UL vs SPY
Comparison between Unilever plc (UL, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed UL, delivering a return of +13.3% compared to +0.7%
UL vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
UL
$131B
Winner
SPY
$652B
Expense Ratio
UL
N/A
SPY
0.09%
Max Drawdown
Winner
UL
55.10%
SPY
56.47%
Sharpe Ratio
UL
-0.92
Winner
SPY
2.07
5Y Beta
Winner
UL
0.11
SPY
1.00
Industry
UL
Household & Personal Products
SPY
N/A
P/E Ratio
Winner
UL
10.88
SPY
28.24
Forward P/E
Winner
UL
16.10
SPY
21.85
PEG Ratio
UL
0.35
SPY
N/A
Dividend Yield
UL
3.90%
SPY
N/A
5Y Dividends CAGR
Winner
UL
5.74%
SPY
5.43%
5Y EPS CAGR
UL
2.12%
Winner
SPY
25.79%
Debt to Equity
UL
190.62%
Winner
SPY
22.35%
Free Cash Flow Yield
UL
12.56%
SPY
N/A
P/S Ratio
Winner
UL
2.58
SPY
3.55
P/B Ratio
UL
7.04
Winner
SPY
5.29
UL vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
UL
+0.26%
Winner
SPY
+9.11%
3M
UL
-17.55%
Winner
SPY
+6.59%
6M
UL
-15.00%
Winner
SPY
+10.56%
1Y
UL
-14.36%
Winner
SPY
+32.04%
5Y(CAGR)
UL
+0.68%
Winner
SPY
+13.35%
10Y(CAGR)
UL
+4.70%
Winner
SPY
+15.49%
Max(CAGR)
UL
+7.21%
Winner
SPY
+8.50%
UL vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UL | SPY |
|---|---|---|
| 2026 | -9.55% | +8.27% |
| 2025 | +6.27% | +18.00% |
| 2024 | +20.89% | +25.59% |
| 2023 | -0.39% | +26.72% |
| 2022 | -3.25% | -18.64% |
| 2021 | -7.87% | +30.52% |
| 2020 | +9.34% | +17.28% |
| 2019 | +13.17% | +31.09% |
| 2018 | -1.50% | -5.24% |
| 2017 | +40.68% | +20.78% |
| 2016 | -0.48% | +13.59% |
| 2015 | +11.03% | +1.31% |
| 2014 | +5.07% | +14.56% |
| 2013 | +9.28% | +29.00% |
| 2012 | +17.91% | +14.17% |
| 2011 | +12.34% | +0.85% |
| 2010 | -0.05% | +13.14% |
| 2009 | +43.25% | +22.67% |
| 2008 | -36.02% | -36.25% |
| 2007 | +37.47% | +5.32% |
| 2006 | +28.54% | +13.85% |
| 2005 | +5.88% | +5.32% |
| 2004 | +9.30% | +10.75% |
| 2003 | +0.58% | +24.18% |
| 2002 | +17.38% | -22.42% |
| 2001 | -2.31% | -10.13% |
| 2000 | +16.01% | -8.84% |
| 1999 | -17.15% | +8.61% |
UL vs SPY Drawdown Comparison
The maximum drawdown for UL was -53.51%, occurring on Mar 9, 2009. Recovery took 838 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UL drawdown is -21.12%.
| Rank | UL | SPY |
|---|---|---|
| #1 | -53.51% Dec 28, 2007 - Apr 27, 2011 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -40.94% Nov 2, 1999 - Apr 30, 2002 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.13% Sep 4, 2019 - Oct 5, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -27.64% Nov 11, 2020 - Jun 4, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -25.10% Feb 13, 2026 - Apr 2, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -22.88% Feb 19, 2004 - May 23, 2005 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -21.64% May 13, 2002 - Oct 31, 2002 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -19.59% Sep 2, 2016 - Feb 17, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -18.87% Apr 15, 2003 - Jan 8, 2004 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -15.90% Sep 9, 2024 - Apr 22, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -15.78% Nov 11, 2002 - Apr 15, 2003 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -15.17% Aug 10, 2015 - Mar 29, 2016 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -14.26% May 19, 2014 - Apr 16, 2015 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -14.21% Sep 4, 2025 - Feb 11, 2026 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -13.19% Oct 13, 2017 - Mar 20, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UL and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.
0.90
-101
Dividend Comparison (1999 - 2026)
UL vs SPY dividend yield comparison.
| Year | UL | SPY |
|---|---|---|
| 2026 | 0.95% | 0.24% |
| 2025 | 3.51% | 1.07% |
| 2024 | 3.29% | 1.21% |
| 2023 | 3.83% | 1.40% |
| 2022 | 3.57% | 1.65% |
| 2021 | 3.77% | 1.20% |
| 2020 | 3.07% | 1.52% |
| 2019 | 3.18% | 1.75% |
| 2018 | 3.49% | 2.04% |
| 2017 | 2.80% | 1.80% |
| 2016 | 3.42% | 2.03% |
| 2015 | 3.02% | 2.06% |
| 2014 | 4.65% | 1.87% |
| 2013 | 3.39% | 1.81% |
| 2012 | 3.17% | 2.18% |
| 2011 | 3.70% | 2.05% |
| 2010 | 3.61% | 1.80% |
| 2009 | 4.96% | 1.95% |
| 2008 | 4.31% | 3.02% |
| 2007 | 2.64% | 1.85% |
| 2006 | 4.29% | 1.73% |
| 2005 | 3.60% | 1.73% |
| 2004 | 3.67% | 1.82% |
| 2003 | 2.96% | 1.47% |
| 2002 | 2.36% | 1.70% |
| 2001 | 2.31% | 1.25% |
| 2000 | 0.72% | 1.15% |
| 1999 | 0.30% | 0.24% |
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