ULH vs FINS

Comparison between Universal Logistics Holdings Inc (ULH, Company) and Angel Oak Financial Strategies Income Term Trust (FINS, Company).

ULH is from the Industrials sector, while FINS is from the Financial Services sector.

5-Year PerformanceFINS has outperformed ULH, delivering a return of +2.1% compared to -4.2%

ULH vs FINS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	ULH(COMPANY)	FINS(COMPANY)
Market Cap	$423M	$421M
Max Drawdown	76.70%	46.19%
Sharpe Ratio	-0.15	0.54
5Y Beta	1.42	0.18
Industry	Trucking	Asset Management
P/E Ratio	-6.61	5.27
Forward P/E	11.17	N/A
Dividend Yield	2.92%	10.60%
5Y Dividends CAGR	20.11%	3.20%
Debt to Equity	139.31%	26.96%
Free Cash Flow Yield	-7.45%	-8.47%

Market Cap

Winner

ULH

$423M

FINS

$421M

Max Drawdown

ULH

76.70%

Winner

FINS

46.19%

Sharpe Ratio

ULH

-0.15

Winner

FINS

0.54

5Y Beta

ULH

1.42

Winner

FINS

0.18

Industry

ULH

Trucking

FINS

Asset Management

P/E Ratio

Winner

ULH

-6.61

FINS

5.27

Forward P/E

ULH

11.17

FINS

N/A

Dividend Yield

ULH

2.92%

Winner

FINS

10.60%

5Y Dividends CAGR

Winner

ULH

20.11%

FINS

3.20%

Debt to Equity

ULH

139.31%

Winner

FINS

26.96%

Free Cash Flow Yield

Winner

ULH

-7.45%

FINS

-8.47%

ULH vs FINS - Historical Returns

Returns include dividend reinvestment.

Period	ULH	FINS
1 month	+12.70%	+0.35%
3 months	-33.09%	+0.69%
6 months	-2.03%	+0.23%
1 year	-38.25%	+7.17%
5 years(CAGR)	-4.18%	+2.13%
10 years(CAGR)	+3.15%	N/A
Max(CAGR)	+3.46%	+2.32%

Winner

ULH

+12.70%

FINS

+0.35%

ULH

-33.09%

Winner

FINS

+0.69%

ULH

-2.03%

Winner

FINS

+0.23%

ULH

-38.25%

Winner

FINS

+7.17%

5Y(CAGR)

ULH

-4.18%

Winner

FINS

+2.13%

10Y(CAGR)

ULH

+3.15%

FINS

N/A

Max(CAGR)

Winner

ULH

+3.46%

FINS

+2.32%

ULH vs FINS - Annual Returns (2016 - 2026)

Returns include dividend reinvestment.

Year	ULH	FINS
2026	+8.41%	+0.95%
2025	-64.59%	+14.09%
2024	+62.76%	+18.41%
2023	-16.54%	+2.36%
2022	+81.40%	-17.17%
2021	-7.30%	+10.25%
2020	+12.53%	-12.66%
2019	+3.26%	+7.11%
2018	-23.19%	N/A
2017	+49.73%	N/A
2016	+19.61%	N/A

ULH vs FINS Drawdown Comparison

The maximum drawdown for ULH was -76.07%, occurring on May 12, 2026. This drawdown has not yet recovered.

The maximum drawdown for FINS was -40.77%, occurring on Mar 18, 2020. Recovery took 1394 trading sessions.

The current ULH drawdown is -67.37%. The current FINS drawdown is -2.44%.

Rank	ULH	FINS
#1	-76.07% Nov 6, 2024 - May 12, 2026	-40.77% Feb 5, 2020 - Aug 22, 2025
#2	-67.74% Aug 20, 2018 - Aug 3, 2022	-6.43% Aug 21, 2019 - Nov 25, 2019
#3	-51.19% Feb 7, 2023 - Apr 26, 2024	-5.64% Feb 13, 2026 - May 29, 2026
#4	-31.65% Dec 9, 2016 - Sep 6, 2017	-3.98% Jul 3, 2019 - Aug 21, 2019
#5	-23.68% Aug 18, 2022 - Feb 7, 2023	-2.47% Sep 12, 2025 - Nov 4, 2025
#6	-23.64% May 9, 2024 - Nov 6, 2024	-2.44% Jul 8, 2026 - Jul 23, 2026
#7	-21.90% Aug 5, 2016 - Dec 7, 2016	-2.38% Nov 25, 2019 - Dec 26, 2019
#8	-18.16% Jun 15, 2016 - Jul 14, 2016	-2.31% Nov 4, 2025 - Nov 28, 2025
#9	-17.14% Jan 17, 2018 - May 29, 2018	-2.24% Jun 25, 2019 - Jul 2, 2019
#10	-9.83% May 10, 2016 - Jun 6, 2016	-2.04% Jan 28, 2020 - Feb 4, 2020
#11	-8.69% Jul 15, 2016 - Jul 28, 2016	-1.71% Dec 4, 2025 - Dec 22, 2025
#12	-7.22% Apr 26, 2024 - May 7, 2024	-1.67% May 29, 2026 - Jul 2, 2026
#13	-4.44% Nov 2, 2017 - Nov 14, 2017	-1.49% Jan 22, 2020 - Jan 28, 2020
#14	-4.32% May 2, 2016 - May 5, 2016	-1.28% Dec 22, 2025 - Jan 5, 2026
#15	-3.35% Dec 1, 2017 - Dec 11, 2017	-1.00% Dec 26, 2019 - Jan 21, 2020

Correlation

Correlation between ULH and FINS is -0.27 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.27

-101

Dividend Comparison (2016 - 2026)

ULH vs FINS dividend yield comparison.

Year	ULH	FINS
2026	1.27%	6.43%
2025	2.76%	10.13%
2024	0.91%	10.30%
2023	1.50%	10.04%
2022	1.26%	9.74%
2021	2.23%	7.63%
2020	1.02%	7.42%
2019	2.77%	3.41%
2018	2.13%	0.00%
2017	1.18%	0.00%
2016	1.28%	0.00%