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:
-0.30
SPY:
2.21
UHT:
-0.25
SPY:
2.93
UHT:
0.97
SPY:
1.41
UHT:
-0.11
SPY:
3.26
UHT:
-0.67
SPY:
14.43
UHT:
11.39%
SPY:
1.90%
UHT:
25.52%
SPY:
12.41%
UHT:
-69.20%
SPY:
-55.19%
UHT:
-62.71%
SPY:
-2.74%
Returns By Period
In the year-to-date period, UHT achieves a -7.55% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, UHT has underperformed SPY with an annualized return of 2.11%, while SPY has yielded a comparatively higher 12.97% annualized return.
UHT
-7.55%
-6.85%
-0.24%
-7.44%
-15.82%
2.11%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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Risk-Adjusted Performance
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 7.86%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UHT Universal Health Realty Income Trust | 7.86% | 6.66% | 5.95% | 4.71% | 4.29% | 2.32% | 4.37% | 3.51% | 3.96% | 5.12% | 5.24% | 6.23% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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 7.21% compared to SPDR S&P 500 ETF (SPY) at 3.72%. 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.