UHAL vs SPY
Comparison between U-Haul Holding Company (UHAL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed UHAL, delivering a return of +14.0% compared to -4.4%
UHAL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UHAL vs SPY - Historical Returns
Returns include dividend reinvestment.
UHAL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UHAL | SPY |
|---|---|---|
| 2026 | -1.74% | +9.82% |
| 2025 | -26.95% | +18.00% |
| 2024 | -2.84% | +25.59% |
| 2023 | +20.53% | +26.72% |
| 2022 | -16.71% | -18.64% |
| 2021 | +63.69% | +30.52% |
| 2020 | +19.47% | +17.28% |
| 2019 | +14.78% | +31.09% |
| 2018 | -13.20% | -5.24% |
| 2017 | +3.30% | +20.78% |
| 2016 | -2.61% | +13.59% |
| 2015 | +37.04% | +1.31% |
| 2014 | +19.04% | +14.56% |
| 2013 | +80.41% | +29.00% |
| 2012 | +43.09% | +14.17% |
| 2011 | -8.56% | +0.85% |
| 2010 | +90.03% | +13.14% |
| 2009 | +45.93% | +22.67% |
| 2008 | -45.28% | -36.25% |
| 2007 | -24.52% | +5.32% |
| 2006 | +16.57% | +13.85% |
| 2005 | +60.43% | +5.32% |
| 2004 | +110.43% | +10.75% |
| 2003 | +388.64% | +24.18% |
| 2002 | -76.43% | -22.42% |
| 2001 | -2.94% | -10.13% |
| 2000 | -20.73% | -8.84% |
| 1999 | -11.10% | +8.61% |
UHAL vs SPY Drawdown Comparison
The maximum drawdown for UHAL was -93.78%, occurring on Oct 23, 2002. Recovery took 1213 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UHAL drawdown is -36.65%.
| Rank | UHAL | SPY |
|---|---|---|
| #1 | -93.78% Nov 3, 1999 - Sep 2, 2004 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -78.85% Apr 21, 2006 - Dec 3, 2010 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -46.19% Oct 2, 2024 - Mar 20, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -44.09% Dec 3, 2010 - Feb 9, 2012 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -43.46% Nov 23, 2015 - Dec 4, 2020 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -40.46% Nov 5, 2021 - Sep 24, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -31.17% Feb 9, 2012 - Oct 16, 2012 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -18.77% Jun 6, 2014 - Jan 26, 2015 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -16.69% May 10, 2021 - Aug 9, 2021 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -14.72% Mar 20, 2013 - Aug 8, 2013 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.84% Jan 23, 2014 - Apr 15, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -11.15% Sep 9, 2005 - Nov 17, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -9.46% Feb 4, 2005 - May 13, 2005 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.19% Jan 3, 2006 - Jan 25, 2006 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.04% Aug 9, 2013 - Sep 17, 2013 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UHAL and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
UHAL vs SPY dividend yield comparison.
| Year | UHAL | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 0.00% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 769.35% | 1.65% |
| 2021 | 0.21% | 1.20% |
| 2020 | 0.55% | 1.52% |
| 2019 | 0.40% | 1.75% |
| 2018 | 0.46% | 2.04% |
| 2017 | 0.66% | 1.80% |
| 2016 | 0.54% | 2.03% |
| 2015 | 1.28% | 2.06% |
| 2014 | 0.35% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 3.94% | 2.18% |
| 2011 | 1.13% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.74% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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