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UFPI vs. VOO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between UFPI and VOO is 0.58, 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.


-0.50.00.51.0
Correlation: 0.6

Performance

UFPI vs. VOO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in UFP Industries, Inc. (UFPI) and Vanguard S&P 500 ETF (VOO). The values are adjusted to include any dividend payments, if applicable.

400.00%600.00%800.00%1,000.00%1,200.00%1,400.00%1,600.00%NovemberDecember2025FebruaryMarchApril
1,267.92%
557.08%
UFPI
VOO

Key characteristics

Sharpe Ratio

UFPI:

-0.16

VOO:

0.54

Sortino Ratio

UFPI:

-0.01

VOO:

0.88

Omega Ratio

UFPI:

1.00

VOO:

1.13

Calmar Ratio

UFPI:

-0.20

VOO:

0.55

Martin Ratio

UFPI:

-0.40

VOO:

2.27

Ulcer Index

UFPI:

13.45%

VOO:

4.55%

Daily Std Dev

UFPI:

32.72%

VOO:

19.19%

Max Drawdown

UFPI:

-80.64%

VOO:

-33.99%

Current Drawdown

UFPI:

-22.78%

VOO:

-9.90%

Returns By Period

In the year-to-date period, UFPI achieves a -4.94% return, which is significantly higher than VOO's -5.74% return. Over the past 10 years, UFPI has outperformed VOO with an annualized return of 20.17%, while VOO has yielded a comparatively lower 12.12% annualized return.


UFPI

YTD

-4.94%

1M

-3.04%

6M

-17.53%

1Y

-5.01%

5Y*

22.96%

10Y*

20.17%

VOO

YTD

-5.74%

1M

-2.90%

6M

-4.28%

1Y

9.78%

5Y*

15.72%

10Y*

12.12%

*Annualized

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Risk-Adjusted Performance

UFPI vs. VOO — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UFPI
The Risk-Adjusted Performance Rank of UFPI is 4040
Overall Rank
The Sharpe Ratio Rank of UFPI is 4343
Sharpe Ratio Rank
The Sortino Ratio Rank of UFPI is 3737
Sortino Ratio Rank
The Omega Ratio Rank of UFPI is 3737
Omega Ratio Rank
The Calmar Ratio Rank of UFPI is 4040
Calmar Ratio Rank
The Martin Ratio Rank of UFPI is 4545
Martin Ratio Rank

VOO
The Risk-Adjusted Performance Rank of VOO is 6464
Overall Rank
The Sharpe Ratio Rank of VOO is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VOO is 6262
Sortino Ratio Rank
The Omega Ratio Rank of VOO is 6464
Omega Ratio Rank
The Calmar Ratio Rank of VOO is 6767
Calmar Ratio Rank
The Martin Ratio Rank of VOO is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

UFPI vs. VOO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for UFP Industries, Inc. (UFPI) and Vanguard S&P 500 ETF (VOO). 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.


The chart of Sharpe ratio for UFPI, currently valued at -0.16, compared to the broader market-2.00-1.000.001.002.003.00
UFPI: -0.16
VOO: 0.54
The chart of Sortino ratio for UFPI, currently valued at -0.01, compared to the broader market-6.00-4.00-2.000.002.004.00
UFPI: -0.01
VOO: 0.88
The chart of Omega ratio for UFPI, currently valued at 1.00, compared to the broader market0.501.001.502.00
UFPI: 1.00
VOO: 1.13
The chart of Calmar ratio for UFPI, currently valued at -0.20, compared to the broader market0.001.002.003.004.005.00
UFPI: -0.20
VOO: 0.55
The chart of Martin ratio for UFPI, currently valued at -0.40, compared to the broader market-5.000.005.0010.0015.0020.00
UFPI: -0.40
VOO: 2.27

The current UFPI Sharpe Ratio is -0.16, which is lower than the VOO Sharpe Ratio of 0.54. The chart below compares the historical Sharpe Ratios of UFPI and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio0.001.002.003.004.00NovemberDecember2025FebruaryMarchApril
-0.16
0.54
UFPI
VOO

Dividends

UFPI vs. VOO - Dividend Comparison

UFPI's dividend yield for the trailing twelve months is around 1.26%, less than VOO's 1.38% yield.


TTM20242023202220212020201920182017201620152014
UFPI
UFP Industries, Inc.
1.26%1.17%0.88%1.20%0.71%0.90%0.84%1.39%0.85%0.85%1.20%1.15%
VOO
Vanguard S&P 500 ETF
1.38%1.24%1.46%1.69%1.25%1.54%1.88%2.06%1.78%2.02%2.10%1.85%

Drawdowns

UFPI vs. VOO - Drawdown Comparison

The maximum UFPI drawdown since its inception was -80.64%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UFPI and VOO. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-22.78%
-9.90%
UFPI
VOO

Volatility

UFPI vs. VOO - Volatility Comparison

The current volatility for UFP Industries, Inc. (UFPI) is 11.87%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.96%. This indicates that UFPI experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%NovemberDecember2025FebruaryMarchApril
11.87%
13.96%
UFPI
VOO