UBS vs. SPY
Compare and contrast key facts about UBS Group AG (UBS) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UBS or SPY.
Correlation
The correlation between UBS and SPY is 0.57, 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. SPY - Performance Comparison
Key characteristics
UBS:
0.14
SPY:
0.32
UBS:
0.38
SPY:
0.51
UBS:
1.05
SPY:
1.07
UBS:
0.26
SPY:
0.39
UBS:
0.64
SPY:
1.52
UBS:
6.04%
SPY:
3.13%
UBS:
27.61%
SPY:
14.74%
UBS:
-59.82%
SPY:
-55.19%
UBS:
-14.90%
SPY:
-12.17%
Returns By Period
In the year-to-date period, UBS achieves a 0.43% return, which is significantly higher than SPY's -8.15% return. Over the past 10 years, UBS has underperformed SPY with an annualized return of 10.23%, while SPY has yielded a comparatively higher 11.89% annualized return.
UBS
0.43%
-11.43%
-1.71%
3.81%
34.95%
10.23%
SPY
-8.15%
-6.68%
-4.88%
4.64%
18.45%
11.89%
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Risk-Adjusted Performance
UBS vs. SPY — Risk-Adjusted Performance Rank
UBS
SPY
UBS vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Group AG (UBS) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
UBS's dividend yield for the trailing twelve months is around 3.45%, more than SPY's 1.34% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBS UBS Group AG | 3.45% | 3.46% | 1.78% | 2.68% | 2.07% | 10.34% | 5.48% | 5.24% | 3.30% | 9.41% | 4.11% | 0.00% |
SPY SPDR S&P 500 ETF | 1.34% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
UBS vs. SPY - Drawdown Comparison
The maximum UBS drawdown since its inception was -59.82%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for UBS and SPY. For additional features, visit the drawdowns tool.
Volatility
UBS vs. SPY - Volatility Comparison
UBS Group AG (UBS) has a higher volatility of 11.42% compared to SPDR S&P 500 ETF (SPY) at 7.47%. This indicates that UBS's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.