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AMUB vs SPY

Comparison between UBS AG London Branch (AMUB, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceAMUB has outperformed SPY, delivering a return of +15.0% compared to +12.4%

AMUB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AMUB
$37M
Winner
SPY
$781B
Expense Ratio
AMUB
0.80%
Winner
SPY
0.09%
Max Drawdown
AMUB
79.46%
Winner
SPY
56.47%
Sharpe Ratio
Winner
AMUB
1.20
SPY
1.12
5Y Beta
Winner
AMUB
0.46
SPY
1.00
P/E Ratio
AMUB
N/A
SPY
28.53
Forward P/E
AMUB
N/A
SPY
21.47
5Y Dividends CAGR
AMUB
N/A
SPY
6.00%
5Y EPS CAGR
AMUB
N/A
SPY
25.58%
Debt to Equity
AMUB
N/A
SPY
32.09%
P/S Ratio
AMUB
N/A
SPY
3.75
P/B Ratio
AMUB
N/A
SPY
5.64

AMUB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
AMUB
+7.07%
SPY
+0.63%
3M
Winner
AMUB
+6.53%
SPY
+4.46%
6M
Winner
AMUB
+15.66%
SPY
+7.67%
1Y
Winner
AMUB
+20.97%
SPY
+17.68%
5Y(CAGR)
Winner
AMUB
+15.01%
SPY
+12.42%
10Y(CAGR)
AMUB
+3.49%
Winner
SPY
+14.84%
Max(CAGR)
AMUB
+0.43%
Winner
SPY
+8.44%

AMUB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAMUBSPY
2026+21.12%+8.63%
2025+0.55%+18.00%
2024+15.68%+25.59%
2023+18.77%+26.72%
2022+18.38%-18.64%
2021+29.70%+30.52%
2020-37.22%+17.28%
2019-3.23%+31.09%
2018-19.25%-5.24%
2017-13.07%+20.78%
2016+22.92%+13.59%
2015-26.44%+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AMUB vs SPY Drawdown Comparison

The maximum drawdown for AMUB was -79.46%, occurring on Mar 18, 2020. Recovery took 2626 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AMUB drawdown is -2.06%. The current SPY drawdown is -2.57%.

RankAMUBSPY
#1-79.46%
Oct 9, 2015 - Mar 23, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-11.02%
May 19, 2026 - Jun 24, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-5.70%
Mar 26, 2026 - Apr 30, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.43%
Apr 30, 2026 - May 12, 2026		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-0.63%
Mar 24, 2026 - Mar 26, 2026		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6N/A-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AMUB and SPY is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31
-101

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