UWMC vs. IOVA
UWMC (UWM Holdings Corporation) and IOVA (Iovance Biotherapeutics, Inc.) are both stocks. UWMC operates in Mortgage Finance (Financial Services), while IOVA operates in Biotechnology (Healthcare). Over the past 5 years, UWMC returned -18.49%/yr vs -28.82%/yr for IOVA. Their 0.28 correlation means their historical movements had little consistent relationship.
Performance
UWMC vs. IOVA - Performance Comparison
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Returns By Period
In the year-to-date period, UWMC achieves a -55.33% return, which is significantly lower than IOVA's 49.08% return.
UWMC
- 1D
- -2.15%
- 1M
- -16.13%
- 6M
- -60.15%
- YTD
- -55.33%
- 1Y
- -51.37%
- 3Y*
- -29.18%
- 5Y*
- -18.49%
- 10Y*
- —
- ALL TIME*
- -20.83%
IOVA
- 1D
- -13.22%
- 1M
- -5.57%
- 6M
- 59.61%
- YTD
- 49.08%
- 1Y
- 51.87%
- 3Y*
- -17.28%
- 5Y*
- -28.82%
- 10Y*
- -7.29%
- ALL TIME*
- -18.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $68.89M | $75.72M | $64.68M | |
| $29.45M | $31.93M | $54.19M |
UWMC vs. IOVA - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
UWMC UWM Holdings Corporation | -55.33% | -19.30% | -13.04% | 132.11% | -38.03% | -37.29% |
IOVA Iovance Biotherapeutics, Inc. | 49.08% | -63.11% | -8.98% | 27.23% | -66.53% | -44.16% |
Correlation
The correlation between UWMC and IOVA is 0.12, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.12 |
Correlation (3Y) Balances recent behavior with more history. | 0.25 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (All Time) Calculated using the full available price history since Mar 4, 2021 | 0.28 |
The correlation between UWMC and IOVA shifts across timeframes, from 0.12 (1 year) to 0.28 (all time), reflecting how their relationship changes across market environments.
Fundamentals
UWMC:
$2.76B
IOVA:
$1.82B
UWMC:
$0.31
IOVA:
-$0.89
UWMC:
0.41
IOVA:
5.65
UWMC:
1.82
IOVA:
2.36
UWMC:
$3.10B
IOVA:
$285.61M
UWMC:
$1.79B
IOVA:
$327.04M
UWMC:
$1.03B
IOVA:
-$325.45M
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Return for Risk
UWMC vs. IOVA — Risk / Return Rank
UWMC
IOVA
UWMC vs. IOVA - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for UWM Holdings Corporation (UWMC) and Iovance Biotherapeutics, Inc. (IOVA). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| UWMC | IOVA | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.51 | ||
| Sortino ratioReturn per unit of downside risk | -2.94 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.18 | -0.33 |
| Calmar ratioReturn relative to maximum drawdown | -0.69 | 1.50 | -2.19 |
| Martin ratioReturn relative to average drawdown | -1.29 | 2.64 | -3.94 |
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Drawdowns
UWMC vs. IOVA - Drawdown Comparison
The maximum UWMC drawdown since its inception was -78.13%, smaller than the maximum IOVA drawdown of -99.37%. Use the drawdown chart below to compare losses from any high point for UWMC and IOVA.
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Drawdown Indicators
| UWMC | IOVA | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.13% | -99.37% | +21.24% |
Max Drawdown (1Y)Largest decline over 1 year | -71.94% | -39.00% | -32.94% |
Max Drawdown (3Y)Largest decline over 3 years | -78.13% | -90.50% | +12.37% |
Max Drawdown (5Y)Largest decline over 5 years | -78.13% | -93.99% | +15.86% |
Max Drawdown (10Y)Largest decline over 10 years | — | -96.84% | — |
Current DrawdownCurrent decline from peak | -77.12% | -97.44% | +20.32% |
Average DrawdownAverage peak-to-trough decline | -38.58% | -84.27% | +45.69% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 38.31% | 22.14% | +16.17% |
Volatility
UWMC vs. IOVA - Volatility Comparison
The current volatility for UWM Holdings Corporation (UWMC) is 16.37%, while Iovance Biotherapeutics, Inc. (IOVA) has a volatility of 30.69%. This indicates that UWMC experiences smaller price fluctuations and is considered to be less risky than IOVA based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| UWMC | IOVA | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.37% | 30.69% | -14.32% |
Volatility (6M)Calculated over the trailing 6-month period | 40.61% | 66.41% | -25.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 56.47% | 93.87% | -37.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 51.23% | 90.78% | -39.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 51.23% | 81.92% | -30.69% |
Dividends
UWMC vs. IOVA - Dividend Comparison
UWMC's dividend yield for the trailing twelve months is around 21.98%, while IOVA has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|---|
IOVA Iovance Biotherapeutics, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
UWMC UWM Holdings Corporation | 21.98% | 9.13% | 6.81% | 5.59% | 12.08% | 6.76% |
Financials
UWMC vs. IOVA - Financials Comparison
This section allows you to compare key financial metrics between UWM Holdings Corporation and Iovance Biotherapeutics, Inc.. 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
UWMC and IOVA have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
IOVA has higher volatility (30.69%) compared to UWMC (16.37%). In terms of maximum drawdown, UWMC dropped -78.13% vs IOVA's -99.37%.
IOVA currently has the higher Sharpe Ratio (0.63 vs -0.88), 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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