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ZVOL vs. UVXY
Performance
Return for Risk
Drawdowns
Volatility
Dividends

Performance

ZVOL vs. UVXY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Volatility Premium Plus ETF (ZVOL) and ProShares Ultra VIX Short-Term Futures ETF (UVXY). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ZVOL achieves a -2.29% return, which is significantly higher than UVXY's -19.06% return.


ZVOL

1D
-0.60%
1M
2.30%
YTD
-2.29%
6M
2.14%
1Y
8.27%
3Y*
9.26%
5Y*
10Y*

UVXY

1D
-0.24%
1M
-22.10%
YTD
-19.06%
6M
-37.37%
1Y
-72.91%
3Y*
-64.55%
5Y*
-67.90%
10Y*
-72.67%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ZVOL vs. UVXY - Yearly Performance Comparison


2026 (YTD)202520242023
ZVOL
Volatility Premium Plus ETF
-2.29%-10.71%9.27%51.65%
UVXY
ProShares Ultra VIX Short-Term Futures ETF
-19.06%-65.32%-50.90%-77.55%

Correlation

The correlation between ZVOL and UVXY is -0.90, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.90

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

-0.90

Correlation (All Time)
Calculated using the full available price history since Apr 20, 2023

-0.90

The correlation between ZVOL and UVXY has been stable across timeframes, ranging from -0.90 to -0.90 - a consistent structural relationship.

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Return for Risk

ZVOL vs. UVXY — Risk / Return Rank

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

ZVOL
ZVOL Risk / Return Rank: 1616
Overall Rank
ZVOL Sharpe Ratio Rank: 1515
Sharpe Ratio Rank
ZVOL Sortino Ratio Rank: 1616
Sortino Ratio Rank
ZVOL Omega Ratio Rank: 1515
Omega Ratio Rank
ZVOL Calmar Ratio Rank: 1515
Calmar Ratio Rank
ZVOL Martin Ratio Rank: 1717
Martin Ratio Rank

UVXY
UVXY Risk / Return Rank: 11
Overall Rank
UVXY Sharpe Ratio Rank: 22
Sharpe Ratio Rank
UVXY Sortino Ratio Rank: 11
Sortino Ratio Rank
UVXY Omega Ratio Rank: 11
Omega Ratio Rank
UVXY Calmar Ratio Rank: 11
Calmar Ratio Rank
UVXY Martin Ratio Rank: 22
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.

ZVOL vs. UVXY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Volatility Premium Plus ETF (ZVOL) and ProShares Ultra VIX Short-Term Futures ETF (UVXY). 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.


ZVOLUVXYDifference
Sharpe ratioReturn per unit of total volatility

+1.31

Sortino ratioReturn per unit of downside risk

+2.39

Omega ratioGain probability vs. loss probability

1.09

0.82

+0.27

Calmar ratioReturn relative to maximum drawdown

0.50

-0.97

+1.48

Martin ratioReturn relative to average drawdown

1.62

-1.31

+2.93

ZVOL vs. UVXY - Sharpe Ratio Comparison

The current ZVOL Sharpe Ratio is 0.44, which is higher than the UVXY Sharpe Ratio of -0.87. The chart below compares the historical Sharpe Ratios of ZVOL and UVXY, 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


ZVOLUVXYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.44

-0.87

+1.31

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.66

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.64

Sharpe Ratio (All Time)

Calculated using the full available price history

0.43

-0.68

+1.11

Drawdowns

ZVOL vs. UVXY - Drawdown Comparison

The maximum ZVOL drawdown since its inception was -37.25%, smaller than the maximum UVXY drawdown of -100.00%. Use the drawdown chart below to compare losses from any high point for ZVOL and UVXY.


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Drawdown Indicators


ZVOLUVXYDifference

Max Drawdown

Largest peak-to-trough decline

-37.25%

-100.00%

+62.75%

Max Drawdown (1Y)

Largest decline over 1 year

-16.46%

-75.22%

+58.76%

Max Drawdown (3Y)

Largest decline over 3 years

-37.25%

-95.45%

+58.20%

Max Drawdown (5Y)

Largest decline over 5 years

-99.68%

Max Drawdown (10Y)

Largest decline over 10 years

-100.00%

Current Drawdown

Current decline from peak

-22.17%

-100.00%

+77.83%

Average Drawdown

Average peak-to-trough decline

-13.43%

-98.55%

+85.12%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.12%

55.63%

-50.51%

Volatility

ZVOL vs. UVXY - Volatility Comparison

The current volatility for Volatility Premium Plus ETF (ZVOL) is 3.59%, while ProShares Ultra VIX Short-Term Futures ETF (UVXY) has a volatility of 11.77%. This indicates that ZVOL experiences smaller price fluctuations and is considered to be less risky than UVXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ZVOLUVXYDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.59%

11.77%

-8.18%

Volatility (6M)

Calculated over the trailing 6-month period

13.27%

62.64%

-49.37%

Volatility (1Y)

Calculated over the trailing 1-year period

18.74%

84.42%

-65.68%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.27%

103.85%

-74.58%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

29.27%

113.82%

-84.55%

ZVOL vs. UVXY - Expense Ratio Comparison

ZVOL has a 1.35% expense ratio, which is higher than UVXY's 0.95% expense ratio.


Dividends

ZVOL vs. UVXY - Dividend Comparison

ZVOL's dividend yield for the trailing twelve months is around 71.14%, while UVXY has not paid dividends to shareholders.


PositionTTM202520242023
UVXY
ProShares Ultra VIX Short-Term Futures ETF
0.00%0.00%0.00%0.00%
ZVOL
Volatility Premium Plus ETF
71.14%53.44%30.68%0.55%

Frequently Asked Questions


ZVOL and UVXY have a correlation of -0.90, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

UVXY has higher volatility (11.77%) compared to ZVOL (3.59%). In terms of maximum drawdown, ZVOL dropped -37.25% vs UVXY's -100.00%.

On 3-year performance, ZVOL leads with 9.26% vs -64.55% for UVXY. On fees, UVXY is cheaper at 0.95% per year. On volatility, ZVOL has been the lower-risk option at 3.59%. The better choice depends on whether you care most about return, fees, risk, or income.

Over the 3-year period, ZVOL has performed better with a 9.26% return vs -64.55%. Past performance does not guarantee future results, so compare this with risk, fees, and fund exposure.

UVXY is cheaper with a 0.95% expense ratio, compared with 1.35% for ZVOL.

ZVOL has the higher dividend yield at 71.14%, compared with 0.00% for UVXY.

ZVOL tracks S&P 500 VIX Mid Term Futures Inverse Daily Index, while UVXY tracks S&P 500 VIX SHORT-TERM FUTURES TR (150%). They also come from different issuers: Volatility Shares and ProShares. Their fees differ too: 1.35% for ZVOL and 0.95% for UVXY.

ZVOL currently has the higher Sharpe Ratio (0.44 vs -0.87), 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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