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UBS vs SPY

Comparison between UBS Group AG (UBS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceUBS has outperformed SPY, delivering a return of +29.8% compared to +13.2%

UBS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
UBS
$205B
Winner
SPY
$784B
Expense Ratio
UBS
N/A
SPY
0.09%
Max Drawdown
UBS
67.03%
Winner
SPY
56.47%
Sharpe Ratio
Winner
UBS
1.98
SPY
1.54
5Y Beta
UBS
1.03
Winner
SPY
1.00
Industry
UBS
Banks - Diversified
SPY
N/A
P/E Ratio
Winner
UBS
22.97
SPY
27.62
Forward P/E
Winner
UBS
15.50
SPY
21.11
PEG Ratio
UBS
0.33
SPY
N/A
Dividend Yield
UBS
2.17%
SPY
N/A
5Y Dividends CAGR
UBS
-5.57%
Winner
SPY
6.00%
5Y EPS CAGR
UBS
5.55%
Winner
SPY
25.30%
Debt to Equity
UBS
422.67%
Winner
SPY
31.11%
Free Cash Flow Yield
UBS
1.85%
SPY
N/A
P/S Ratio
Winner
UBS
3.27
SPY
3.49
P/B Ratio
Winner
UBS
1.80
SPY
5.30

UBS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UBS
+7.09%
SPY
-1.37%
3M
Winner
UBS
+35.70%
SPY
+12.22%
6M
Winner
UBS
+8.69%
SPY
+7.20%
1Y
Winner
UBS
+64.01%
SPY
+23.58%
5Y(CAGR)
Winner
UBS
+29.78%
SPY
+13.19%
10Y(CAGR)
Winner
UBS
+15.19%
SPY
+15.12%
Max(CAGR)
Winner
UBS
+13.12%
SPY
+8.44%

UBS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUBSSPY
2026+8.16%+7.95%
2025+60.28%+18.00%
2024+3.70%+25.59%
2023+65.08%+26.72%
2022+4.48%-18.64%
2021+26.53%+30.52%
2020+14.90%+17.28%
2019+5.74%+31.09%
2018-33.08%-5.24%
2017+16.55%+20.78%
2016-13.45%+13.59%
2015+17.52%+1.31%
2014-1.96%+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%

UBS vs SPY Drawdown Comparison

The maximum drawdown for UBS was -61.37%, occurring on Mar 16, 2020. Recovery took 994 trading sessions.

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

The current UBS drawdown is -1.66%. The current SPY drawdown is -3.18%.

RankUBSSPY
#1-61.37%
Jan 26, 2018 - Jan 6, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-43.38%
Aug 3, 2015 - Jan 26, 2018		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.40%
Feb 9, 2022 - Jan 17, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-30.04%
Nov 26, 2014 - Jul 29, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-27.00%
Jan 27, 2025 - Jul 2, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-26.07%
Jan 27, 2026 - Jun 12, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.87%
Mar 6, 2023 - Apr 14, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.71%
Mar 15, 2024 - May 24, 2024		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-13.69%
Apr 14, 2023 - Jul 28, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.27%
Dec 27, 2023 - Mar 12, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.19%
Sep 22, 2025 - Dec 11, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.54%
Aug 31, 2023 - Nov 29, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.26%
May 31, 2024 - Oct 11, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.98%
Nov 7, 2024 - Jan 16, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-6.55%
Oct 18, 2024 - Nov 6, 2024		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UBS and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.

0.90
-101

Dividend Comparison (1999 - 2026)

UBS vs SPY dividend yield comparison.

YearUBSSPY
20261.09%0.50%
20252.92%1.07%
20243.46%1.21%
20230.89%1.40%
20221.34%1.65%
20211.04%1.20%
20203.87%1.52%
20195.48%1.75%
20180.00%2.04%
20173.30%1.80%
20165.42%2.03%
20153.87%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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