UG vs SPY
Comparison between United-Guardian Inc (UG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed UG, delivering a return of +13.3% compared to -11.0%
UG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
UG
$32M
Winner
SPY
$735B
Expense Ratio
UG
N/A
SPY
0.09%
Max Drawdown
UG
83.68%
Winner
SPY
56.47%
Sharpe Ratio
UG
-0.18
Winner
SPY
1.62
5Y Beta
Winner
UG
0.32
SPY
1.00
Industry
UG
Household & Personal Products
SPY
N/A
P/E Ratio
Winner
UG
13.64
SPY
28.99
Forward P/E
UG
26.53
Winner
SPY
22.37
PEG Ratio
UG
1.13
SPY
N/A
Dividend Yield
UG
7.14%
SPY
N/A
5Y Dividends CAGR
UG
1.73%
Winner
SPY
5.43%
5Y EPS CAGR
UG
-8.55%
Winner
SPY
26.05%
Debt to Equity
Winner
UG
0.00%
SPY
32.40%
Free Cash Flow Yield
UG
6.77%
SPY
N/A
P/S Ratio
Winner
UG
2.91
SPY
3.74
P/B Ratio
Winner
UG
2.96
SPY
5.61
UG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
UG
-0.57%
Winner
SPY
+1.90%
3M
UG
+7.84%
Winner
SPY
+8.55%
6M
Winner
UG
+20.60%
SPY
+8.18%
1Y
UG
-8.82%
Winner
SPY
+25.79%
5Y(CAGR)
UG
-11.03%
Winner
SPY
+13.32%
10Y(CAGR)
UG
-3.44%
Winner
SPY
+15.19%
Max(CAGR)
UG
+7.23%
Winner
SPY
+8.47%
UG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UG | SPY |
|---|---|---|
| 2026 | +18.43% | +8.26% |
| 2025 | -32.90% | +18.00% |
| 2024 | +32.04% | +25.59% |
| 2023 | -31.43% | +26.72% |
| 2022 | -33.60% | -18.64% |
| 2021 | +21.02% | +30.52% |
| 2020 | -25.69% | +17.28% |
| 2019 | +10.18% | +31.09% |
| 2018 | +6.94% | -5.24% |
| 2017 | +25.84% | +20.78% |
| 2016 | -20.11% | +13.59% |
| 2015 | +3.31% | +1.31% |
| 2014 | -26.94% | +14.56% |
| 2013 | +45.97% | +29.00% |
| 2012 | +40.21% | +14.17% |
| 2011 | +12.41% | +0.85% |
| 2010 | +27.74% | +13.14% |
| 2009 | +34.58% | +22.67% |
| 2008 | -7.39% | -36.25% |
| 2007 | +27.41% | +5.32% |
| 2006 | +5.83% | +13.85% |
| 2005 | +11.82% | +5.32% |
| 2004 | +12.78% | +10.75% |
| 2003 | +93.08% | +24.18% |
| 2002 | -17.16% | -22.42% |
| 2001 | +17.78% | -10.13% |
| 2000 | +12.67% | -8.84% |
| 1999 | -6.11% | +8.61% |
UG vs SPY Drawdown Comparison
The maximum drawdown for UG was -76.03%, occurring on Nov 3, 2023. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UG drawdown is -66.19%. The current SPY drawdown is -2.90%.
| Rank | UG | SPY |
|---|---|---|
| #1 | -76.03% Apr 11, 2022 - Nov 3, 2023 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -56.48% Jul 16, 2007 - Mar 26, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -56.20% May 8, 2014 - Apr 6, 2022 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -55.78% Apr 12, 2002 - Jun 17, 2003 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -36.24% Apr 25, 2001 - Apr 10, 2002 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -34.23% Nov 20, 2003 - Dec 6, 2004 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -33.20% Mar 9, 2000 - Mar 16, 2001 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -29.99% Dec 5, 2005 - May 8, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -28.99% Jun 4, 2012 - Feb 5, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -23.29% Nov 12, 1999 - Feb 17, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -16.97% Feb 5, 2013 - May 8, 2013 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.55% Jan 3, 2005 - Jun 21, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -16.10% May 30, 2007 - Jul 12, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -16.06% Jun 17, 2003 - Aug 21, 2003 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.07% May 24, 2011 - Dec 14, 2011 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UG and SPY is 0.45 which considered as a weak positive correlation - the stocks show a slight tendency to move together.
0.45
-101
Dividend Comparison (1999 - 2026)
UG vs SPY dividend yield comparison.
| Year | UG | SPY |
|---|---|---|
| 2026 | 3.57% | 0.24% |
| 2025 | 9.74% | 1.07% |
| 2024 | 6.28% | 1.21% |
| 2023 | 1.39% | 1.40% |
| 2022 | 6.51% | 1.65% |
| 2021 | 6.87% | 1.20% |
| 2020 | 5.42% | 1.52% |
| 2019 | 5.60% | 1.75% |
| 2018 | 5.73% | 2.04% |
| 2017 | 4.97% | 1.80% |
| 2016 | 4.84% | 2.03% |
| 2015 | 5.22% | 2.06% |
| 2014 | 4.03% | 1.87% |
| 2013 | 3.44% | 1.81% |
| 2012 | 6.91% | 2.18% |
| 2011 | 5.25% | 2.05% |
| 2010 | 4.50% | 1.80% |
| 2009 | 5.23% | 1.95% |
| 2008 | 5.98% | 3.02% |
| 2007 | 5.28% | 1.85% |
| 2006 | 5.22% | 1.73% |
| 2005 | 5.29% | 1.73% |
| 2004 | 5.15% | 1.82% |
| 2003 | 1.92% | 1.47% |
| 2002 | 2.38% | 1.70% |
| 2001 | 1.92% | 1.25% |
| 2000 | 2.42% | 1.15% |
| 1999 | 2.29% | 0.24% |
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