Correlation
The correlation between UVV and SPY is 0.38, 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.
UVV vs. SPY
Compare and contrast key facts about Universal Corporation (UVV) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UVV or SPY.
Performance
UVV vs. SPY - Performance Comparison
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Key characteristics
UVV:
1.92
SPY:
0.70
UVV:
3.12
SPY:
1.02
UVV:
1.38
SPY:
1.15
UVV:
1.67
SPY:
0.68
UVV:
9.68
SPY:
2.57
UVV:
5.01%
SPY:
4.93%
UVV:
24.88%
SPY:
20.42%
UVV:
-69.75%
SPY:
-55.19%
UVV:
0.00%
SPY:
-3.55%
Returns By Period
In the year-to-date period, UVV achieves a 23.08% return, which is significantly higher than SPY's 0.87% return. Over the past 10 years, UVV has underperformed SPY with an annualized return of 7.83%, while SPY has yielded a comparatively higher 12.73% annualized return.
UVV
23.08%
12.22%
18.17%
47.47%
7.36%
15.06%
7.83%
SPY
0.87%
6.28%
-1.56%
14.21%
14.25%
15.81%
12.73%
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Risk-Adjusted Performance
UVV vs. SPY — Risk-Adjusted Performance Rank
UVV
SPY
UVV vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Corporation (UVV) and SPDR S&P 500 ETF (SPY). 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.
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Dividends
UVV vs. SPY - Dividend Comparison
UVV's dividend yield for the trailing twelve months is around 4.95%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UVV Universal Corporation | 4.95% | 5.87% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% | 4.64% |
SPY SPDR S&P 500 ETF | 1.22% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
UVV vs. SPY - Drawdown Comparison
The maximum UVV drawdown since its inception was -69.75%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for UVV and SPY.
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Volatility
UVV vs. SPY - Volatility Comparison
Universal Corporation (UVV) has a higher volatility of 10.76% compared to SPDR S&P 500 ETF (SPY) at 4.86%. This indicates that UVV's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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