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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 +13.2% compared to +3.3%

UL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
UL
$141B
Winner
SPY
$781B
Expense Ratio
UL
N/A
SPY
0.09%
Max Drawdown
Winner
UL
55.10%
SPY
56.47%
Sharpe Ratio
UL
-0.15
Winner
SPY
1.43
5Y Beta
Winner
UL
0.05
SPY
1.00
Industry
UL
Household & Personal Products
SPY
N/A
P/E Ratio
Winner
UL
11.68
SPY
26.48
Forward P/E
Winner
UL
17.54
SPY
20.89
PEG Ratio
UL
1.14
Winner
SPY
0.30
Dividend Yield
UL
3.54%
SPY
N/A
5Y Dividends CAGR
Winner
UL
11.63%
SPY
6.00%
5Y EPS CAGR
UL
5.44%
Winner
SPY
26.40%
Debt to Equity
UL
198.21%
Winner
SPY
48.17%
Free Cash Flow Yield
UL
11.03%
SPY
N/A
P/S Ratio
Winner
UL
2.71
SPY
3.72
P/B Ratio
UL
7.67
Winner
SPY
5.55

UL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UL
+3.38%
SPY
+2.30%
3M
Winner
UL
+7.67%
SPY
+5.00%
6M
UL
-10.20%
Winner
SPY
+11.88%
1Y
UL
-3.81%
Winner
SPY
+22.80%
5Y(CAGR)
UL
+3.32%
Winner
SPY
+13.20%
10Y(CAGR)
UL
+5.47%
Winner
SPY
+15.26%
Max(CAGR)
UL
+7.52%
Winner
SPY
+8.59%

UL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearULSPY
2026-0.45%+13.10%
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 -13.18%. The current SPY drawdown is -0.36%.

RankULSPY
#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 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

UL vs SPY dividend yield comparison.

YearULSPY
20261.73%0.48%
20253.51%1.07%
20243.29%1.21%
20233.83%1.40%
20223.57%1.65%
20213.77%1.20%
20203.07%1.52%
20193.18%1.75%
20183.49%2.04%
20172.80%1.80%
20163.42%2.03%
20153.02%2.06%
20144.65%1.87%
20133.39%1.81%
20123.17%2.18%
20113.70%2.05%
20103.61%1.80%
20094.96%1.95%
20084.31%3.02%
20072.64%1.85%
20064.29%1.73%
20053.60%1.73%
20043.67%1.82%
20032.96%1.47%
20022.36%1.70%
20012.31%1.25%
20000.72%1.15%
19990.30%0.24%

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