PortfoliosLab logoPortfoliosLab logo
UOVEY vs. DBSDY
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

UOVEY vs. DBSDY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in United Overseas Bank Ltd ADR (UOVEY) and DBS Group Holdings Ltd ADR (DBSDY). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, UOVEY achieves a 12.60% return, which is significantly lower than DBSDY's 16.91% return. Over the past 10 years, UOVEY has underperformed DBSDY with an annualized return of 13.36%, while DBSDY has yielded a comparatively higher 23.30% annualized return.


UOVEY

1D
0.05%
1M
6.07%
YTD
12.60%
6M
15.66%
1Y
14.50%
3Y*
19.72%
5Y*
14.40%
10Y*
13.36%

DBSDY

1D
-0.53%
1M
10.65%
YTD
16.91%
6M
22.54%
1Y
50.60%
3Y*
41.37%
5Y*
26.07%
10Y*
23.30%
*Multi-year figures are annualized to reflect compound growth (CAGR)

UOVEY vs. DBSDY - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
UOVEY
United Overseas Bank Ltd ADR
12.60%8.71%30.56%-0.12%19.27%21.72%-10.55%14.12%-5.10%47.64%
DBSDY
DBS Group Holdings Ltd ADR
16.91%44.73%47.43%7.13%8.63%32.34%1.70%18.17%-0.93%63.53%

Correlation

The correlation between UOVEY and DBSDY is 0.59, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.59

Correlation (3Y)
Calculated over the trailing 3-year period

0.69

Correlation (5Y)
Calculated over the trailing 5-year period

0.72

Correlation (10Y)
Calculated over the trailing 10-year period

0.74

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2007

0.68

The correlation between UOVEY and DBSDY shifts across timeframes, from 0.59 (1 year) to 0.74 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

UOVEY:

$25.68B

DBSDY:

$142.43B

EPS

UOVEY:

$17.03

DBSDY:

$14.75

PE Ratio

UOVEY:

3.53

DBSDY:

13.61

PEG Ratio

UOVEY:

0.73

DBSDY:

1.05

PS Ratio

UOVEY:

1.13

DBSDY:

3.94

PB Ratio

UOVEY:

0.50

DBSDY:

2.07

Total Revenue (TTM)

UOVEY:

$33.44B

DBSDY:

$36.24B

Gross Profit (TTM)

UOVEY:

$26.59B

DBSDY:

$36.24B

EBITDA (TTM)

UOVEY:

$2.93B

DBSDY:

$9.54B

Compare stocks, funds, or ETFs

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


Return for Risk

UOVEY vs. DBSDY — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

UOVEY
UOVEY Risk / Return Rank: 6868
Overall Rank
UOVEY Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
UOVEY Sortino Ratio Rank: 6666
Sortino Ratio Rank
UOVEY Omega Ratio Rank: 6666
Omega Ratio Rank
UOVEY Calmar Ratio Rank: 6969
Calmar Ratio Rank
UOVEY Martin Ratio Rank: 6565
Martin Ratio Rank

DBSDY
DBSDY Risk / Return Rank: 9494
Overall Rank
DBSDY Sharpe Ratio Rank: 9595
Sharpe Ratio Rank
DBSDY Sortino Ratio Rank: 9797
Sortino Ratio Rank
DBSDY Omega Ratio Rank: 9595
Omega Ratio Rank
DBSDY Calmar Ratio Rank: 9292
Calmar Ratio Rank
DBSDY Martin Ratio Rank: 9393
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

UOVEY vs. DBSDY - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for United Overseas Bank Ltd ADR (UOVEY) and DBS Group Holdings Ltd ADR (DBSDY). 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.


UOVEYDBSDYDifference
Sharpe ratioReturn per unit of total volatility

-2.15

Sortino ratioReturn per unit of downside risk

-3.14

Omega ratioGain probability vs. loss probability

1.20

1.57

-0.37

Calmar ratioReturn relative to maximum drawdown

1.49

5.38

-3.89

Martin ratioReturn relative to average drawdown

2.77

16.13

-13.36

UOVEY vs. DBSDY - Sharpe Ratio Comparison

The current UOVEY Sharpe Ratio is 1.00, which is lower than the DBSDY Sharpe Ratio of 3.15. The chart below compares the historical Sharpe Ratios of UOVEY and DBSDY, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


UOVEYDBSDYDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.00

3.15

-2.15

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.82

1.39

-0.58

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.65

1.08

-0.43

Sharpe Ratio (All Time)

Calculated using the full available price history

0.31

0.40

-0.10

Drawdowns

UOVEY vs. DBSDY - Drawdown Comparison

The maximum UOVEY drawdown since its inception was -65.99%, smaller than the maximum DBSDY drawdown of -74.39%. Use the drawdown chart below to compare losses from any high point for UOVEY and DBSDY.


Loading charts...

Drawdown Indicators


UOVEYDBSDYDifference

Max Drawdown

Largest peak-to-trough decline

-65.99%

-74.39%

+8.40%

Max Drawdown (1Y)

Largest decline over 1 year

-9.80%

-9.46%

-0.34%

Max Drawdown (3Y)

Largest decline over 3 years

-19.21%

-18.75%

-0.46%

Max Drawdown (5Y)

Largest decline over 5 years

-23.13%

-22.02%

-1.11%

Max Drawdown (10Y)

Largest decline over 10 years

-43.81%

-43.94%

+0.13%

Current Drawdown

Current decline from peak

-1.34%

-0.90%

-0.44%

Average Drawdown

Average peak-to-trough decline

-11.74%

-14.98%

+3.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.24%

3.15%

+2.09%

Volatility

UOVEY vs. DBSDY - Volatility Comparison

The current volatility for United Overseas Bank Ltd ADR (UOVEY) is 3.21%, while DBS Group Holdings Ltd ADR (DBSDY) has a volatility of 3.52%. This indicates that UOVEY experiences smaller price fluctuations and is considered to be less risky than DBSDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


UOVEYDBSDYDifference

Volatility (1M)

Calculated over the trailing 1-month period

3.21%

3.52%

-0.31%

Volatility (6M)

Calculated over the trailing 6-month period

11.90%

11.72%

+0.18%

Volatility (1Y)

Calculated over the trailing 1-year period

14.63%

16.14%

-1.51%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

17.73%

18.81%

-1.08%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

20.58%

21.72%

-1.14%

Dividends

UOVEY vs. DBSDY - Dividend Comparison

UOVEY's dividend yield for the trailing twelve months is around 4.70%, more than DBSDY's 4.14% yield.


PositionTTM20252024202320222021202020192018201720162015
DBSDY
DBS Group Holdings Ltd ADR
4.14%4.42%4.94%6.76%4.09%3.11%2.55%6.59%7.22%3.53%7.42%3.77%
UOVEY
United Overseas Bank Ltd ADR
4.70%6.35%4.85%5.58%3.83%3.68%2.50%4.66%4.76%3.99%8.08%5.82%

Financials

UOVEY vs. DBSDY - Financials Comparison

This section allows you to compare key financial metrics between United Overseas Bank Ltd ADR and DBS Group Holdings Ltd ADR. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


4.00B6.00B8.00B10.00B12.00B20212022202320242025
12.60B
11.89B
(UOVEY) Total Revenue
(DBSDY) Total Revenue
Values in USD except per share items

UOVEY vs. DBSDY - Profitability Comparison

The chart below illustrates the profitability comparison between United Overseas Bank Ltd ADR and DBS Group Holdings Ltd ADR over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%100.0%20212022202320242025
45.7%
100.0%
Portfolio components
UOVEY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Overseas Bank Ltd ADR reported a gross profit of 5.75B and revenue of 12.60B. Therefore, the gross margin over that period was 45.7%.

DBSDY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, DBS Group Holdings Ltd ADR reported a gross profit of 11.89B and revenue of 11.89B. Therefore, the gross margin over that period was 100.0%.

UOVEY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Overseas Bank Ltd ADR reported an operating income of 2.19B and revenue of 12.60B, resulting in an operating margin of 17.4%.

DBSDY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, DBS Group Holdings Ltd ADR reported an operating income of 2.70B and revenue of 11.89B, resulting in an operating margin of 22.7%.

UOVEY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Overseas Bank Ltd ADR reported a net income of 1.85B and revenue of 12.60B, resulting in a net margin of 14.7%.

DBSDY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, DBS Group Holdings Ltd ADR reported a net income of 2.26B and revenue of 11.89B, resulting in a net margin of 19.0%.


Frequently Asked Questions


UOVEY and DBSDY have a correlation of 0.59, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

DBSDY has higher volatility (3.52%) compared to UOVEY (3.21%). In terms of maximum drawdown, UOVEY dropped -65.99% vs DBSDY's -74.39%.

DBSDY currently has the higher Sharpe Ratio (3.15 vs 1.00), 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.

Portfolio Optimizer

Find the right allocation for UOVEY and DBSDY

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer