UHT vs. SPY
Compare and contrast key facts about Universal Health Realty Income Trust (UHT) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UHT or SPY.
Correlation
The correlation between UHT and SPY is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
UHT vs. SPY - Performance Comparison
Key characteristics
UHT:
0.94
SPY:
-0.09
UHT:
1.43
SPY:
-0.02
UHT:
1.17
SPY:
1.00
UHT:
0.32
SPY:
-0.09
UHT:
2.26
SPY:
-0.45
UHT:
9.68%
SPY:
3.31%
UHT:
23.20%
SPY:
15.87%
UHT:
-69.20%
SPY:
-55.19%
UHT:
-59.75%
SPY:
-17.32%
Returns By Period
In the year-to-date period, UHT achieves a 7.83% return, which is significantly higher than SPY's -13.53% return. Over the past 10 years, UHT has underperformed SPY with an annualized return of 1.42%, while SPY has yielded a comparatively higher 11.25% annualized return.
UHT
7.83%
-2.54%
-5.63%
22.96%
-10.71%
1.42%
SPY
-13.53%
-13.08%
-11.25%
-0.26%
17.01%
11.25%
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Risk-Adjusted Performance
UHT vs. SPY — Risk-Adjusted Performance Rank
UHT
SPY
UHT vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Health Realty Income Trust (UHT) and SPDR S&P 500 ETF (SPY). 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
UHT vs. SPY - Dividend Comparison
UHT's dividend yield for the trailing twelve months is around 7.44%, more than SPY's 1.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UHT Universal Health Realty Income Trust | 7.44% | 7.85% | 6.66% | 5.95% | 4.71% | 4.29% | 2.32% | 4.37% | 3.51% | 3.96% | 5.12% | 5.24% |
SPY SPDR S&P 500 ETF | 1.42% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
UHT vs. SPY - Drawdown Comparison
The maximum UHT drawdown since its inception was -69.20%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for UHT and SPY. For additional features, visit the drawdowns tool.
Volatility
UHT vs. SPY - Volatility Comparison
The current volatility for Universal Health Realty Income Trust (UHT) is 7.00%, while SPDR S&P 500 ETF (SPY) has a volatility of 9.29%. This indicates that UHT experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.