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UCIB vs SPY

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

5-Year PerformanceSPY has outperformed UCIB, delivering a return of +13.4% compared to +11.5%

UCIB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
UCIB
$23M
Winner
SPY
$784B
Expense Ratio
UCIB
0.55%
Winner
SPY
0.09%
Max Drawdown
Winner
UCIB
36.94%
SPY
56.47%
Sharpe Ratio
UCIB
0.79
Winner
SPY
1.56
5Y Beta
Winner
UCIB
0.20
SPY
1.00
P/E Ratio
UCIB
N/A
SPY
28.29
Forward P/E
UCIB
N/A
SPY
21.75
5Y Dividends CAGR
UCIB
N/A
SPY
5.43%
5Y EPS CAGR
UCIB
N/A
SPY
25.98%
Debt to Equity
UCIB
N/A
SPY
30.79%
P/S Ratio
UCIB
N/A
SPY
3.79
P/B Ratio
UCIB
N/A
SPY
5.67

UCIB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UCIB
-16.01%
Winner
SPY
+0.48%
3M
UCIB
+1.91%
Winner
SPY
+11.67%
6M
Winner
UCIB
+21.90%
SPY
+9.42%
1Y
Winner
UCIB
+27.06%
SPY
+24.27%
5Y(CAGR)
UCIB
+11.53%
Winner
SPY
+13.36%
10Y(CAGR)
UCIB
+10.24%
Winner
SPY
+15.42%
Max(CAGR)
Winner
UCIB
+8.50%
SPY
+8.49%

UCIB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUCIBSPY
2026+20.71%+8.88%
2025+8.19%+18.00%
2024+7.41%+25.59%
2023-0.80%+26.72%
2022+17.79%-18.64%
2021+36.53%+30.52%
2020+1.47%+17.28%
2019+11.23%+31.09%
2018-9.48%-5.24%
2017+5.85%+20.78%
2016+17.06%+13.59%
2015-13.55%+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%

UCIB vs SPY Drawdown Comparison

The maximum drawdown for UCIB was -36.94%, occurring on Apr 21, 2020. Recovery took 681 trading sessions.

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

The current UCIB drawdown is -16.01%. The current SPY drawdown is -2.35%.

RankUCIBSPY
#1-36.94%
May 23, 2018 - Feb 5, 2021		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-29.15%
Jan 13, 2017 - May 8, 2018		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-21.49%
Oct 9, 2015 - Dec 7, 2016		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-20.95%
Mar 8, 2022 - Apr 18, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-19.77%
Jun 9, 2022 - Feb 12, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.46%
May 12, 2026 - Jun 8, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-14.57%
Feb 19, 2025 - Jan 12, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.25%
Apr 23, 2026 - May 1, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-11.17%
Jan 29, 2026 - Mar 12, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-7.76%
Apr 18, 2022 - Jun 8, 2022		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-7.67%
Oct 20, 2021 - Jan 5, 2022		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-5.71%
Feb 24, 2021 - Apr 21, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-5.57%
Jul 29, 2021 - Sep 15, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-5.27%
Jun 10, 2021 - Jul 26, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-4.94%
May 1, 2026 - May 11, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UCIB and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

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