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.
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.
Performance
UVV vs. SPY - Performance Comparison
Key characteristics
UVV:
-0.36
SPY:
2.21
UVV:
-0.31
SPY:
2.93
UVV:
0.96
SPY:
1.41
UVV:
-0.32
SPY:
3.26
UVV:
-0.47
SPY:
14.43
UVV:
20.09%
SPY:
1.90%
UVV:
26.53%
SPY:
12.41%
UVV:
-69.75%
SPY:
-55.19%
UVV:
-13.72%
SPY:
-2.74%
Returns By Period
In the year-to-date period, UVV achieves a -13.72% return, which is significantly lower than SPY's 25.54% return. Over the past 10 years, UVV has underperformed SPY with an annualized return of 8.22%, while SPY has yielded a comparatively higher 12.97% annualized return.
UVV
-13.72%
-1.89%
18.09%
-10.80%
5.98%
8.22%
SPY
25.54%
-0.42%
8.90%
25.98%
14.66%
12.97%
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Risk-Adjusted Performance
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.
Dividends
UVV vs. SPY - Dividend Comparison
UVV's dividend yield for the trailing twelve months is around 5.89%, more than SPY's 0.86% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UVV Universal Corporation | 5.89% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% | 4.64% | 3.66% |
SPY SPDR S&P 500 ETF | 0.86% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
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. For additional features, visit the drawdowns tool.
Volatility
UVV vs. SPY - Volatility Comparison
Universal Corporation (UVV) has a higher volatility of 6.23% compared to SPDR S&P 500 ETF (SPY) at 3.72%. 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.