UUGRY vs. HSBC
Compare and contrast key facts about United Utilities Group PLC ADR (UUGRY) and HSBC Holdings plc (HSBC).
Performance
UUGRY vs. HSBC - Performance Comparison
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UUGRY vs. HSBC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UUGRY United Utilities Group PLC ADR | 8.83% | 27.86% | 0.53% | 21.42% | -16.24% | 22.43% | 4.26% | 39.83% | -12.43% | 8.62% |
HSBC HSBC Holdings plc | 7.81% | 67.91% | 34.48% | 39.45% | 7.79% | 20.76% | -31.71% | 1.44% | -16.05% | 36.04% |
Fundamentals
UUGRY:
$4.09B
HSBC:
$147.86B
UUGRY:
$3.22B
HSBC:
$80.78B
UUGRY:
$2.02B
HSBC:
$29.03B
Returns By Period
In the year-to-date period, UUGRY achieves a 8.83% return, which is significantly higher than HSBC's 7.81% return. Over the past 10 years, UUGRY has underperformed HSBC with an annualized return of 8.45%, while HSBC has yielded a comparatively higher 16.85% annualized return.
UUGRY
- 1D
- 0.91%
- 1M
- -6.69%
- YTD
- 8.83%
- 6M
- 14.57%
- 1Y
- 40.64%
- 3Y*
- 15.30%
- 5Y*
- 10.51%
- 10Y*
- 8.45%
HSBC
- 1D
- 3.96%
- 1M
- -8.96%
- YTD
- 7.81%
- 6M
- 20.32%
- 1Y
- 51.19%
- 3Y*
- 44.33%
- 5Y*
- 30.73%
- 10Y*
- 16.85%
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Return for Risk
UUGRY vs. HSBC — Risk / Return Rank
UUGRY
HSBC
UUGRY vs. HSBC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for United Utilities Group PLC ADR (UUGRY) and HSBC Holdings plc (HSBC). 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 | HSBC | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.83 | 1.84 | -0.01 |
Sortino ratioReturn per unit of downside risk | 2.39 | 2.31 | +0.08 |
Omega ratioGain probability vs. loss probability | 1.32 | 1.34 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 3.73 | 2.58 | +1.14 |
Martin ratioReturn relative to average drawdown | 11.04 | 9.47 | +1.56 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UUGRY | HSBC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.83 | 1.84 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 1.21 | -0.76 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.34 | 0.66 | -0.33 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.23 | +0.13 |
Correlation
The correlation between UUGRY and HSBC is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
UUGRY vs. HSBC - Dividend Comparison
UUGRY's dividend yield for the trailing twelve months is around 3.97%, less than HSBC's 4.55% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UUGRY United Utilities Group PLC ADR | 3.97% | 4.32% | 4.87% | 4.24% | 4.47% | 3.87% | 4.16% | 3.79% | 5.36% | 9.00% | 8.81% | 4.06% |
HSBC HSBC Holdings plc | 4.55% | 4.19% | 8.29% | 6.54% | 4.33% | 3.65% | 4.05% | 6.52% | 6.20% | 4.94% | 6.35% | 6.33% |
Drawdowns
UUGRY vs. HSBC - Drawdown Comparison
The maximum UUGRY drawdown since its inception was -43.11%, smaller than the maximum HSBC drawdown of -74.47%. Use the drawdown chart below to compare losses from any high point for UUGRY and HSBC.
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Drawdown Indicators
| UUGRY | HSBC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -43.11% | -74.47% | +31.36% |
Max Drawdown (1Y)Largest decline over 1 year | -10.98% | -19.48% | +8.50% |
Max Drawdown (5Y)Largest decline over 5 years | -38.73% | -31.80% | -6.93% |
Max Drawdown (10Y)Largest decline over 10 years | -38.73% | -62.26% | +23.53% |
Current DrawdownCurrent decline from peak | -6.69% | -10.25% | +3.56% |
Average DrawdownAverage peak-to-trough decline | -10.41% | -24.26% | +13.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 5.31% | -1.60% |
Volatility
UUGRY vs. HSBC - Volatility Comparison
The current volatility for United Utilities Group PLC ADR (UUGRY) is 8.09%, while HSBC Holdings plc (HSBC) has a volatility of 11.22%. This indicates that UUGRY experiences smaller price fluctuations and is considered to be less risky than HSBC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UUGRY | HSBC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.09% | 11.22% | -3.13% |
Volatility (6M)Calculated over the trailing 6-month period | 13.20% | 20.39% | -7.19% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.30% | 28.02% | -5.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.42% | 25.53% | -2.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.16% | 25.47% | -0.31% |
Financials
UUGRY vs. HSBC - Financials Comparison
This section allows you to compare key financial metrics between United Utilities Group PLC ADR and HSBC Holdings 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