UE vs. SPG
Compare and contrast key facts about Urban Edge Properties (UE) and Simon Property Group, Inc. (SPG).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UE or SPG.
Correlation
The correlation between UE and SPG is 0.72, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
UE vs. SPG - Performance Comparison
Key characteristics
UE:
1.06
SPG:
1.77
UE:
1.53
SPG:
2.39
UE:
1.19
SPG:
1.30
UE:
0.79
SPG:
3.54
UE:
4.02
SPG:
9.58
UE:
5.43%
SPG:
3.85%
UE:
20.73%
SPG:
20.59%
UE:
-71.78%
SPG:
-77.00%
UE:
-12.81%
SPG:
-0.10%
Fundamentals
UE:
$2.82B
SPG:
$70.14B
UE:
$0.58
SPG:
$7.25
UE:
35.76
SPG:
25.66
UE:
6.59
SPG:
6.26
UE:
$444.97M
SPG:
$5.96B
UE:
$213.04M
SPG:
$4.36B
UE:
$268.28M
SPG:
$4.36B
Returns By Period
In the year-to-date period, UE achieves a -5.02% return, which is significantly lower than SPG's 8.03% return. Over the past 10 years, UE has underperformed SPG with an annualized return of 2.26%, while SPG has yielded a comparatively higher 4.67% annualized return.
UE
-5.02%
1.14%
3.60%
22.12%
6.14%
2.26%
SPG
8.03%
6.83%
19.55%
30.42%
11.70%
4.67%
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Risk-Adjusted Performance
UE vs. SPG — Risk-Adjusted Performance Rank
UE
SPG
UE vs. SPG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Urban Edge Properties (UE) and Simon Property Group, Inc. (SPG). 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
UE vs. SPG - Dividend Comparison
UE's dividend yield for the trailing twelve months is around 3.33%, less than SPG's 4.35% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UE Urban Edge Properties | 3.33% | 3.16% | 3.50% | 4.54% | 3.16% | 5.26% | 4.59% | 5.29% | 3.45% | 2.98% | 3.41% | 0.00% |
SPG Simon Property Group, Inc. | 4.35% | 4.70% | 5.22% | 5.87% | 3.66% | 7.04% | 5.57% | 4.70% | 4.16% | 3.66% | 3.11% | 2.74% |
Drawdowns
UE vs. SPG - Drawdown Comparison
The maximum UE drawdown since its inception was -71.78%, smaller than the maximum SPG drawdown of -77.00%. Use the drawdown chart below to compare losses from any high point for UE and SPG. For additional features, visit the drawdowns tool.
Volatility
UE vs. SPG - Volatility Comparison
Urban Edge Properties (UE) has a higher volatility of 8.20% compared to Simon Property Group, Inc. (SPG) at 5.42%. This indicates that UE's price experiences larger fluctuations and is considered to be riskier than SPG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
UE vs. SPG - Financials Comparison
This section allows you to compare key financial metrics between Urban Edge Properties and Simon Property Group, 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