UI vs. SPY
Compare and contrast key facts about Ubiquiti Inc. (UI) 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: UI or SPY.
Correlation
The correlation between UI and SPY is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
UI vs. SPY - Performance Comparison
Key characteristics
UI:
3.62
SPY:
1.81
UI:
3.86
SPY:
2.43
UI:
1.53
SPY:
1.33
UI:
2.46
SPY:
2.74
UI:
24.77
SPY:
11.36
UI:
7.17%
SPY:
2.03%
UI:
48.44%
SPY:
12.74%
UI:
-77.49%
SPY:
-55.19%
UI:
-19.26%
SPY:
-0.73%
Returns By Period
In the year-to-date period, UI achieves a 4.87% return, which is significantly higher than SPY's 3.28% return. Over the past 10 years, UI has outperformed SPY with an annualized return of 29.24%, while SPY has yielded a comparatively lower 13.17% annualized return.
UI
4.87%
-3.14%
97.97%
174.50%
20.32%
29.24%
SPY
3.28%
4.28%
12.39%
22.37%
14.20%
13.17%
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Risk-Adjusted Performance
UI vs. SPY — Risk-Adjusted Performance Rank
UI
SPY
UI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ubiquiti Inc. (UI) 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
UI vs. SPY - Dividend Comparison
UI's dividend yield for the trailing twelve months is around 0.69%, less than SPY's 1.17% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UI Ubiquiti Inc. | 0.69% | 0.72% | 1.72% | 0.88% | 0.65% | 0.50% | 0.58% | 0.50% | 0.00% | 0.00% | 0.00% | 0.57% |
SPY SPDR S&P 500 ETF | 1.17% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
UI vs. SPY - Drawdown Comparison
The maximum UI drawdown since its inception was -77.49%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for UI and SPY. For additional features, visit the drawdowns tool.
Volatility
UI vs. SPY - Volatility Comparison
Ubiquiti Inc. (UI) has a higher volatility of 20.07% compared to SPDR S&P 500 ETF (SPY) at 3.41%. This indicates that UI'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.