ULTA vs. SPGP
Compare and contrast key facts about Ulta Beauty, Inc. (ULTA) and Invesco S&P 500 GARP ETF (SPGP).
SPGP is a passively managed fund by Invesco that tracks the performance of the S&P 500 GARP Index. It was launched on Jun 16, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ULTA or SPGP.
Correlation
The correlation between ULTA and SPGP is 0.43, 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
ULTA vs. SPGP - Performance Comparison
Key characteristics
ULTA:
-0.25
SPGP:
0.53
ULTA:
-0.12
SPGP:
0.83
ULTA:
0.98
SPGP:
1.10
ULTA:
-0.20
SPGP:
0.82
ULTA:
-0.31
SPGP:
2.35
ULTA:
27.64%
SPGP:
3.34%
ULTA:
34.23%
SPGP:
14.75%
ULTA:
-87.89%
SPGP:
-42.08%
ULTA:
-22.04%
SPGP:
-6.00%
Returns By Period
In the year-to-date period, ULTA achieves a -9.76% return, which is significantly lower than SPGP's 8.98% return. Both investments have delivered pretty close results over the past 10 years, with ULTA having a 13.16% annualized return and SPGP not far ahead at 13.59%.
ULTA
-9.76%
17.83%
14.59%
-9.18%
11.82%
13.16%
SPGP
8.98%
-5.39%
3.23%
8.42%
12.16%
13.59%
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Risk-Adjusted Performance
ULTA vs. SPGP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Ulta Beauty, Inc. (ULTA) and Invesco S&P 500 GARP ETF (SPGP). 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
ULTA vs. SPGP - Dividend Comparison
ULTA has not paid dividends to shareholders, while SPGP's dividend yield for the trailing twelve months is around 1.37%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ULTA Ulta Beauty, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPGP Invesco S&P 500 GARP ETF | 1.37% | 1.24% | 1.22% | 0.69% | 1.10% | 0.86% | 0.95% | 0.68% | 0.89% | 1.12% | 1.52% | 2.11% |
Drawdowns
ULTA vs. SPGP - Drawdown Comparison
The maximum ULTA drawdown since its inception was -87.89%, which is greater than SPGP's maximum drawdown of -42.08%. Use the drawdown chart below to compare losses from any high point for ULTA and SPGP. For additional features, visit the drawdowns tool.
Volatility
ULTA vs. SPGP - Volatility Comparison
Ulta Beauty, Inc. (ULTA) has a higher volatility of 11.84% compared to Invesco S&P 500 GARP ETF (SPGP) at 4.02%. This indicates that ULTA's price experiences larger fluctuations and is considered to be riskier than SPGP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.