares Russell 2000 Dividend Growers ETF
2.50%2.67%2.68%2.69%2.51%2.02%2.13%2.03%1.97%1.84%1.35%1.81%
BITU
Proshares Ultra Bitcoin ETF
78.08%50.23%0.12%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

SMDV vs. BITU - Drawdown Comparison

The maximum SMDV drawdown since its inception was -34.12%, smaller than the maximum BITU drawdown of -77.76%. Use the drawdown chart below to compare losses from any high point for SMDV and BITU.


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Drawdown Indicators


SMDVBITUDifference

Max Drawdown

Largest peak-to-trough decline

-34.12%

-77.76%

+43.64%

Max Drawdown (1Y)

Largest decline over 1 year

-10.94%

-77.76%

+66.82%

Max Drawdown (5Y)

Largest decline over 5 years

-21.23%

Max Drawdown (10Y)

Largest decline over 10 years

-34.12%

Current Drawdown

Current decline from peak

-5.79%

-76.14%

+70.35%

Average Drawdown

Average peak-to-trough decline

-5.99%

-31.36%

+25.37%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.75%

40.50%

-36.75%

Volatility

SMDV vs. BITU - Volatility Comparison

The current volatility for ProShares Russell 2000 Dividend Growers ETF (SMDV) is 4.34%, while Proshares Ultra Bitcoin ETF (BITU) has a volatility of 26.02%. This indicates that SMDV experiences smaller price fluctuations and is considered to be less risky than BITU based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


SMDVBITUDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.34%

26.02%

-21.68%

Volatility (6M)

Calculated over the trailing 6-month period

10.68%

74.12%

-63.44%

Volatility (1Y)

Calculated over the trailing 1-year period

18.25%

90.32%

-72.07%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.71%

99.57%

-80.86%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.71%

99.57%

-78.86%