UUGRY vs. BARC.L
UUGRY (United Utilities Group PLC ADR) and BARC.L (Barclays plc) are both stocks. UUGRY operates in Utilities - Regulated Water (Utilities), while BARC.L operates in Banks - Diversified (Financial Services). Over the past 10 years, UUGRY returned 7.89%/yr vs 12.03%/yr for BARC.L. At a 0.22 correlation, their price movements are largely independent.
Performance
UUGRY vs. BARC.L - Performance Comparison
Loading charts...
Different Trading Currencies
UUGRY is traded in USD, while BARC.L is traded in GBp. To make them comparable, the BARC.L values have been converted to USD using the latest available exchange rates.
Returns By Period
In the year-to-date period, UUGRY achieves a 8.48% return, which is significantly higher than BARC.L's -3.93% return. Over the past 10 years, UUGRY has underperformed BARC.L with an annualized return of 7.89%, while BARC.L has yielded a comparatively higher 12.03% annualized return.
UUGRY
- 1D
- -1.80%
- 1M
- -7.94%
- YTD
- 8.48%
- 6M
- 10.93%
- 1Y
- 18.22%
- 3Y*
- 13.88%
- 5Y*
- 8.53%
- 10Y*
- 7.89%
BARC.L
- 1D
- -0.31%
- 1M
- 2.59%
- YTD
- -3.93%
- 6M
- 5.69%
- 1Y
- 37.66%
- 3Y*
- 49.87%
- 5Y*
- 22.43%
- 10Y*
- 12.03%
UUGRY vs. BARC.L - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UUGRY United Utilities Group PLC ADR | 8.48% | 27.86% | 0.53% | 21.42% | -16.24% | 22.43% | 4.26% | 39.83% | -12.43% | 8.62% |
BARC.L Barclays plc | -3.93% | 95.96% | 77.29% | 5.80% | -22.23% | 28.13% | -15.85% | 28.33% | -28.91% | 0.54% |
Correlation
The correlation between UUGRY and BARC.L is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.15 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.16 |
Correlation (All Time) Calculated using the full available price history since Oct 27, 2008 | 0.22 |
Fundamentals
UUGRY:
$11.93B
BARC.L:
£62.60B
UUGRY:
$2.50
BARC.L:
£0.52
UUGRY:
13.94
BARC.L:
8.78
UUGRY:
0.40
BARC.L:
1.45
UUGRY:
2.50
BARC.L:
1.56
UUGRY:
5.32
BARC.L:
0.82
UUGRY:
$4.78B
BARC.L:
£40.71B
UUGRY:
$3.23B
BARC.L:
£40.18B
UUGRY:
$2.71B
BARC.L:
£9.83B
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
UUGRY vs. BARC.L — Risk / Return Rank
UUGRY
BARC.L
UUGRY vs. BARC.L - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United Utilities Group PLC ADR (UUGRY) and Barclays plc (BARC.L). 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.
| UUGRY | BARC.L | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.47 | ||
| Sortino ratioReturn per unit of downside risk | -0.56 | ||
| Omega ratioGain probability vs. loss probability | 1.16 | 1.22 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.41 | -0.02 |
| Martin ratioReturn relative to average drawdown | 4.12 | 4.10 | +0.02 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| UUGRY | BARC.L | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 1.20 | -0.47 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.35 | 0.67 | -0.31 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.32 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | -0.02 | +0.38 |
Drawdowns
UUGRY vs. BARC.L - Drawdown Comparison
The maximum UUGRY drawdown since its inception was -43.11%, smaller than the maximum BARC.L drawdown of -94.50%. Use the drawdown chart below to compare losses from any high point for UUGRY and BARC.L.
Loading charts...
Drawdown Indicators
| UUGRY | BARC.L | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.11% | -94.50% | +51.39% |
Max Drawdown (1Y)Largest decline over 1 year | -13.17% | -26.54% | +13.37% |
Max Drawdown (3Y)Largest decline over 3 years | -19.49% | -26.54% | +7.05% |
Max Drawdown (5Y)Largest decline over 5 years | -38.73% | -48.02% | +9.29% |
Max Drawdown (10Y)Largest decline over 10 years | -38.73% | -67.33% | +28.60% |
Current DrawdownCurrent decline from peak | -11.60% | -20.57% | +8.97% |
Average DrawdownAverage peak-to-trough decline | -10.35% | -65.29% | +54.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.43% | 9.14% | -4.71% |
Volatility
UUGRY vs. BARC.L - Volatility Comparison
United Utilities Group PLC ADR (UUGRY) has a higher volatility of 10.31% compared to Barclays plc (BARC.L) at 9.34%. This indicates that UUGRY's price experiences larger fluctuations and is considered to be riskier than BARC.L based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| UUGRY | BARC.L | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.31% | 9.34% | +0.97% |
Volatility (6M)Calculated over the trailing 6-month period | 20.54% | 24.99% | -4.45% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.02% | 31.25% | -6.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.33% | 33.71% | -9.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.63% | 37.50% | -11.87% |
Dividends
UUGRY vs. BARC.L - Dividend Comparison
UUGRY's dividend yield for the trailing twelve months is around 3.98%, more than BARC.L's 1.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BARC.L Barclays plc | 1.89% | 1.79% | 2.28% | 3.73% | 2.93% | 1.33% | 0.00% | 2.90% | 2.22% | 1.10% | 1.50% | 2.21% |
UUGRY United Utilities Group PLC ADR | 3.98% | 4.32% | 4.87% | 4.24% | 4.47% | 3.87% | 4.16% | 3.79% | 5.36% | 9.00% | 8.81% | 4.06% |
Financials
UUGRY vs. BARC.L - Financials Comparison
This section allows you to compare key financial metrics between United Utilities Group PLC ADR and Barclays plc. 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
UUGRY vs. BARC.L - Profitability Comparison
UUGRY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported a gross profit of 634.90M and revenue of 1.33B. Therefore, the gross margin over that period was 47.9%.
BARC.L - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Barclays plc reported a gross profit of 8.16B and revenue of 8.16B. Therefore, the gross margin over that period was 100.0%.
UUGRY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported an operating income of 550.04M and revenue of 1.33B, resulting in an operating margin of 41.5%.
BARC.L - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Barclays plc reported an operating income of 2.81B and revenue of 8.16B, resulting in an operating margin of 34.5%.
UUGRY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, United Utilities Group PLC ADR reported a net income of 352.01M and revenue of 1.33B, resulting in a net margin of 26.5%.
BARC.L - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Barclays plc reported a net income of 2.18B and revenue of 8.16B, resulting in a net margin of 26.7%.
Frequently Asked Questions
UUGRY and BARC.L have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for UUGRY and BARC.L
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