UMC vs SPY

Comparison between United Micro Electronics (UMC, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceUMC has outperformed SPY, delivering a return of +16.1% compared to +13.3%

UMC vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	UMC(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$38B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	85.72%	56.47%
Sharpe Ratio	1.89	2.07
5Y Beta	0.98	1.00
Industry	Semiconductors	N/A
P/E Ratio	23.50	28.24
Forward P/E	20.33	21.85
PEG Ratio	1.28	N/A
Dividend Yield	3.13%	N/A
5Y Dividends CAGR	58.47%	5.43%
5Y EPS CAGR	11.50%	25.79%
Debt to Equity	13.95%	22.35%
Free Cash Flow Yield	4.31%	N/A
P/S Ratio	0.16	3.55
P/B Ratio	2.54	5.29

Market Cap / Net Assets

UMC

$38B

Winner

SPY

$652B

Expense Ratio

UMC

N/A

SPY

0.09%

Max Drawdown

UMC

85.72%

Winner

SPY

56.47%

Sharpe Ratio

UMC

1.89

Winner

SPY

2.07

5Y Beta

Winner

UMC

0.98

SPY

1.00

Industry

UMC

Semiconductors

SPY

N/A

P/E Ratio

Winner

UMC

23.50

SPY

28.24

Forward P/E

Winner

UMC

20.33

SPY

21.85

PEG Ratio

UMC

1.28

SPY

N/A

Dividend Yield

UMC

3.13%

SPY

N/A

5Y Dividends CAGR

Winner

UMC

58.47%

SPY

5.43%

5Y EPS CAGR

UMC

11.50%

Winner

SPY

25.79%

Debt to Equity

Winner

UMC

13.95%

SPY

22.35%

Free Cash Flow Yield

UMC

4.31%

SPY

N/A

P/S Ratio

Winner

UMC

0.16

SPY

3.55

P/B Ratio

Winner

UMC

2.54

SPY

5.29

UMC vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	UMC	SPY
1 month	+62.83%	+9.11%
3 months	+53.43%	+6.59%
6 months	+108.10%	+10.56%
1 year	+121.55%	+32.04%
5 years(CAGR)	+16.07%	+13.35%
10 years(CAGR)	+29.77%	+15.49%
Max(CAGR)	+6.94%	+8.50%

Winner

UMC

+62.83%

SPY

+9.11%

Winner

UMC

+53.43%

SPY

+6.59%

Winner

UMC

+108.10%

SPY

+10.56%

Winner

UMC

+121.55%

SPY

+32.04%

5Y(CAGR)

Winner

UMC

+16.07%

SPY

+13.35%

10Y(CAGR)

Winner

UMC

+29.77%

SPY

+15.49%

Max(CAGR)

UMC

+6.94%

Winner

SPY

+8.50%

UMC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	UMC	SPY
2026	+96.68%	+8.27%
2025	+27.63%	+18.00%
2024	-17.24%	+25.59%
2023	+37.28%	+26.72%
2022	-40.26%	-18.64%
2021	+50.62%	+30.52%
2020	+226.41%	+17.28%
2019	+57.74%	+31.09%
2018	-23.54%	-5.24%
2017	+37.65%	+20.78%
2016	+0.83%	+13.59%
2015	-12.78%	+1.31%
2014	+16.82%	+14.56%
2013	+2.10%	+29.00%
2012	-6.57%	+14.17%
2011	-28.20%	+0.85%
2010	-18.16%	+13.14%
2009	+79.63%	+22.67%
2008	-36.82%	-36.25%
2007	+0.65%	+5.32%
2006	+12.28%	+13.85%
2005	-9.79%	+5.32%
2004	-11.53%	+10.75%
2003	+71.20%	+24.18%
2002	-52.32%	-22.42%
2001	+27.76%	-10.13%
2000	-41.07%	-8.84%
1999	N/A	+8.61%

UMC vs SPY Drawdown Comparison

The maximum drawdown for UMC was -73.00%, occurring on Oct 27, 2008. Recovery took 4992 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

Rank	UMC	SPY
#1	-73.00% Sep 20, 2000 - Jul 27, 2020	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-54.48% Dec 7, 2021 - Jan 20, 2026	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-31.01% Jan 27, 2026 - Apr 20, 2026	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-26.99% Apr 26, 2021 - Aug 4, 2021	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-25.51% Feb 12, 2021 - Apr 26, 2021	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-24.35% Aug 6, 2020 - Sep 28, 2020	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-18.72% Sep 3, 2021 - Dec 7, 2021	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-13.07% Aug 5, 2021 - Sep 1, 2021	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-12.61% Dec 7, 2020 - Jan 11, 2021	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-11.88% Jan 22, 2021 - Feb 9, 2021	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-10.62% Oct 22, 2020 - Nov 23, 2020	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-8.60% Oct 9, 2020 - Oct 22, 2020	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-8.26% Apr 22, 2026 - Apr 29, 2026	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-7.68% Jan 14, 2021 - Jan 19, 2021	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-5.43% Jul 27, 2020 - Aug 3, 2020	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UMC 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)

UMC vs SPY dividend yield comparison.

Year	UMC	SPY
2026	0.00%	0.24%
2025	6.06%	1.07%
2024	7.14%	1.21%
2023	6.93%	1.40%
2022	7.92%	1.65%
2021	2.44%	1.20%
2020	1.61%	1.52%
2019	3.51%	1.75%
2018	6.59%	2.04%
2017	2.41%	1.80%
2016	3.61%	2.03%
2015	3.15%	2.06%
2014	3.28%	1.87%
2013	2.32%	1.81%
2012	2.93%	2.18%
2011	6.70%	2.05%
2010	1.73%	1.80%
2009	0.00%	1.95%
2008	3.81%	3.02%
2007	1.88%	1.85%
2006	1.38%	1.73%
2005	0.40%	1.73%
2004	19.83%	1.82%
2003	14.14%	1.47%
2002	20.83%	1.70%
2001	7.29%	1.25%
2000	0.00%	1.15%
1999	0.00%	0.24%