UBEW vs. IYE
UBEW (Roundhill UBER WeeklyPay ETF) and IYE (iShares U.S. Energy ETF) are both exchange-traded funds - UBEW is a Leveraged Equities fund actively managed by Roundhill, while IYE is a Energy Equities fund tracking the Dow Jones U.S. Oil & Gas Index. UBEW is actively managed, while IYE is passively managed. Their -0.14 correlation means they have often moved in opposite directions in the past. UBEW charges 0.99%/yr vs 0.42%/yr for IYE.
Performance
UBEW vs. IYE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, UBEW achieves a -18.40% return, which is significantly lower than IYE's 34.19% return.
UBEW
- 1D
- -0.02%
- 1M
- -6.79%
- 6M
- -16.16%
- YTD
- -18.40%
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- —
IYE
- 1D
- 0.93%
- 1M
- 11.26%
- 6M
- 18.18%
- YTD
- 34.19%
- 1Y
- 42.12%
- 3Y*
- 14.15%
- 5Y*
- 22.44%
- 10Y*
- 9.34%
- ALL TIME*
- 7.51%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $40.85M | $48.09M | $75.43M | |
| $64.73K | $104.09K | $137.20K |
UBEW vs. IYE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
UBEW Roundhill UBER WeeklyPay ETF | -18.40% | -16.62% |
IYE iShares U.S. Energy ETF | 34.19% | 2.62% |
Correlation
The correlation between UBEW and IYE 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 |
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
UBEW vs. IYE — Risk / Return Rank
UBEW
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
IYE
UBEW vs. IYE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Roundhill UBER WeeklyPay ETF (UBEW) and iShares U.S. Energy ETF (IYE). 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 | IYE | 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 | — | 2.75 | — |
| Martin ratioReturn relative to average drawdown | — | 7.28 | — |
Loading charts...
Drawdowns
UBEW vs. IYE - Drawdown Comparison
The maximum UBEW drawdown since its inception was -41.53%, smaller than the maximum IYE drawdown of -73.74%. Use the drawdown chart below to compare losses from any high point for UBEW and IYE.
Loading charts...
Drawdown Indicators
| UBEW | IYE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.53% | -73.74% | +32.21% |
Max Drawdown (1Y)Largest decline over 1 year | — | -14.54% | — |
Max Drawdown (3Y)Largest decline over 3 years | — | -20.37% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -68.59% | — |
Current DrawdownCurrent decline from peak | -36.87% | -4.14% | -32.73% |
Average DrawdownAverage peak-to-trough decline | -26.92% | -19.30% | -7.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 5.49% | — |
Volatility
UBEW vs. IYE - Volatility Comparison
Loading charts...
Volatility by Period
| UBEW | IYE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.72% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 16.32% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 43.30% | 20.51% | +22.79% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 43.30% | 25.44% | +17.86% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 43.30% | 29.49% | +13.81% |
UBEW vs. IYE - Expense Ratio Comparison
UBEW has a 0.99% expense ratio, which is higher than IYE's 0.42% expense ratio.
Dividends
UBEW vs. IYE - Dividend Comparison
UBEW's dividend yield for the trailing twelve months is around 41.60%, more than IYE's 2.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IYE iShares U.S. Energy ETF | 2.12% | 2.85% | 2.75% | 2.99% | 3.37% | 2.98% | 4.75% | 6.60% | 3.16% | 2.66% | 2.11% | 3.39% |
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 IYE 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, IYE is cheaper at 0.42% per year. The better choice depends on whether you care most about return, fees, risk, or income.
IYE is cheaper with a 0.42% expense ratio, compared with 0.99% for UBEW.
UBEW has the higher dividend yield at 41.60%, compared with 2.12% for IYE.
UBEW is categorized as Leveraged Equities, while IYE is Energy Equities. They also come from different issuers: Roundhill and iShares. Their fees differ too: 0.99% for UBEW and 0.42% for IYE.
Find the right allocation for UBEW and IYE
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