UNM vs. VUG

In the year-to-date period, UNM achieves a 8.62% return, which is significantly higher than VUG's -8.15% return. Over the past 10 years, UNM has underperformed VUG with an annualized return of 12.34%, while VUG has yielded a comparatively higher 14.30% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

This table presents a comparison of risk-adjusted performance metrics for Unum Group (UNM) and Vanguard Growth ETF (VUG). 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.

The current UNM Sharpe Ratio is 2.05, which is higher than the VUG Sharpe Ratio of 0.57. The chart below compares the historical Sharpe Ratios of UNM and VUG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

UNM's dividend yield for the trailing twelve months is around 2.14%, more than VUG's 0.52% yield.

The maximum UNM drawdown since its inception was -89.38%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for UNM and VUG. For additional features, visit the drawdowns tool.

Unum Group (UNM) and Vanguard Growth ETF (VUG) have volatilities of 17.10% and 16.77%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.