ITUB vs SPY
Comparison between Itau Unibanco Holding S.A. (ITUB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceITUB has outperformed SPY, delivering a return of +29.6% compared to +13.3%
ITUB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
ITUB
$110B
Winner
SPY
$652B
Expense Ratio
ITUB
N/A
SPY
0.09%
Max Drawdown
ITUB
74.70%
Winner
SPY
56.47%
Sharpe Ratio
ITUB
1.46
Winner
SPY
2.07
5Y Beta
Winner
ITUB
0.68
SPY
1.00
Industry
ITUB
Banks - Regional
SPY
N/A
P/E Ratio
Winner
ITUB
11.48
SPY
28.24
Forward P/E
Winner
ITUB
9.30
SPY
21.85
PEG Ratio
ITUB
4.81
SPY
N/A
Dividend Yield
ITUB
41.10%
SPY
N/A
5Y Dividends CAGR
Winner
ITUB
50.88%
SPY
5.43%
5Y EPS CAGR
ITUB
15.16%
Winner
SPY
25.79%
Debt to Equity
Winner
ITUB
0.00%
SPY
22.35%
Free Cash Flow Yield
ITUB
23.04%
SPY
N/A
P/S Ratio
Winner
ITUB
0.67
SPY
3.55
P/B Ratio
Winner
ITUB
2.29
SPY
5.29
ITUB vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
ITUB
-5.01%
Winner
SPY
+9.11%
3M
ITUB
-9.25%
Winner
SPY
+6.59%
6M
Winner
ITUB
+21.87%
SPY
+10.56%
1Y
Winner
ITUB
+51.55%
SPY
+32.04%
5Y(CAGR)
Winner
ITUB
+29.56%
SPY
+13.35%
10Y(CAGR)
Winner
ITUB
+18.14%
SPY
+15.49%
Max(CAGR)
Winner
ITUB
+15.15%
SPY
+8.50%
ITUB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | ITUB | SPY |
|---|---|---|
| 2026 | +17.08% | +8.27% |
| 2025 | +86.05% | +18.00% |
| 2024 | -21.94% | +25.59% |
| 2023 | +67.63% | +26.72% |
| 2022 | +29.71% | -18.64% |
| 2021 | -2.56% | +30.52% |
| 2020 | -32.18% | +17.28% |
| 2019 | +1.95% | +31.09% |
| 2018 | +8.21% | -5.24% |
| 2017 | +25.69% | +20.78% |
| 2016 | +111.60% | +13.59% |
| 2015 | -41.39% | +1.31% |
| 2014 | +11.81% | +14.56% |
| 2013 | -0.15% | +29.00% |
| 2012 | -10.71% | +14.17% |
| 2011 | -22.22% | +0.85% |
| 2010 | +3.44% | +13.14% |
| 2009 | +84.25% | +22.67% |
| 2008 | -39.27% | -36.25% |
| 2007 | +44.83% | +5.32% |
| 2006 | +47.32% | +13.85% |
| 2005 | +62.42% | +5.32% |
| 2004 | +58.50% | +10.75% |
| 2003 | +107.90% | +24.18% |
| 2002 | -40.98% | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
ITUB vs SPY Drawdown Comparison
The maximum drawdown for ITUB was -69.35%, occurring on Oct 24, 2008. Recovery took 381 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current ITUB drawdown is -11.62%.
| Rank | ITUB | SPY |
|---|---|---|
| #1 | -69.35% May 30, 2008 - Dec 2, 2009 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -66.01% Sep 2, 2014 - Feb 8, 2017 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -65.93% Apr 10, 2002 - Oct 28, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -61.98% Feb 4, 2019 - Jun 15, 2023 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -47.93% Nov 4, 2010 - Aug 27, 2014 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -39.32% Feb 26, 2018 - Feb 4, 2019 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -37.02% May 9, 2006 - Dec 27, 2006 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -34.31% Jan 13, 2004 - Sep 16, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -28.93% Jul 23, 2007 - Oct 1, 2007 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -28.22% Dec 7, 2007 - Apr 30, 2008 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -28.20% Feb 27, 2024 - Apr 23, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -27.12% Jan 5, 2010 - Sep 29, 2010 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -23.21% Feb 15, 2017 - Sep 6, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -21.00% Oct 31, 2007 - Dec 7, 2007 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -18.02% Feb 11, 2026 - Mar 20, 2026 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between ITUB and SPY is 0.87 which considered as a strong positive correlation - the stocks tend to move together.
0.87
-101
Dividend Comparison (1999 - 2026)
ITUB vs SPY dividend yield comparison.
| Year | ITUB | SPY |
|---|---|---|
| 2026 | 1.05% | 0.24% |
| 2025 | 11.26% | 1.07% |
| 2024 | 9.19% | 1.21% |
| 2023 | 3.62% | 1.40% |
| 2022 | 4.20% | 1.65% |
| 2021 | 29.80% | 1.20% |
| 2020 | 4.80% | 1.52% |
| 2019 | 8.21% | 1.75% |
| 2018 | 6.93% | 2.04% |
| 2017 | 3.35% | 1.80% |
| 2016 | 15.62% | 2.03% |
| 2015 | 3.89% | 2.06% |
| 2014 | 13.85% | 1.87% |
| 2013 | 14.60% | 1.81% |
| 2012 | 3.08% | 2.18% |
| 2011 | 3.50% | 2.05% |
| 2010 | 1.86% | 1.80% |
| 2009 | 1.21% | 1.95% |
| 2008 | 6.06% | 3.02% |
| 2007 | 1.99% | 1.85% |
| 2006 | 1.80% | 1.73% |
| 2005 | 2.05% | 1.73% |
| 2004 | 2.17% | 1.82% |
| 2003 | 1.74% | 1.47% |
| 2002 | 5.27% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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