HTO vs. UVV
HTO (H2O America) and UVV (Universal Corporation) are both stocks. HTO operates in Utilities - Regulated Water (Utilities), while UVV operates in Tobacco (Consumer Defensive). Over the past 10 years, HTO returned 6.53%/yr vs 5.30%/yr for UVV. At a 0.26 correlation, their price movements are largely independent.
Performance
HTO vs. UVV - Performance Comparison
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Returns By Period
In the year-to-date period, HTO achieves a 18.36% return, which is significantly higher than UVV's 5.45% return. Over the past 10 years, HTO has outperformed UVV with an annualized return of 6.53%, while UVV has yielded a comparatively lower 5.30% annualized return.
HTO
- 1D
- 0.74%
- 1M
- 0.96%
- YTD
- 18.36%
- 6M
- 18.21%
- 1Y
- 10.33%
- 3Y*
- -4.86%
- 5Y*
- -0.18%
- 10Y*
- 6.53%
UVV
- 1D
- 1.26%
- 1M
- 0.24%
- YTD
- 5.45%
- 6M
- 3.08%
- 1Y
- -6.14%
- 3Y*
- 8.79%
- 5Y*
- 5.12%
- 10Y*
- 5.30%
HTO vs. UVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HTO H2O America | 18.36% | 2.92% | -22.57% | -17.78% | 13.40% | 7.66% | -0.43% | 30.19% | -11.20% | 16.22% |
UVV Universal Corporation | 5.45% | 2.27% | -13.39% | 35.79% | 1.82% | 19.59% | -8.96% | 11.08% | 7.79% | -14.79% |
Correlation
The correlation between HTO and UVV is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.38 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.33 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 1988 | 0.26 |
The correlation between HTO and UVV shifts across timeframes, from 0.26 (all time) to 0.39 (3 years), reflecting how their relationship changes across market environments.
Fundamentals
HTO:
$2.90
UVV:
$1.73
HTO:
19.70
UVV:
31.19
HTO:
2.54
UVV:
0.46
HTO:
$816.28M
UVV:
$2.21B
HTO:
$335.79M
UVV:
$412.39M
HTO:
$273.35M
UVV:
$212.91M
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Return for Risk
HTO vs. UVV — Risk / Return Rank
HTO
UVV
HTO vs. UVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for H2O America (HTO) and Universal Corporation (UVV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HTO | UVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.71 | ||
| Sortino ratioReturn per unit of downside risk | +0.95 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 0.97 | +0.12 |
| Calmar ratioReturn relative to maximum drawdown | 0.64 | -0.44 | +1.08 |
| Martin ratioReturn relative to average drawdown | 1.48 | -0.74 | +2.22 |
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Drawdowns
HTO vs. UVV - Drawdown Comparison
The maximum HTO drawdown since its inception was -54.53%, smaller than the maximum UVV drawdown of -69.75%. Use the drawdown chart below to compare losses from any high point for HTO and UVV.
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Drawdown Indicators
| HTO | UVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.53% | -69.75% | +15.22% |
Max Drawdown (1Y)Largest decline over 1 year | -16.19% | -14.09% | -2.10% |
Max Drawdown (3Y)Largest decline over 3 years | -35.14% | -29.70% | -5.44% |
Max Drawdown (5Y)Largest decline over 5 years | -42.85% | -29.70% | -13.15% |
Max Drawdown (10Y)Largest decline over 10 years | -42.85% | -45.68% | +2.83% |
Current DrawdownCurrent decline from peak | -24.64% | -12.39% | -12.25% |
Average DrawdownAverage peak-to-trough decline | -15.90% | -18.59% | +2.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.98% | 9.00% | -2.02% |
Volatility
HTO vs. UVV - Volatility Comparison
The current volatility for H2O America (HTO) is 6.85%, while Universal Corporation (UVV) has a volatility of 10.71%. This indicates that HTO experiences smaller price fluctuations and is considered to be less risky than UVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTO | UVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.85% | 10.71% | -3.86% |
Volatility (6M)Calculated over the trailing 6-month period | 16.54% | 18.74% | -2.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.12% | 23.93% | -0.81% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.06% | 24.61% | -0.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 29.56% | 28.94% | +0.62% |
Dividends
HTO vs. UVV - Dividend Comparison
HTO's dividend yield for the trailing twelve months is around 3.01%, less than UVV's 6.08% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTO H2O America | 3.01% | 3.43% | 3.25% | 2.33% | 1.77% | 1.86% | 1.85% | 1.69% | 2.01% | 1.63% | 1.45% | 2.63% |
UVV Universal Corporation | 6.08% | 6.18% | 5.87% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% |
Financials
HTO vs. UVV - Financials Comparison
This section allows you to compare key financial metrics between H2O America and Universal Corporation. 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
HTO and UVV have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UVV has higher volatility (10.71%) compared to HTO (6.85%). In terms of maximum drawdown, HTO dropped -54.53% vs UVV's -69.75%.
HTO currently has the higher Sharpe Ratio (0.45 vs -0.26), 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.
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