UBS vs. VOOG
Compare and contrast key facts about UBS Group AG (UBS) and Vanguard S&P 500 Growth ETF (VOOG).
VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UBS or VOOG.
Correlation
The correlation between UBS and VOOG is 0.48, 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. VOOG - Performance Comparison
Key characteristics
UBS:
0.08
VOOG:
2.24
UBS:
0.29
VOOG:
2.88
UBS:
1.04
VOOG:
1.41
UBS:
0.14
VOOG:
3.05
UBS:
0.34
VOOG:
12.09
UBS:
6.16%
VOOG:
3.24%
UBS:
24.98%
VOOG:
17.50%
UBS:
-59.82%
VOOG:
-32.73%
UBS:
-9.98%
VOOG:
-2.43%
Returns By Period
In the year-to-date period, UBS achieves a 0.21% return, which is significantly lower than VOOG's 37.61% return. Over the past 10 years, UBS has underperformed VOOG with an annualized return of 11.02%, while VOOG has yielded a comparatively higher 15.20% annualized return.
UBS
0.21%
-6.18%
-1.52%
0.24%
25.42%
11.02%
VOOG
37.61%
3.33%
11.61%
37.72%
17.40%
15.20%
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Risk-Adjusted Performance
UBS vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for UBS Group AG (UBS) and Vanguard S&P 500 Growth ETF (VOOG). 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. VOOG - Dividend Comparison
UBS's dividend yield for the trailing twelve months is around 3.53%, more than VOOG's 0.34% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UBS UBS Group AG | 3.53% | 1.78% | 2.68% | 2.07% | 10.34% | 5.48% | 5.24% | 3.30% | 9.41% | 4.11% | 0.00% | 0.00% |
VOOG Vanguard S&P 500 Growth ETF | 0.34% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% | 1.46% |
Drawdowns
UBS vs. VOOG - Drawdown Comparison
The maximum UBS drawdown since its inception was -59.82%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for UBS and VOOG. For additional features, visit the drawdowns tool.
Volatility
UBS vs. VOOG - Volatility Comparison
UBS Group AG (UBS) has a higher volatility of 7.33% compared to Vanguard S&P 500 Growth ETF (VOOG) at 4.77%. This indicates that UBS's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.