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UHT vs SPY

Comparison between Universal Health Realty Income Trust (UHT, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UHT, delivering a return of +12.4% compared to -0.3%

UHT vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
UHT
$601M
Winner
SPY
$781B
Expense Ratio
UHT
N/A
SPY
0.09%
Max Drawdown
UHT
75.16%
Winner
SPY
56.47%
Sharpe Ratio
UHT
0.47
Winner
SPY
1.12
5Y Beta
Winner
UHT
0.28
SPY
1.00
Industry
UHT
Reit - Healthcare Facilities
SPY
N/A
P/E Ratio
UHT
33.66
Winner
SPY
28.53
Forward P/E
UHT
38.76
Winner
SPY
21.47
PEG Ratio
UHT
0.63
SPY
N/A
Dividend Yield
UHT
6.77%
SPY
N/A
5Y Dividends CAGR
UHT
6.00%
SPY
6.00%
5Y EPS CAGR
UHT
-2.86%
Winner
SPY
25.58%
Debt to Equity
Winner
UHT
0.00%
SPY
32.09%
Free Cash Flow Yield
UHT
8.23%
SPY
N/A
P/S Ratio
UHT
5.95
Winner
SPY
3.75
P/B Ratio
Winner
UHT
4.12
SPY
5.64

UHT vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UHT
+8.28%
SPY
+0.63%
3M
Winner
UHT
+8.48%
SPY
+4.46%
6M
Winner
UHT
+15.28%
SPY
+7.67%
1Y
UHT
+11.52%
Winner
SPY
+17.68%
5Y(CAGR)
UHT
-0.26%
Winner
SPY
+12.42%
10Y(CAGR)
UHT
+1.92%
Winner
SPY
+14.84%
Max(CAGR)
Winner
UHT
+10.75%
SPY
+8.44%

UHT vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUHTSPY
2026+14.49%+8.63%
2025+15.59%+18.00%
2024-8.75%+25.59%
2023-4.23%+26.72%
2022-15.70%-18.64%
2021-0.90%+30.52%
2020-41.67%+17.28%
2019+99.26%+31.09%
2018-13.35%-5.24%
2017+18.78%+20.78%
2016+40.50%+13.59%
2015+7.36%+1.31%
2014+26.95%+14.56%
2013-18.36%+29.00%
2012+36.86%+14.17%
2011+12.48%+0.85%
2010+22.27%+13.14%
2009+7.59%+22.67%
2008+2.96%-36.25%
2007-3.43%+5.32%
2006+29.47%+13.85%
2005+4.15%+5.32%
2004+15.66%+10.75%
2003+23.74%+24.18%
2002+20.43%-22.42%
2001+33.92%-10.13%
2000+54.26%-8.84%
1999-9.77%+8.61%

UHT vs SPY Drawdown Comparison

The maximum drawdown for UHT was -69.01%, occurring on Apr 17, 2024. 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 UHT drawdown is -51.15%. The current SPY drawdown is -2.57%.

RankUHTSPY
#1-69.01%
Feb 13, 2020 - Apr 17, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-40.55%
Sep 18, 2008 - Mar 10, 2010		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-33.64%
Apr 12, 2013 - Jan 22, 2015		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.12%
Jul 19, 2017 - Apr 5, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.18%
Feb 7, 2007 - Sep 16, 2008		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-27.00%
Apr 1, 2004 - Nov 15, 2004		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-23.77%
Jul 25, 2011 - Jun 28, 2012		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-22.55%
Jul 11, 2005 - Oct 16, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-22.40%
Mar 24, 2015 - Mar 17, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.80%
Dec 13, 2004 - May 3, 2005		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-16.25%
May 15, 2001 - Sep 7, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-15.30%
Mar 24, 2010 - Oct 5, 2010		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-15.09%
Jul 19, 2002 - Mar 21, 2003		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.88%
Sep 28, 2016 - Dec 8, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-12.40%
Jan 10, 2000 - Mar 31, 2000		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UHT and SPY is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65
-101

Dividend Comparison (1999 - 2026)

UHT vs SPY dividend yield comparison.

YearUHTSPY
20263.45%0.50%
20257.55%1.07%
20247.85%1.21%
20236.66%1.40%
20225.95%1.65%
20214.71%1.20%
20204.29%1.52%
20192.32%1.75%
20184.37%2.04%
20173.51%1.80%
20163.96%2.03%
20155.12%2.06%
20145.24%1.87%
20136.23%1.81%
20124.86%2.18%
20116.22%2.05%
20106.61%1.80%
20097.43%1.95%
20087.11%3.02%
20076.49%1.85%
20065.80%1.73%
20056.94%1.73%
20047.78%1.82%
20038.14%1.47%
20029.14%1.70%
20019.98%1.25%
200011.59%1.15%
19993.15%0.24%

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