UBS vs. BCS
Compare and contrast key facts about UBS Group AG (UBS) and Barclays PLC (BCS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UBS or BCS.
Correlation
The correlation between UBS and BCS 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
UBS vs. BCS - Performance Comparison
Key characteristics
UBS:
0.38
BCS:
1.86
UBS:
0.72
BCS:
2.38
UBS:
1.10
BCS:
1.32
UBS:
0.43
BCS:
0.96
UBS:
1.56
BCS:
14.07
UBS:
7.50%
BCS:
4.84%
UBS:
30.49%
BCS:
36.72%
UBS:
-59.81%
BCS:
-94.39%
UBS:
-14.77%
BCS:
-51.19%
Fundamentals
UBS:
$95.31B
BCS:
$56.45B
UBS:
$1.52
BCS:
$1.85
UBS:
19.75
BCS:
8.55
UBS:
0.40
BCS:
0.80
UBS:
1.98
BCS:
2.33
UBS:
1.12
BCS:
0.59
UBS:
$34.38B
BCS:
$19.28B
UBS:
$34.38B
BCS:
$19.28B
UBS:
$7.20B
BCS:
-$410.00M
Returns By Period
In the year-to-date period, UBS achieves a 0.58% return, which is significantly lower than BCS's 21.15% return. Over the past 10 years, UBS has outperformed BCS with an annualized return of 9.85%, while BCS has yielded a comparatively lower 3.30% annualized return.
UBS
0.58%
-3.38%
-5.00%
15.81%
30.84%
9.85%
BCS
21.15%
2.79%
27.89%
56.49%
30.88%
3.30%
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Risk-Adjusted Performance
UBS vs. BCS — Risk-Adjusted Performance Rank
UBS
BCS
UBS vs. BCS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Group AG (UBS) and Barclays PLC (BCS). 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
UBS vs. BCS - Dividend Comparison
UBS's dividend yield for the trailing twelve months is around 5.00%, more than BCS's 2.67% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBS UBS Group AG | 5.00% | 3.46% | 1.78% | 2.68% | 2.07% | 10.34% | 5.48% | 5.24% | 3.30% | 9.41% | 4.11% | 0.00% |
BCS Barclays PLC | 2.67% | 3.13% | 4.87% | 4.17% | 1.60% | 3.90% | 3.72% | 3.21% | 1.39% | 2.25% | 3.09% | 2.87% |
Drawdowns
UBS vs. BCS - Drawdown Comparison
The maximum UBS drawdown since its inception was -59.81%, smaller than the maximum BCS drawdown of -94.39%. Use the drawdown chart below to compare losses from any high point for UBS and BCS. For additional features, visit the drawdowns tool.
Volatility
UBS vs. BCS - Volatility Comparison
The current volatility for UBS Group AG (UBS) is 15.71%, while Barclays PLC (BCS) has a volatility of 19.00%. This indicates that UBS experiences smaller price fluctuations and is considered to be less risky than BCS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UBS vs. BCS - Financials Comparison
This section allows you to compare key financial metrics between UBS Group AG and Barclays PLC. 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