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UBT vs. PFFL
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

UBT vs. PFFL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares Ultra 20+ Year Treasury (UBT) and ETRACS Monthly Pay 2xLeveraged Preferred Stock ETN (PFFL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, UBT achieves a -2.69% return, which is significantly lower than PFFL's 0.10% return.


UBT

1D
-0.74%
1M
1.08%
YTD
-2.69%
6M
-6.59%
1Y
4.39%
3Y*
-10.32%
5Y*
-17.99%
10Y*
-8.27%

PFFL

1D
-0.99%
1M
-1.06%
YTD
0.10%
6M
0.21%
1Y
8.48%
3Y*
3.14%
5Y*
-5.89%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

UBT vs. PFFL - Yearly Performance Comparison


2026 (YTD)20252024202320222021202020192018
UBT
ProShares Ultra 20+ Year Treasury
-2.69%2.03%-21.81%-3.68%-55.54%-12.14%31.87%24.46%8.07%
PFFL
ETRACS Monthly Pay 2xLeveraged Preferred Stock ETN
0.10%2.18%4.77%8.65%-39.15%7.52%-15.47%30.21%-11.05%

Correlation

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


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

0.29

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

0.38

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

0.34

Correlation (All Time)
Calculated using the full available price history since Sep 27, 2018

0.23

The correlation between UBT and PFFL shifts across timeframes, from 0.23 (all time) to 0.38 (3 years), reflecting how their relationship changes across market environments.

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Return for Risk

UBT vs. PFFL — Risk / Return Rank

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

UBT
UBT Risk / Return Rank: 1111
Overall Rank
UBT Sharpe Ratio Rank: 1212
Sharpe Ratio Rank
UBT Sortino Ratio Rank: 1111
Sortino Ratio Rank
UBT Omega Ratio Rank: 1111
Omega Ratio Rank
UBT Calmar Ratio Rank: 1212
Calmar Ratio Rank
UBT Martin Ratio Rank: 1111
Martin Ratio Rank

PFFL
PFFL Risk / Return Rank: 1717
Overall Rank
PFFL Sharpe Ratio Rank: 1717
Sharpe Ratio Rank
PFFL Sortino Ratio Rank: 1616
Sortino Ratio Rank
PFFL Omega Ratio Rank: 1717
Omega Ratio Rank
PFFL Calmar Ratio Rank: 1818
Calmar Ratio Rank
PFFL Martin Ratio Rank: 1717
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.

UBT vs. PFFL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra 20+ Year Treasury (UBT) and ETRACS Monthly Pay 2xLeveraged Preferred Stock ETN (PFFL). 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.


UBTPFFLDifference

Sharpe ratio

Return per unit of total volatility

0.23

0.50

-0.28

Sortino ratio

Return per unit of downside risk

0.46

0.81

-0.35

Omega ratio

Gain probability vs. loss probability

1.05

1.11

-0.05

Calmar ratio

Return relative to maximum drawdown

0.26

0.71

-0.45

Martin ratio

Return relative to average drawdown

0.63

1.76

-1.13

UBT vs. PFFL - Sharpe Ratio Comparison

The current UBT Sharpe Ratio is 0.23, which is lower than the PFFL Sharpe Ratio of 0.50. The chart below compares the historical Sharpe Ratios of UBT and PFFL, 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


UBTPFFLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.23

0.50

-0.28

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.58

-0.25

-0.33

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.28

Sharpe Ratio (All Time)

Calculated using the full available price history

0.02

-0.07

+0.09

Drawdowns

UBT vs. PFFL - Drawdown Comparison

The maximum UBT drawdown since its inception was -78.90%, roughly equal to the maximum PFFL drawdown of -80.68%. Use the drawdown chart below to compare losses from any high point for UBT and PFFL.


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Drawdown Indicators


UBTPFFLDifference

Max Drawdown

Largest peak-to-trough decline

-78.90%

-80.68%

+1.78%

Max Drawdown (1Y)

Largest decline over 1 year

-16.86%

-11.92%

-4.94%

Max Drawdown (3Y)

Largest decline over 3 years

-36.62%

-23.75%

-12.87%

Max Drawdown (5Y)

Largest decline over 5 years

-72.49%

-48.51%

-23.98%

Max Drawdown (10Y)

Largest decline over 10 years

-78.90%

Current Drawdown

Current decline from peak

-76.66%

-38.34%

-38.32%

Average Drawdown

Average peak-to-trough decline

-32.30%

-28.54%

-3.76%

Ulcer Index

Depth and duration of drawdowns from previous peaks

7.01%

4.84%

+2.17%

Volatility

UBT vs. PFFL - Volatility Comparison

ProShares Ultra 20+ Year Treasury (UBT) has a higher volatility of 5.41% compared to ETRACS Monthly Pay 2xLeveraged Preferred Stock ETN (PFFL) at 3.83%. This indicates that UBT's price experiences larger fluctuations and is considered to be riskier than PFFL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


UBTPFFLDifference

Volatility (1M)

Calculated over the trailing 1-month period

5.41%

3.83%

+1.58%

Volatility (6M)

Calculated over the trailing 6-month period

12.78%

10.33%

+2.45%

Volatility (1Y)

Calculated over the trailing 1-year period

19.41%

16.91%

+2.50%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

31.33%

23.62%

+7.71%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.31%

55.35%

-26.04%

UBT vs. PFFL - Expense Ratio Comparison

UBT has a 0.95% expense ratio, which is higher than PFFL's 0.85% expense ratio.


Dividends

UBT vs. PFFL - Dividend Comparison

UBT's dividend yield for the trailing twelve months is around 3.99%, less than PFFL's 12.44% yield.


PositionTTM20252024202320222021202020192018201720162015
PFFL
ETRACS Monthly Pay 2xLeveraged Preferred Stock ETN
12.44%13.27%13.76%13.71%13.90%8.82%9.75%11.21%2.02%0.00%0.00%0.00%
UBT
ProShares Ultra 20+ Year Treasury
3.99%4.26%4.50%3.54%0.30%0.00%0.26%1.50%1.55%1.37%0.75%1.56%

Frequently Asked Questions


UBT and PFFL 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.

UBT has higher volatility (5.41%) compared to PFFL (3.83%). In terms of maximum drawdown, UBT dropped -78.90% vs PFFL's -80.68%.

On 5-year performance, PFFL leads with -5.89% vs -17.99% for UBT. On fees, PFFL is cheaper at 0.85% per year. On volatility, PFFL has been the lower-risk option at 3.83%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 5-year period, PFFL has performed better with a -5.89% return vs -17.99%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

PFFL is cheaper with a 0.85% expense ratio, compared with 0.95% for UBT.

PFFL has the higher dividend yield at 12.44%, compared with 3.99% for UBT.

UBT is categorized as Leveraged Bonds, while PFFL is Preferred Stock/Convertible Bonds. UBT tracks Barclays Capital U.S. 20+ Year Treasury Index (200%), while PFFL tracks Solactive Preferred Stock ETF Index. They also come from different issuers: ProShares and UBS. Their fees differ too: 0.95% for UBT and 0.85% for PFFL.

PFFL currently has the higher Sharpe Ratio (0.50 vs 0.23), 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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