Correlation
The correlation between UVV and VXF is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
UVV vs. VXF
Compare and contrast key facts about Universal Corporation (UVV) and Vanguard Extended Market ETF (VXF).
VXF is a passively managed fund by Vanguard that tracks the performance of the S&P Completion Index. It was launched on Dec 27, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UVV or VXF.
Performance
UVV vs. VXF - Performance Comparison
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Key characteristics
UVV:
1.56
VXF:
0.42
UVV:
2.53
VXF:
0.66
UVV:
1.31
VXF:
1.09
UVV:
1.30
VXF:
0.32
UVV:
7.52
VXF:
0.98
UVV:
5.01%
VXF:
8.70%
UVV:
22.78%
VXF:
24.65%
UVV:
-69.75%
VXF:
-58.04%
UVV:
-3.20%
VXF:
-10.81%
Returns By Period
In the year-to-date period, UVV achieves a 11.77% return, which is significantly higher than VXF's -3.04% return. Over the past 10 years, UVV has underperformed VXF with an annualized return of 6.82%, while VXF has yielded a comparatively higher 8.50% annualized return.
UVV
11.77%
1.99%
8.22%
35.23%
4.08%
12.86%
6.82%
VXF
-3.04%
6.91%
-9.67%
10.25%
9.16%
11.37%
8.50%
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Risk-Adjusted Performance
UVV vs. VXF — Risk-Adjusted Performance Rank
UVV
VXF
UVV vs. VXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Corporation (UVV) and Vanguard Extended Market ETF (VXF). 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. VXF - Dividend Comparison
UVV's dividend yield for the trailing twelve months is around 5.46%, more than VXF's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UVV Universal Corporation | 5.46% | 5.87% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% | 4.64% |
VXF Vanguard Extended Market ETF | 1.21% | 1.09% | 1.27% | 1.15% | 1.13% | 1.07% | 1.30% | 1.66% | 1.25% | 1.43% | 1.35% | 1.32% |
Drawdowns
UVV vs. VXF - Drawdown Comparison
The maximum UVV drawdown since its inception was -69.75%, which is greater than VXF's maximum drawdown of -58.04%. Use the drawdown chart below to compare losses from any high point for UVV and VXF.
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Volatility
UVV vs. VXF - Volatility Comparison
The current volatility for Universal Corporation (UVV) is 4.96%, while Vanguard Extended Market ETF (VXF) has a volatility of 6.27%. This indicates that UVV experiences smaller price fluctuations and is considered to be less risky than VXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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