UL vs. PG
UL (Unilever PLC) and PG (The Procter & Gamble Company) are both stocks. Both operate in the Household & Personal Products industry within the Consumer Defensive sector. Over the past 10 years, UL returned 5.78%/yr vs 8.41%/yr for PG. Their 0.38 correlation means their historical movements had little consistent relationship.
Performance
UL vs. PG - Performance Comparison
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Returns By Period
In the year-to-date period, UL achieves a 2.66% return, which is significantly lower than PG's 4.22% return. Over the past 10 years, UL has underperformed PG with an annualized return of 5.78%, while PG has yielded a comparatively higher 8.41% annualized return.
UL
- 1D
- -1.30%
- 1M
- 7.84%
- 6M
- 0.92%
- YTD
- 2.66%
- 1Y
- 2.23%
- 3Y*
- 6.22%
- 5Y*
- 3.97%
- 10Y*
- 5.78%
- ALL TIME*
- 9.56%
PG
- 1D
- -1.87%
- 1M
- -0.85%
- 6M
- 0.65%
- YTD
- 4.22%
- 1Y
- -3.97%
- 3Y*
- 0.36%
- 5Y*
- 3.15%
- 10Y*
- 8.41%
- ALL TIME*
- 10.10%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.21B | $1.29B | $1.30B | |
| $340.84M | $286.47M | $254.19M |
UL vs. PG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UL Unilever PLC | 2.66% | 5.96% | 20.90% | -0.17% | -2.82% | -7.61% | 9.04% | 12.88% | -2.34% | 40.15% |
PG The Procter & Gamble Company | 4.22% | -12.26% | 17.25% | -0.86% | -5.05% | 20.52% | 14.15% | 39.70% | 3.57% | 12.69% |
Correlation
The correlation between UL and PG is 0.70, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.70 |
Correlation (3Y) Balances recent behavior with more history. | 0.60 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.58 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.54 |
Correlation (All Time) Calculated using the full available price history since Jan 4, 1988 | 0.38 |
Over the past year, UL and PG have become more correlated (0.70) than their long-term average of 0.38, meaning their price movements have been converging.
Fundamentals
UL:
$142.18B
PG:
$340.32B
UL:
€5.38
PG:
$6.62
UL:
10.76
PG:
22.08
UL:
2.11
PG:
7.29
UL:
1.14
PG:
4.07
UL:
€111.11B
PG:
$87.03B
UL:
€111.26B
PG:
$43.67B
UL:
€24.12B
PG:
$21.25B
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Return for Risk
UL vs. PG — Risk / Return Rank
UL
PG
UL vs. PG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever PLC (UL) and The Procter & Gamble Company (PG). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UL | PG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.29 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 0.98 | +0.05 |
| Calmar ratioReturn relative to maximum drawdown | 0.09 | -0.26 | +0.35 |
| Martin ratioReturn relative to average drawdown | 0.17 | -0.44 | +0.61 |
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Drawdowns
UL vs. PG - Drawdown Comparison
The maximum UL drawdown since its inception was -53.55%, roughly equal to the maximum PG drawdown of -54.25%. Use the drawdown chart below to compare losses from any high point for UL and PG.
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Drawdown Indicators
| UL | PG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -53.55% | -54.25% | +0.70% |
Max Drawdown (1Y)Largest decline over 1 year | -25.09% | -15.52% | -9.57% |
Max Drawdown (3Y)Largest decline over 3 years | -25.09% | -21.15% | -3.94% |
Max Drawdown (5Y)Largest decline over 5 years | -25.09% | -23.77% | -1.32% |
Max Drawdown (10Y)Largest decline over 10 years | -30.13% | -23.77% | -6.36% |
Current DrawdownCurrent decline from peak | -9.99% | -14.69% | +4.70% |
Average DrawdownAverage peak-to-trough decline | -10.63% | -12.17% | +1.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.43% | 9.01% | +4.42% |
Volatility
UL vs. PG - Volatility Comparison
Unilever PLC (UL) has a higher volatility of 11.13% compared to The Procter & Gamble Company (PG) at 6.92%. This indicates that UL's price experiences larger fluctuations and is considered to be riskier than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UL | PG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.13% | 6.92% | +4.21% |
Volatility (6M)Calculated over the trailing 6-month period | 19.57% | 15.76% | +3.81% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.13% | 19.72% | +4.41% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.28% | 18.09% | +3.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.74% | 19.18% | +2.56% |
Dividends
UL vs. PG - Dividend Comparison
UL's dividend yield for the trailing twelve months is around 3.45%, more than PG's 2.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PG The Procter & Gamble Company | 2.94% | 2.91% | 2.36% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% |
UL Unilever PLC | 3.45% | 3.51% | 3.29% | 3.83% | 3.57% | 3.77% | 3.07% | 3.18% | 3.49% | 2.80% | 3.42% | 3.02% |
Financials
UL vs. PG - Financials Comparison
This section allows you to compare key financial metrics between Unilever PLC and The Procter & Gamble Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
UL and PG have a correlation of 0.70, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UL has higher volatility (11.13%) compared to PG (6.92%). In terms of maximum drawdown, UL dropped -53.55% vs PG's -54.25%.
UL currently has the higher Sharpe Ratio (0.09 vs -0.20), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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