UGI vs. VOO

Last updated Apr 4, 2026

Compare and contrast key facts about UGI Corporation (UGI) and Vanguard S&P 500 ETF (VOO).

VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.

Performance

UGI vs. VOO - Performance Comparison

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

Returns By Period

In the year-to-date period, UGI achieves a -0.76% return, which is significantly higher than VOO's -3.55% return. Over the past 10 years, UGI has underperformed VOO with an annualized return of 2.75%, while VOO has yielded a comparatively higher 14.19% annualized return.

UGI

• 1D: 1.94%
• 1M: 1.30%
• YTD: -0.76%
• 6M: 15.00%
• 1Y: 18.34%
• 3Y*: 8.03%
• 5Y*: 2.32%
• 10Y*: 2.75%

VOO

• 1D: 0.11%
• 1M: -4.01%
• YTD: -3.55%
• 6M: -1.41%
• 1Y: 23.49%
• 3Y*: 18.47%
• 5Y*: 11.96%
• 10Y*: 14.19%

*Multi-year figures are annualized to reflect compound growth (CAGR)

UGI vs. VOO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
UGI UGI Corporation	-0.76%	38.35%	21.93%	-29.83%	-16.13%	35.43%	-19.36%	-13.24%	15.95%	3.99%
VOO Vanguard S&P 500 ETF	-3.55%	17.82%	24.98%	26.32%	-18.17%	28.79%	18.32%	31.37%	-4.50%	21.77%

Correlation

The correlation between UGI and VOO is 0.45, which is low. Their price movements are largely independent, making them effective diversification partners. Combining low-correlation assets is one of the most reliable ways to reduce portfolio risk without sacrificing expected returns.

Return for Risk

UGI vs. VOO — Risk / Return Rank

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

UGI

UGI Risk / Return Rank: 58
UGI Sharpe Ratio Rank: 63
UGI Sortino Ratio Rank: 54
UGI Omega Ratio Rank: 54
UGI Calmar Ratio Rank: 62
UGI Martin Ratio Rank: 60

VOO

VOO Risk / Return Rank: 53
VOO Sharpe Ratio Rank: 51
VOO Sortino Ratio Rank: 54
VOO Omega Ratio Rank: 57
VOO Calmar Ratio Rank: 46
VOO Martin Ratio Rank: 57

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UGI vs. VOO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for UGI Corporation (UGI) 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.

	UGI	VOO	Difference
Sharpe ratio Return per unit of total volatility	0.64	0.98	-0.33
Sortino ratio Return per unit of downside risk	1.00	1.49	-0.49
Omega ratio Gain probability vs. loss probability	1.14	1.23	-0.09
Calmar ratio Return relative to maximum drawdown	1.06	1.53	-0.47
Martin ratio Return relative to average drawdown	2.30	7.13	-4.83
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

UGI vs. VOO - Sharpe Ratio Comparison

The current UGI Sharpe Ratio is 0.64, which is lower than the VOO Sharpe Ratio of 0.98. The chart below compares the historical Sharpe Ratios of UGI and VOO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	UGI	VOO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.64	0.98	-0.33
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.08	0.71	-0.63
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.10	0.79	-0.69
Sharpe Ratio (All Time) Calculated using the full available price history	0.43	0.83	-0.41

Drawdowns

UGI vs. VOO - Drawdown Comparison

The maximum UGI drawdown since its inception was -59.54%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for UGI and VOO.

Drawdown Indicators

	UGI	VOO	Difference
Max Drawdown Largest peak-to-trough decline	-59.54%	-33.99%	-25.55%
Max Drawdown (1Y) Largest decline over 1 year	-13.58%	-8.90%	-4.68%
Max Drawdown (5Y) Largest decline over 5 years	-53.78%	-24.52%	-29.26%
Max Drawdown (10Y) Largest decline over 10 years	-59.54%	-33.99%	-25.55%
Current Drawdown Current decline from peak	-15.15%	-5.44%	-9.71%
Average Drawdown Average peak-to-trough decline	-12.72%	-3.72%	-9.00%
Ulcer Index Depth and duration of drawdowns from previous peaks	6.26%	2.57%	+3.69%

Volatility

UGI vs. VOO - Volatility Comparison

UGI Corporation (UGI) has a higher volatility of 6.62% compared to Vanguard S&P 500 ETF (VOO) at 5.27%. This indicates that UGI'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.

Volatility by Period

	UGI	VOO	Difference
Volatility (1M) Calculated over the trailing 1-month period	6.62%	5.27%	+1.35%
Volatility (6M) Calculated over the trailing 6-month period	15.71%	9.46%	+6.25%
Volatility (1Y) Calculated over the trailing 1-year period	21.33%	18.11%	+3.22%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	27.77%	16.81%	+10.96%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	28.28%	17.98%	+10.30%

Dividends

UGI vs. VOO - Dividend Comparison

UGI's dividend yield for the trailing twelve months is around 4.08%, more than VOO's 1.18% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
UGI UGI Corporation	4.08%	4.01%	5.31%	6.04%	3.84%	2.97%	3.76%	2.68%	1.93%	2.10%	2.04%	2.67%
VOO Vanguard S&P 500 ETF	1.18%	1.13%	1.24%	1.46%	1.69%	1.25%	1.54%	1.88%	2.06%	1.78%	2.02%	2.10%