BHP vs. UCU.V
BHP (BHP Group) and UCU.V (Ucore Rare Metals Inc) are both stocks. Both operate in the Other Industrial Metals & Mining industry within the Basic Materials sector. Over the past 10 years, BHP returned 21.94%/yr vs 4.33%/yr for UCU.V. At a 0.13 correlation, their price movements are largely independent.
Performance
BHP vs. UCU.V - Performance Comparison
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Different Trading Currencies
BHP is traded in USD, while UCU.V is traded in CAD. To make them comparable, the UCU.V values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, BHP achieves a 41.38% return, which is significantly higher than UCU.V's -5.76% return. Over the past 10 years, BHP has outperformed UCU.V with an annualized return of 21.94%, while UCU.V has yielded a comparatively lower 4.33% annualized return.
BHP
- 1D
- 1.18%
- 1M
- -1.20%
- YTD
- 41.38%
- 6M
- 46.29%
- 1Y
- 75.94%
- 3Y*
- 17.37%
- 5Y*
- 14.81%
- 10Y*
- 21.94%
UCU.V
- 1D
- -2.51%
- 1M
- -4.94%
- YTD
- -5.76%
- 6M
- -24.80%
- 1Y
- 288.32%
- 3Y*
- 64.79%
- 5Y*
- 31.17%
- 10Y*
- 4.33%
BHP vs. UCU.V - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BHP BHP Group | 41.38% | 28.91% | -24.64% | 16.50% | 44.34% | 0.91% | 25.37% | 24.50% | 10.55% | 33.87% |
UCU.V Ucore Rare Metals Inc | -5.76% | 661.43% | -20.52% | 31.06% | -12.40% | -38.11% | -46.28% | 174.26% | -55.80% | -16.96% |
Correlation
The correlation between BHP and UCU.V is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.15 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.12 |
Correlation (All Time) Calculated using the full available price history since Oct 11, 2006 | 0.13 |
The correlation between BHP and UCU.V shifts across timeframes, from 0.12 (10 years) to 0.27 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
BHP:
$212.97B
UCU.V:
CA$595.19M
BHP:
$8.51
UCU.V:
-CA$0.40
BHP:
4.23
UCU.V:
8.40
BHP:
$107.64B
UCU.V:
CA$0.00
BHP:
$89.04B
UCU.V:
-CA$1.84M
BHP:
$52.23B
UCU.V:
-CA$31.97M
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Return for Risk
BHP vs. UCU.V — Risk / Return Rank
BHP
UCU.V
BHP vs. UCU.V - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for BHP Group (BHP) and Ucore Rare Metals Inc (UCU.V). 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.
| BHP | UCU.V | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.03 | ||
| Sortino ratioReturn per unit of downside risk | -0.02 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.35 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 3.86 | 5.00 | -1.14 |
| Martin ratioReturn relative to average drawdown | 14.16 | 7.96 | +6.20 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| BHP | UCU.V | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 2.41 | 2.38 | +0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.46 | 0.36 | +0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.68 | 0.05 | +0.64 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.32 | -0.00 | +0.32 |
Drawdowns
BHP vs. UCU.V - Drawdown Comparison
The maximum BHP drawdown since its inception was -76.22%, smaller than the maximum UCU.V drawdown of -98.67%. Use the drawdown chart below to compare losses from any high point for BHP and UCU.V.
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Drawdown Indicators
| BHP | UCU.V | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -76.22% | -98.67% | +22.45% |
Max Drawdown (1Y)Largest decline over 1 year | -19.80% | -58.11% | +38.31% |
Max Drawdown (3Y)Largest decline over 3 years | -37.21% | -58.11% | +20.90% |
Max Drawdown (5Y)Largest decline over 5 years | -37.21% | -66.29% | +29.08% |
Max Drawdown (10Y)Largest decline over 10 years | -44.29% | -84.56% | +40.27% |
Current DrawdownCurrent decline from peak | -10.14% | -67.33% | +57.19% |
Average DrawdownAverage peak-to-trough decline | -21.29% | -80.64% | +59.35% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.38% | 36.43% | -31.05% |
Volatility
BHP vs. UCU.V - Volatility Comparison
The current volatility for BHP Group (BHP) is 12.75%, while Ucore Rare Metals Inc (UCU.V) has a volatility of 25.88%. This indicates that BHP experiences smaller price fluctuations and is considered to be less risky than UCU.V based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| BHP | UCU.V | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.75% | 25.88% | -13.13% |
Volatility (6M)Calculated over the trailing 6-month period | 25.95% | 69.46% | -43.51% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.73% | 122.41% | -90.68% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.31% | 86.88% | -54.57% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 32.31% | 92.67% | -60.36% |
Dividends
BHP vs. UCU.V - Dividend Comparison
BHP's dividend yield for the trailing twelve months is around 3.18%, while UCU.V has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BHP BHP Group | 3.18% | 3.64% | 5.98% | 4.98% | 22.44% | 9.98% | 3.67% | 8.59% | 4.89% | 3.61% | 1.68% | 9.38% |
UCU.V Ucore Rare Metals 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% |
Financials
BHP vs. UCU.V - Financials Comparison
This section allows you to compare key financial metrics between BHP Group and Ucore Rare Metals Inc. 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
Frequently Asked Questions
BHP and UCU.V have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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