UDR vs SPY
Comparison between UDR Inc (UDR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed UDR, delivering a return of +13.3% compared to -0.6%
UDR vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
UDR
$12B
Winner
SPY
$652B
Expense Ratio
UDR
N/A
SPY
0.09%
Max Drawdown
UDR
79.09%
Winner
SPY
56.47%
Sharpe Ratio
UDR
-0.58
Winner
SPY
2.07
5Y Beta
Winner
UDR
0.55
SPY
1.00
Industry
UDR
Reit - Residential
SPY
N/A
P/E Ratio
Winner
UDR
24.74
SPY
28.24
Forward P/E
UDR
54.95
Winner
SPY
21.85
PEG Ratio
UDR
0.08
SPY
N/A
Dividend Yield
UDR
4.67%
SPY
N/A
5Y Dividends CAGR
UDR
3.64%
Winner
SPY
5.43%
5Y EPS CAGR
Winner
UDR
48.13%
SPY
25.79%
Debt to Equity
UDR
172.36%
Winner
SPY
22.35%
Free Cash Flow Yield
UDR
7.25%
SPY
N/A
P/S Ratio
UDR
7.77
Winner
SPY
3.55
P/B Ratio
Winner
UDR
3.64
SPY
5.29
UDR vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
UDR
+6.71%
Winner
SPY
+9.11%
3M
UDR
-1.01%
Winner
SPY
+6.59%
6M
UDR
+9.70%
Winner
SPY
+10.56%
1Y
UDR
-7.98%
Winner
SPY
+32.04%
5Y(CAGR)
UDR
-0.59%
Winner
SPY
+13.35%
10Y(CAGR)
UDR
+3.63%
Winner
SPY
+15.49%
Max(CAGR)
Winner
UDR
+10.08%
SPY
+8.50%
UDR vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UDR | SPY |
|---|---|---|
| 2026 | +3.06% | +8.27% |
| 2025 | -9.88% | +18.00% |
| 2024 | +17.19% | +25.59% |
| 2023 | +3.43% | +26.72% |
| 2022 | -33.30% | -18.64% |
| 2021 | +68.00% | +30.52% |
| 2020 | -13.56% | +17.28% |
| 2019 | +25.37% | +31.09% |
| 2018 | +7.69% | -5.24% |
| 2017 | +10.72% | +20.78% |
| 2016 | +1.89% | +13.59% |
| 2015 | +23.76% | +1.31% |
| 2014 | +37.65% | +14.56% |
| 2013 | +1.38% | +29.00% |
| 2012 | -2.32% | +14.17% |
| 2011 | +8.62% | +0.85% |
| 2010 | +50.81% | +13.14% |
| 2009 | +32.03% | +22.67% |
| 2008 | -19.88% | -36.25% |
| 2007 | -34.66% | +5.32% |
| 2006 | +38.89% | +13.85% |
| 2005 | +0.76% | +5.32% |
| 2004 | +37.01% | +10.75% |
| 2003 | +27.20% | +24.18% |
| 2002 | +21.38% | -22.42% |
| 2001 | +44.92% | -10.13% |
| 2000 | +20.43% | -8.84% |
| 1999 | -10.67% | +8.61% |
UDR vs SPY Drawdown Comparison
The maximum drawdown for UDR was -74.83%, occurring on Mar 20, 2009. Recovery took 1054 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UDR drawdown is -27.10%.
| Rank | UDR | SPY |
|---|---|---|
| #1 | -74.83% Feb 20, 2007 - Apr 26, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -44.44% Jan 4, 2022 - Nov 1, 2023 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.02% Feb 21, 2020 - Jun 1, 2021 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -23.47% Jul 22, 2011 - Mar 30, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -17.21% Aug 2, 2005 - Jan 27, 2006 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -17.11% Nov 8, 2017 - Aug 3, 2018 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.31% May 21, 2013 - Feb 11, 2014 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -16.21% Jul 21, 2000 - Jan 4, 2001 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.06% Jul 17, 2012 - May 15, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.65% Nov 5, 1999 - May 3, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.56% Dec 31, 2004 - Jul 1, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -14.61% Apr 12, 2002 - Aug 28, 2002 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.34% Aug 30, 2002 - Dec 31, 2002 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -12.70% Aug 18, 2015 - Oct 9, 2015 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -12.65% Apr 4, 2016 - Apr 25, 2017 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UDR 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)
UDR vs SPY dividend yield comparison.
| Year | UDR | SPY |
|---|---|---|
| 2026 | 2.34% | 0.24% |
| 2025 | 4.68% | 1.07% |
| 2024 | 3.90% | 1.21% |
| 2023 | 4.28% | 1.40% |
| 2022 | 3.88% | 1.65% |
| 2021 | 2.41% | 1.20% |
| 2020 | 3.70% | 1.52% |
| 2019 | 2.89% | 1.75% |
| 2018 | 3.22% | 2.04% |
| 2017 | 3.18% | 1.80% |
| 2016 | 3.19% | 2.03% |
| 2015 | 2.91% | 2.06% |
| 2014 | 3.29% | 1.87% |
| 2013 | 3.96% | 1.81% |
| 2012 | 3.68% | 2.18% |
| 2011 | 3.07% | 2.05% |
| 2010 | 3.08% | 1.80% |
| 2009 | 4.05% | 1.95% |
| 2008 | 18.93% | 3.02% |
| 2007 | 6.56% | 1.85% |
| 2006 | 3.89% | 1.73% |
| 2005 | 5.09% | 1.73% |
| 2004 | 4.69% | 1.82% |
| 2003 | 5.90% | 1.47% |
| 2002 | 6.74% | 1.70% |
| 2001 | 7.48% | 1.25% |
| 2000 | 9.99% | 1.15% |
| 1999 | 0.00% | 0.24% |
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