UG vs. VOO
UG (United-Guardian, Inc.) is a stock, while VOO (Vanguard S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, UG returned -1.57%/yr vs 15.17%/yr for VOO. Their 0.09 correlation means their historical movements had little consistent relationship.
Performance
UG vs. VOO - Performance Comparison
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Returns By Period
In the year-to-date period, UG achieves a 24.32% return, which is significantly higher than VOO's 11.72% return. Over the past 10 years, UG has underperformed VOO with an annualized return of -1.57%, while VOO has yielded a comparatively higher 15.17% annualized return.
UG
- 1D
- 0.99%
- 1M
- 1.80%
- 6M
- -0.28%
- YTD
- 24.32%
- 1Y
- -4.39%
- 3Y*
- 2.43%
- 5Y*
- -9.26%
- 10Y*
- -1.57%
- ALL TIME*
- 3.49%
VOO
- 1D
- 1.42%
- 1M
- 1.69%
- 6M
- 9.53%
- YTD
- 11.72%
- 1Y
- 23.30%
- 3Y*
- 20.85%
- 5Y*
- 13.12%
- 10Y*
- 15.17%
- ALL TIME*
- 14.88%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $118.38K | $78.09K | $54.23K | |
| $3.97B | $3.80B | $5.49B |
UG vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UG United-Guardian, Inc. | 24.32% | -31.67% | 40.56% | -30.22% | -33.44% | 22.24% | -23.31% | 13.20% | 4.98% | 25.28% |
VOO Vanguard S&P 500 ETF | 11.72% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Correlation
The correlation between UG and VOO is 0.09, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.09 |
Correlation (3Y) Balances recent behavior with more history. | 0.08 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.08 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.10 |
Correlation (All Time) Calculated using the full available price history since Sep 9, 2010 | 0.09 |
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Return for Risk
UG vs. VOO — Risk / Return Rank
UG
VOO
UG vs. VOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United-Guardian, Inc. (UG) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UG | VOO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.96 | ||
| Sortino ratioReturn per unit of downside risk | -2.47 | ||
| Omega ratioGain probability vs. loss probability | 1.01 | 1.33 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | -0.12 | 2.63 | -2.75 |
| Martin ratioReturn relative to average drawdown | -0.22 | 11.23 | -11.46 |
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Drawdowns
UG vs. VOO - Drawdown Comparison
The maximum UG drawdown since its inception was -83.33%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UG and VOO.
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Drawdown Indicators
| UG | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -83.33% | -33.99% | -49.34% |
Max Drawdown (1Y)Largest decline over 1 year | -35.33% | -8.90% | -26.43% |
Max Drawdown (3Y)Largest decline over 3 years | -62.47% | -18.69% | -43.78% |
Max Drawdown (5Y)Largest decline over 5 years | -76.06% | -24.52% | -51.54% |
Max Drawdown (10Y)Largest decline over 10 years | -76.06% | -33.99% | -42.07% |
Current DrawdownCurrent decline from peak | -64.45% | 0.00% | -64.45% |
Average DrawdownAverage peak-to-trough decline | -36.68% | -3.67% | -33.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 19.59% | 2.08% | +17.51% |
Volatility
UG vs. VOO - Volatility Comparison
United-Guardian, Inc. (UG) has a higher volatility of 13.14% compared to Vanguard S&P 500 ETF (VOO) at 3.81%. This indicates that UG's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UG | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 13.14% | 3.81% | +9.33% |
Volatility (6M)Calculated over the trailing 6-month period | 24.28% | 10.18% | +14.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.32% | 12.80% | +21.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.41% | 16.95% | +29.46% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.58% | 18.02% | +23.56% |
Dividends
UG vs. VOO - Dividend Comparison
UG's dividend yield for the trailing twelve months is around 7.72%, more than VOO's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UG United-Guardian, Inc. | 7.72% | 9.74% | 6.28% | 1.39% | 6.51% | 6.87% | 5.42% | 5.60% | 5.73% | 4.97% | 4.84% | 5.22% |
VOO Vanguard S&P 500 ETF | 1.05% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Frequently Asked Questions
UG and VOO have a correlation of 0.09, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UG has higher volatility (13.14%) compared to VOO (3.81%). In terms of maximum drawdown, UG dropped -83.33% vs VOO's -33.99%.
VOO currently has the higher Sharpe Ratio (1.83 vs -0.13), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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