UGPIX vs. VEIPX
Compare and contrast key facts about ProFunds UltraChina (UGPIX) and Vanguard Equity Income Fund Investor Shares (VEIPX).
UGPIX is managed by ProFunds. It was launched on Feb 3, 2008. VEIPX is managed by Vanguard. It was launched on Mar 21, 1988.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UGPIX or VEIPX.
Correlation
The correlation between UGPIX and VEIPX is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UGPIX vs. VEIPX - Performance Comparison
Key characteristics
UGPIX:
0.53
VEIPX:
1.01
UGPIX:
1.28
VEIPX:
1.24
UGPIX:
1.15
VEIPX:
1.23
UGPIX:
0.40
VEIPX:
1.12
UGPIX:
1.35
VEIPX:
3.51
UGPIX:
28.09%
VEIPX:
3.95%
UGPIX:
71.81%
VEIPX:
13.75%
UGPIX:
-97.69%
VEIPX:
-56.84%
UGPIX:
-92.29%
VEIPX:
-6.58%
Returns By Period
In the year-to-date period, UGPIX achieves a 40.65% return, which is significantly higher than VEIPX's 4.92% return. Over the past 10 years, UGPIX has underperformed VEIPX with an annualized return of -13.46%, while VEIPX has yielded a comparatively higher 6.27% annualized return.
UGPIX
40.65%
44.86%
33.70%
27.01%
-27.76%
-13.46%
VEIPX
4.92%
2.82%
1.63%
11.71%
5.69%
6.27%
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UGPIX vs. VEIPX - Expense Ratio Comparison
UGPIX has a 1.74% expense ratio, which is higher than VEIPX's 0.28% expense ratio.
Risk-Adjusted Performance
UGPIX vs. VEIPX — Risk-Adjusted Performance Rank
UGPIX
VEIPX
UGPIX vs. VEIPX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds UltraChina (UGPIX) and Vanguard Equity Income Fund Investor Shares (VEIPX). 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.
Dividends
UGPIX vs. VEIPX - Dividend Comparison
UGPIX's dividend yield for the trailing twelve months is around 2.07%, less than VEIPX's 2.68% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UGPIX ProFunds UltraChina | 2.07% | 2.91% | 3.25% | 0.00% | 0.00% | 0.00% | 0.08% | 0.00% | 0.77% | 0.00% | 0.00% | 0.00% |
VEIPX Vanguard Equity Income Fund Investor Shares | 2.68% | 2.81% | 2.94% | 2.93% | 2.40% | 2.62% | 2.63% | 3.15% | 2.45% | 2.74% | 2.96% | 2.69% |
Drawdowns
UGPIX vs. VEIPX - Drawdown Comparison
The maximum UGPIX drawdown since its inception was -97.69%, which is greater than VEIPX's maximum drawdown of -56.84%. Use the drawdown chart below to compare losses from any high point for UGPIX and VEIPX. For additional features, visit the drawdowns tool.
Volatility
UGPIX vs. VEIPX - Volatility Comparison
ProFunds UltraChina (UGPIX) has a higher volatility of 19.16% compared to Vanguard Equity Income Fund Investor Shares (VEIPX) at 2.48%. This indicates that UGPIX's price experiences larger fluctuations and is considered to be riskier than VEIPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.