UYG vs. BRK-B
Compare and contrast key facts about ProShares Ultra Financials (UYG) and Berkshire Hathaway Inc. (BRK-B).
UYG is a passively managed fund by ProShares that tracks the performance of the Dow Jones U.S. Financials Index (200%). It was launched on Jan 30, 2007.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UYG or BRK-B.
Correlation
The correlation between UYG and BRK-B is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UYG vs. BRK-B - Performance Comparison
Key characteristics
UYG:
2.03
BRK-B:
1.25
UYG:
2.74
BRK-B:
1.85
UYG:
1.35
BRK-B:
1.23
UYG:
1.42
BRK-B:
2.23
UYG:
11.03
BRK-B:
5.25
UYG:
5.32%
BRK-B:
3.56%
UYG:
28.98%
BRK-B:
14.93%
UYG:
-97.90%
BRK-B:
-53.86%
UYG:
-5.97%
BRK-B:
-0.41%
Returns By Period
In the year-to-date period, UYG achieves a 11.68% return, which is significantly higher than BRK-B's 6.29% return. Over the past 10 years, UYG has outperformed BRK-B with an annualized return of 16.00%, while BRK-B has yielded a comparatively lower 12.61% annualized return.
UYG
11.68%
2.18%
32.66%
58.98%
12.87%
16.00%
BRK-B
6.29%
2.82%
7.30%
17.73%
16.06%
12.61%
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Risk-Adjusted Performance
UYG vs. BRK-B — Risk-Adjusted Performance Rank
UYG
BRK-B
UYG vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProShares Ultra Financials (UYG) and Berkshire Hathaway Inc. (BRK-B). 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
UYG vs. BRK-B - Dividend Comparison
UYG's dividend yield for the trailing twelve months is around 0.45%, while BRK-B has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UYG ProShares Ultra Financials | 0.45% | 0.51% | 0.79% | 0.77% | 4.82% | 0.66% | 0.89% | 1.28% | 0.56% | 0.76% | 0.72% | 0.57% |
BRK-B Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
UYG vs. BRK-B - Drawdown Comparison
The maximum UYG drawdown since its inception was -97.90%, which is greater than BRK-B's maximum drawdown of -53.86%. Use the drawdown chart below to compare losses from any high point for UYG and BRK-B. For additional features, visit the drawdowns tool.
Volatility
UYG vs. BRK-B - Volatility Comparison
ProShares Ultra Financials (UYG) has a higher volatility of 6.56% compared to Berkshire Hathaway Inc. (BRK-B) at 4.62%. This indicates that UYG's price experiences larger fluctuations and is considered to be riskier than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.