UGI vs SPY
Comparison between UGI Corp (UGI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed UGI, delivering a return of +13.7% compared to -1.4%
UGI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UGI vs SPY - Historical Returns
Returns include dividend reinvestment.
UGI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UGI | SPY |
|---|---|---|
| 2026 | -8.74% | +8.50% |
| 2025 | +38.09% | +18.00% |
| 2024 | +20.40% | +25.59% |
| 2023 | -31.69% | +26.72% |
| 2022 | -15.71% | -18.64% |
| 2021 | +36.10% | +30.52% |
| 2020 | -18.70% | +17.28% |
| 2019 | -11.45% | +31.09% |
| 2018 | +14.64% | -5.24% |
| 2017 | +4.48% | +20.78% |
| 2016 | +39.13% | +13.59% |
| 2015 | -8.78% | +1.31% |
| 2014 | -4.10% | +14.56% |
| 2013 | +28.17% | +29.00% |
| 2012 | +15.86% | +14.17% |
| 2011 | -4.25% | +0.85% |
| 2010 | +32.80% | +13.14% |
| 2009 | +1.13% | +22.67% |
| 2008 | -7.63% | -36.25% |
| 2007 | +2.56% | +5.32% |
| 2006 | +33.21% | +13.85% |
| 2005 | +5.92% | +5.32% |
| 2004 | +24.73% | +10.75% |
| 2003 | +38.14% | +24.18% |
| 2002 | +26.73% | -22.42% |
| 2001 | +30.01% | -10.13% |
| 2000 | +30.53% | -8.84% |
| 1999 | -12.77% | +8.61% |
UGI vs SPY Drawdown Comparison
The maximum drawdown for UGI was -59.58%, occurring on Mar 23, 2020. 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 UGI drawdown is -21.76%. The current SPY drawdown is -1.20%.
| Rank | UGI | SPY |
|---|---|---|
| #1 | -59.58% Dec 7, 2018 - Mar 23, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -40.14% Sep 5, 2014 - May 25, 2017 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.25% Aug 3, 2005 - Apr 27, 2007 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -30.08% Jun 30, 2008 - Apr 22, 2010 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.93% Apr 4, 2011 - Sep 26, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -20.60% Nov 1, 1999 - Aug 14, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -19.10% Jul 1, 2002 - Aug 8, 2002 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.28% Jun 4, 2007 - Jun 23, 2008 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.68% Jun 16, 2017 - May 30, 2018 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -16.48% Jun 4, 2003 - Jan 12, 2004 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.23% Dec 19, 2001 - Mar 21, 2002 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.22% Jan 14, 2004 - Aug 20, 2004 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -11.74% Dec 28, 2000 - Apr 17, 2001 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.11% May 21, 2013 - Jul 18, 2013 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.02% Aug 1, 2013 - Jan 31, 2014 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UGI and SPY is 0.66 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
UGI vs SPY dividend yield comparison.
| Year | UGI | SPY |
|---|---|---|
| 2026 | 1.10% | 0.24% |
| 2025 | 4.01% | 1.07% |
| 2024 | 5.31% | 1.21% |
| 2023 | 6.04% | 1.40% |
| 2022 | 3.84% | 1.65% |
| 2021 | 2.97% | 1.20% |
| 2020 | 3.76% | 1.52% |
| 2019 | 2.68% | 1.75% |
| 2018 | 1.93% | 2.04% |
| 2017 | 2.10% | 1.80% |
| 2016 | 2.04% | 2.03% |
| 2015 | 2.67% | 2.06% |
| 2014 | 2.67% | 1.87% |
| 2013 | 2.70% | 1.81% |
| 2012 | 3.27% | 2.18% |
| 2011 | 3.50% | 2.05% |
| 2010 | 3.01% | 1.80% |
| 2009 | 3.28% | 1.95% |
| 2008 | 3.12% | 3.02% |
| 2007 | 2.68% | 1.85% |
| 2006 | 2.56% | 1.73% |
| 2005 | 3.22% | 1.73% |
| 2004 | 2.99% | 1.82% |
| 2003 | 3.37% | 1.47% |
| 2002 | 4.38% | 1.70% |
| 2001 | 5.26% | 1.25% |
| 2000 | 6.08% | 1.15% |
| 1999 | 1.81% | 0.24% |
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