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MLPB vs SPY

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

5-Year PerformanceMLPB has outperformed SPY, delivering a return of +19.5% compared to +13.3%

MLPB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
MLPB
$225M
Winner
SPY
$735B
Expense Ratio
MLPB
0.85%
Winner
SPY
0.09%
Max Drawdown
MLPB
77.56%
Winner
SPY
56.47%
Sharpe Ratio
MLPB
1.36
Winner
SPY
1.62
5Y Beta
Winner
MLPB
0.50
SPY
1.00
P/E Ratio
MLPB
N/A
SPY
28.99
Forward P/E
MLPB
N/A
SPY
22.37
5Y Dividends CAGR
Winner
MLPB
8.09%
SPY
5.43%
5Y EPS CAGR
MLPB
N/A
SPY
26.05%
Debt to Equity
MLPB
N/A
SPY
32.40%
P/S Ratio
MLPB
N/A
SPY
3.74
P/B Ratio
MLPB
N/A
SPY
5.61

MLPB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
MLPB
-0.23%
Winner
SPY
+1.90%
3M
MLPB
+2.67%
Winner
SPY
+8.55%
6M
Winner
MLPB
+17.63%
SPY
+8.18%
1Y
MLPB
+22.48%
Winner
SPY
+25.79%
5Y(CAGR)
Winner
MLPB
+19.48%
SPY
+13.32%
10Y(CAGR)
MLPB
+10.19%
Winner
SPY
+15.19%
Max(CAGR)
MLPB
+7.05%
Winner
SPY
+8.47%

MLPB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMLPBSPY
2026+19.27%+8.26%
2025+5.86%+18.00%
2024+25.03%+25.59%
2023+23.50%+26.72%
2022+26.61%-18.64%
2021+39.56%+30.52%
2020-31.72%+17.28%
2019+4.14%+31.09%
2018-8.88%-5.24%
2017-9.78%+20.78%
2016+30.94%+13.59%
2015-26.61%+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%

MLPB vs SPY Drawdown Comparison

The maximum drawdown for MLPB was -71.98%, occurring on Mar 18, 2020. Recovery took 1433 trading sessions.

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

The current MLPB drawdown is -4.28%. The current SPY drawdown is -2.90%.

RankMLPBSPY
#1-71.98%
Feb 9, 2017 - Oct 31, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-41.60%
Oct 9, 2015 - Feb 9, 2017		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-16.49%
Apr 2, 2025 - Jan 16, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-10.16%
Feb 14, 2023 - Jun 7, 2023		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-9.62%
Nov 29, 2024 - Jan 16, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-8.16%
Jul 22, 2024 - Nov 6, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-7.34%
Nov 30, 2022 - Jan 12, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-6.69%
May 19, 2026 - May 29, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-6.61%
Dec 1, 2023 - Jan 26, 2024		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-6.39%
Apr 3, 2024 - Jun 24, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-5.64%
Mar 26, 2026 - Apr 30, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.48%
Feb 18, 2025 - Mar 19, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-4.58%
Sep 20, 2023 - Oct 16, 2023		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.39%
Nov 3, 2023 - Nov 21, 2023		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.29%
Feb 5, 2025 - Feb 18, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between MLPB and SPY is 0.83 which considered as a strong positive correlation - the stocks tend to move together.

0.83
-101

Dividend Comparison (1999 - 2026)

MLPB vs SPY dividend yield comparison.

YearMLPBSPY
20262.96%0.24%
20256.51%1.07%
20245.95%1.21%
20236.37%1.40%
20226.00%1.65%
20216.98%1.20%
202011.93%1.52%
20197.98%1.75%
20188.11%2.04%
20177.23%1.80%
20166.85%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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