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UHAL-B vs SPY

Comparison between U-Haul Holding Company - Series N (UHAL-B, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

UHAL-B vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
UHAL-B
$9.01B
Winner
SPY
$735B
Expense Ratio
UHAL-B
N/A
SPY
0.09%
Max Drawdown
Winner
UHAL-B
45.49%
SPY
56.47%
Sharpe Ratio
UHAL-B
-0.78
Winner
SPY
1.88
5Y Beta
Winner
UHAL-B
0.95
SPY
1.00
Industry
UHAL-B
Rental & Leasing Services
SPY
N/A
P/E Ratio
UHAL-B
96.56
Winner
SPY
28.46
Forward P/E
UHAL-B
62.89
Winner
SPY
21.99
5Y Dividends CAGR
UHAL-B
N/A
SPY
5.43%
5Y EPS CAGR
UHAL-B
-32.37%
Winner
SPY
25.20%
Debt to Equity
UHAL-B
104.07%
Winner
SPY
33.33%
Free Cash Flow Yield
UHAL-B
-31.39%
SPY
N/A
P/S Ratio
Winner
UHAL-B
1.47
SPY
3.65
P/B Ratio
Winner
UHAL-B
1.19
SPY
5.50

UHAL-B vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UHAL-B
-4.15%
Winner
SPY
+7.73%
3M
UHAL-B
-0.66%
Winner
SPY
+10.05%
6M
UHAL-B
-2.98%
Winner
SPY
+11.98%
1Y
UHAL-B
-21.28%
Winner
SPY
+28.79%
5Y(CAGR)
UHAL-B
N/A
SPY
+13.98%
10Y(CAGR)
UHAL-B
N/A
SPY
+15.71%
Max(CAGR)
UHAL-B
-3.31%
Winner
SPY
+8.55%

UHAL-B vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUHAL-BSPY
2026-2.26%+9.82%
2025-26.22%+18.00%
2024-7.50%+25.59%
2023+28.47%+26.72%
2022+5.69%-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+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%

UHAL-B vs SPY Drawdown Comparison

The maximum drawdown for UHAL-B was -45.17%, occurring on Mar 20, 2026. 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 UHAL-B drawdown is -37.21%.

RankUHAL-BSPY
#1-45.17%
Sep 25, 2024 - Mar 20, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-32.08%
Dec 1, 2022 - Dec 21, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-19.54%
Dec 27, 2023 - Sep 19, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.68%
Nov 15, 2022 - Nov 21, 2022		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-5.73%
Nov 21, 2022 - Nov 30, 2022		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-0.53%
Sep 19, 2024 - Sep 24, 2024		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7N/A-13.02%
Jul 20, 2015 - Apr 18, 2016
#8N/A-10.10%
Jan 26, 2018 - Aug 6, 2018
#9N/A-9.44%
Sep 2, 2020 - Nov 11, 2020
#10N/A-9.30%
Jan 19, 2000 - Mar 17, 2000
#11N/A-9.05%
Jul 19, 2007 - Oct 5, 2007
#12N/A-8.88%
Jan 27, 2026 - Apr 14, 2026
#13N/A-8.41%
Jul 16, 2024 - Sep 19, 2024
#14N/A-7.35%
Sep 14, 2012 - Jan 2, 2013
#15N/A-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UHAL-B and SPY is -0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.25
-101

Dividend Comparison (1999 - 2026)

UHAL-B vs SPY dividend yield comparison.

YearUHAL-BSPY
20260.11%0.24%
20250.43%1.07%
20240.31%1.21%
20230.24%1.40%
20220.07%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%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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