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:
-0.22
SPY:
2.03
UHT:
-0.13
SPY:
2.71
UHT:
0.98
SPY:
1.38
UHT:
-0.08
SPY:
3.09
UHT:
-0.53
SPY:
12.94
UHT:
10.51%
SPY:
2.01%
UHT:
25.65%
SPY:
12.78%
UHT:
-69.20%
SPY:
-55.19%
UHT:
-62.78%
SPY:
-2.14%
Returns By Period
In the year-to-date period, UHT achieves a -0.30% return, which is significantly lower than SPY's 1.14% return. Over the past 10 years, UHT has underperformed SPY with an annualized return of 1.16%, while SPY has yielded a comparatively higher 13.38% annualized return.
UHT
-0.30%
-3.51%
-8.28%
-4.50%
-16.74%
1.16%
SPY
1.14%
-1.98%
7.12%
26.42%
14.07%
13.38%
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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 7.87%, more than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UHT Universal Health Realty Income Trust | 7.87% | 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 | 1.19% | 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
Universal Health Realty Income Trust (UHT) has a higher volatility of 7.43% compared to SPDR S&P 500 ETF (SPY) at 5.01%. This indicates that UHT's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.