UBEW vs. FENY
UBEW (Roundhill UBER WeeklyPay ETF) and FENY (Fidelity MSCI Energy Index ETF) are both exchange-traded funds - UBEW is a Leveraged Equities fund actively managed by Roundhill, while FENY is a Energy Equities fund tracking the MSCI USA IMI Energy 25/50 Index. UBEW is actively managed, while FENY is passively managed. Their -0.14 correlation means they have often moved in opposite directions in the past. UBEW charges 0.99%/yr vs 0.08%/yr for FENY.
Performance
UBEW vs. FENY - Performance Comparison
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Returns By Period
In the year-to-date period, UBEW achieves a -18.40% return, which is significantly lower than FENY's 35.12% return.
UBEW
- 1D
- -0.02%
- 1M
- -6.79%
- 6M
- -16.16%
- YTD
- -18.40%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
FENY
- 1D
- 1.04%
- 1M
- 11.58%
- 6M
- 18.35%
- YTD
- 35.12%
- 1Y
- 43.91%
- 3Y*
- 14.81%
- 5Y*
- 23.67%
- 10Y*
- 9.96%
- ALL TIME*
- 5.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $45.95M | $44.20M | $53.46M | |
| $64.73K | $104.09K | $137.20K |
UBEW vs. FENY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UBEW Roundhill UBER WeeklyPay ETF | -18.40% | -16.62% |
FENY Fidelity MSCI Energy Index ETF | 35.12% | 2.71% |
Correlation
The correlation between UBEW and FENY is -0.14, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since Oct 23, 2025 | -0.14 |
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Return for Risk
UBEW vs. FENY — Risk / Return Rank
UBEW
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
FENY
UBEW vs. FENY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill UBER WeeklyPay ETF (UBEW) and Fidelity MSCI Energy Index ETF (FENY). 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.
| UBEW | FENY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.32 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.76 | — |
| Martin ratioReturn relative to average drawdown | — | 7.45 | — |
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Drawdowns
UBEW vs. FENY - Drawdown Comparison
The maximum UBEW drawdown since its inception was -41.53%, smaller than the maximum FENY drawdown of -74.35%. Use the drawdown chart below to compare losses from any high point for UBEW and FENY.
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Drawdown Indicators
| UBEW | FENY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.53% | -74.35% | +32.82% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.96% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -21.47% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -26.64% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -69.07% | — |
Current DrawdownCurrent decline from peak | -36.87% | -4.34% | -32.53% |
Average DrawdownAverage peak-to-trough decline | -26.92% | -22.95% | -3.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.56% | — |
Volatility
UBEW vs. FENY - Volatility Comparison
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Volatility by Period
| UBEW | FENY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.96% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.62% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 43.30% | 20.94% | +22.36% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.30% | 26.20% | +17.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.30% | 29.78% | +13.52% |
UBEW vs. FENY - Expense Ratio Comparison
UBEW has a 0.99% expense ratio, which is higher than FENY's 0.08% expense ratio.
Dividends
UBEW vs. FENY - Dividend Comparison
UBEW's dividend yield for the trailing twelve months is around 41.60%, more than FENY's 2.35% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FENY Fidelity MSCI Energy Index ETF | 2.35% | 3.18% | 3.05% | 3.33% | 3.33% | 3.69% | 4.60% | 6.43% | 3.21% | 2.94% | 2.29% | 3.05% |
UBEW Roundhill UBER WeeklyPay ETF | 41.60% | 8.98% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
UBEW and FENY have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, FENY is cheaper at 0.08% per year. The better choice depends on whether you care most about return, fees, risk, or income.
FENY is cheaper with a 0.08% expense ratio, compared with 0.99% for UBEW.
UBEW has the higher dividend yield at 41.60%, compared with 2.35% for FENY.
UBEW is categorized as Leveraged Equities, while FENY is Energy Equities. They also come from different issuers: Roundhill and Fidelity. Their fees differ too: 0.99% for UBEW and 0.08% for FENY.
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