UVV vs. PG
UVV (Universal Corporation) and PG (The Procter & Gamble Company) are both stocks. Both are in the Consumer Defensive sector — UVV in Tobacco, PG in Household & Personal Products. Over the past 10 years, UVV returned 5.09%/yr vs 8.64%/yr for PG. At a 0.23 correlation, their price movements are largely independent.
Performance
UVV vs. PG - Performance Comparison
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Returns By Period
In the year-to-date period, UVV achieves a 3.14% return, which is significantly higher than PG's 2.74% return. Over the past 10 years, UVV has underperformed PG with an annualized return of 5.09%, while PG has yielded a comparatively higher 8.64% annualized return.
UVV
- 1D
- -1.88%
- 1M
- -1.77%
- YTD
- 3.14%
- 6M
- 4.14%
- 1Y
- -7.53%
- 3Y*
- 7.54%
- 5Y*
- 4.61%
- 10Y*
- 5.09%
PG
- 1D
- -0.98%
- 1M
- -0.90%
- YTD
- 2.74%
- 6M
- 6.43%
- 1Y
- -8.99%
- 3Y*
- 2.29%
- 5Y*
- 4.10%
- 10Y*
- 8.64%
UVV vs. PG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UVV Universal Corporation | 3.14% | 2.27% | -13.39% | 35.79% | 1.82% | 19.59% | -8.96% | 11.08% | 7.79% | -14.79% |
PG The Procter & Gamble Company | 2.74% | -12.26% | 17.25% | -0.86% | -5.05% | 20.52% | 14.15% | 39.70% | 3.57% | 12.69% |
Correlation
The correlation between UVV and PG is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.35 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.26 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.31 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.27 |
Correlation (All Time) Calculated using the full available price history since Jan 6, 1988 | 0.23 |
The correlation between UVV and PG shifts across timeframes, from 0.23 (all time) to 0.35 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
UVV:
$1.73
PG:
$5.23
UVV:
30.51
PG:
27.76
UVV:
0.45
PG:
4.07
UVV:
$2.21B
PG:
$86.72B
UVV:
$412.39M
PG:
$43.64B
UVV:
$212.91M
PG:
$22.63B
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Return for Risk
UVV vs. PG — Risk / Return Rank
UVV
PG
UVV vs. PG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Corporation (UVV) and The Procter & Gamble Company (PG). 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.
| UVV | PG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.32 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 0.94 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | -0.58 | +0.09 |
| Martin ratioReturn relative to average drawdown | -0.83 | -1.04 | +0.20 |
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
| UVV | PG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.32 | -0.48 | +0.17 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.23 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.46 | -0.28 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.46 | -0.18 |
Drawdowns
UVV vs. PG - Drawdown Comparison
The maximum UVV drawdown since its inception was -69.75%, which is greater than PG's maximum drawdown of -54.25%. Use the drawdown chart below to compare losses from any high point for UVV and PG.
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Drawdown Indicators
| UVV | PG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.75% | -54.25% | -15.50% |
Max Drawdown (1Y)Largest decline over 1 year | -15.23% | -15.52% | +0.29% |
Max Drawdown (3Y)Largest decline over 3 years | -29.70% | -21.15% | -8.55% |
Max Drawdown (5Y)Largest decline over 5 years | -29.70% | -23.77% | -5.93% |
Max Drawdown (10Y)Largest decline over 10 years | -45.68% | -23.77% | -21.91% |
Current DrawdownCurrent decline from peak | -14.30% | -15.91% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -18.59% | -12.16% | -6.43% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.04% | 8.93% | +0.11% |
Volatility
UVV vs. PG - Volatility Comparison
Universal Corporation (UVV) has a higher volatility of 10.11% compared to The Procter & Gamble Company (PG) at 7.01%. This indicates that UVV's price experiences larger fluctuations and is considered to be riskier than PG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UVV | PG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.11% | 7.01% | +3.10% |
Volatility (6M)Calculated over the trailing 6-month period | 18.46% | 15.32% | +3.14% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.77% | 18.65% | +5.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.57% | 17.79% | +6.78% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.94% | 19.05% | +9.89% |
Dividends
UVV vs. PG - Dividend Comparison
UVV's dividend yield for the trailing twelve months is around 6.22%, more than PG's 2.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PG The Procter & Gamble Company | 2.94% | 2.91% | 2.36% | 2.55% | 2.38% | 2.08% | 2.24% | 2.37% | 3.09% | 2.98% | 3.18% | 3.31% |
UVV Universal Corporation | 6.22% | 6.18% | 5.87% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% |
Financials
UVV vs. PG - Financials Comparison
This section allows you to compare key financial metrics between Universal Corporation and The Procter & Gamble Company. 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
Frequently Asked Questions
UVV and PG have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UVV has higher volatility (10.11%) compared to PG (7.01%). In terms of maximum drawdown, UVV dropped -69.75% vs PG's -54.25%.
UVV currently has the higher Sharpe Ratio (-0.32 vs -0.48), 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.
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