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:
0.59
SPY:
1.75
UVV:
0.93
SPY:
2.36
UVV:
1.14
SPY:
1.32
UVV:
0.51
SPY:
2.66
UVV:
2.32
SPY:
11.01
UVV:
6.55%
SPY:
2.03%
UVV:
25.83%
SPY:
12.77%
UVV:
-69.75%
SPY:
-55.19%
UVV:
-14.51%
SPY:
-2.12%
Returns By Period
In the year-to-date period, UVV achieves a -1.29% return, which is significantly lower than SPY's 2.36% return. Over the past 10 years, UVV has underperformed SPY with an annualized return of 6.51%, while SPY has yielded a comparatively higher 12.96% annualized return.
UVV
-1.29%
5.91%
2.00%
15.40%
7.37%
6.51%
SPY
2.36%
-1.07%
7.41%
19.73%
14.21%
12.96%
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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.
Dividends
UVV vs. SPY - Dividend Comparison
UVV's dividend yield for the trailing twelve months is around 6.06%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UVV Universal Corporation | 6.06% | 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 | 1.18% | 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. For additional features, visit the drawdowns tool.
Volatility
UVV vs. SPY - Volatility Comparison
Universal Corporation (UVV) has a higher volatility of 7.03% compared to SPDR S&P 500 ETF (SPY) at 3.38%. 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.