BCS vs. UBS
Compare and contrast key facts about Barclays PLC (BCS) and UBS Group AG (UBS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCS or UBS.
Correlation
The correlation between BCS and UBS is 0.52, 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
BCS vs. UBS - Performance Comparison
Key characteristics
BCS:
1.89
UBS:
0.41
BCS:
2.41
UBS:
0.75
BCS:
1.32
UBS:
1.10
BCS:
0.97
UBS:
0.47
BCS:
14.31
UBS:
1.68
BCS:
4.84%
UBS:
7.47%
BCS:
36.73%
UBS:
30.71%
BCS:
-94.39%
UBS:
-59.81%
BCS:
-51.77%
UBS:
-15.37%
Fundamentals
BCS:
$55.84B
UBS:
$95.36B
BCS:
$1.89
UBS:
$1.52
BCS:
8.28
UBS:
19.61
BCS:
0.78
UBS:
0.40
BCS:
2.30
UBS:
1.99
BCS:
0.58
UBS:
1.09
BCS:
$19.28B
UBS:
$34.38B
BCS:
$19.28B
UBS:
$34.38B
BCS:
-$410.00M
UBS:
$7.20B
Returns By Period
In the year-to-date period, BCS achieves a 19.70% return, which is significantly higher than UBS's -0.13% return. Over the past 10 years, BCS has underperformed UBS with an annualized return of 2.95%, while UBS has yielded a comparatively higher 9.74% annualized return.
BCS
19.70%
-3.82%
20.70%
67.81%
33.10%
2.95%
UBS
-0.13%
-10.06%
-6.48%
15.08%
33.10%
9.74%
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Risk-Adjusted Performance
BCS vs. UBS — Risk-Adjusted Performance Rank
BCS
UBS
BCS vs. UBS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Barclays PLC (BCS) and UBS Group AG (UBS). 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
BCS vs. UBS - Dividend Comparison
BCS's dividend yield for the trailing twelve months is around 2.73%, less than UBS's 5.03% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCS Barclays PLC | 2.73% | 3.17% | 4.84% | 4.02% | 1.61% | 3.90% | 3.76% | 3.21% | 1.40% | 2.32% | 3.02% | 2.84% |
UBS UBS Group AG | 5.03% | 3.46% | 1.78% | 2.68% | 2.07% | 10.34% | 5.48% | 5.24% | 3.30% | 9.41% | 4.11% | 0.00% |
Drawdowns
BCS vs. UBS - Drawdown Comparison
The maximum BCS drawdown since its inception was -94.39%, which is greater than UBS's maximum drawdown of -59.81%. Use the drawdown chart below to compare losses from any high point for BCS and UBS. For additional features, visit the drawdowns tool.
Volatility
BCS vs. UBS - Volatility Comparison
Barclays PLC (BCS) has a higher volatility of 18.99% compared to UBS Group AG (UBS) at 15.69%. This indicates that BCS's price experiences larger fluctuations and is considered to be riskier than UBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
BCS vs. UBS - Financials Comparison
This section allows you to compare key financial metrics between Barclays PLC and UBS Group AG. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities