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UMH vs SPY

Comparison between UMH Properties Inc (UMH, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UMH, delivering a return of +13.3% compared to -2.4%

UMH vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
UMH
$1.33B
Winner
SPY
$735B
Expense Ratio
UMH
N/A
SPY
0.09%
Max Drawdown
UMH
71.09%
Winner
SPY
56.47%
Sharpe Ratio
UMH
-0.26
Winner
SPY
1.62
5Y Beta
Winner
UMH
0.36
SPY
1.00
Industry
UMH
Reit - Residential
SPY
N/A
P/E Ratio
UMH
45.54
Winner
SPY
28.99
Forward P/E
UMH
126.58
Winner
SPY
22.37
PEG Ratio
UMH
0.72
SPY
N/A
Dividend Yield
UMH
5.97%
SPY
N/A
5Y Dividends CAGR
Winner
UMH
8.74%
SPY
5.43%
5Y EPS CAGR
UMH
-23.14%
Winner
SPY
26.05%
Debt to Equity
Winner
UMH
0.00%
SPY
32.40%
Free Cash Flow Yield
UMH
6.77%
SPY
N/A
P/S Ratio
UMH
4.81
Winner
SPY
3.74
P/B Ratio
Winner
UMH
2.34
SPY
5.61

UMH vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UMH
-1.34%
Winner
SPY
+1.90%
3M
UMH
+4.24%
Winner
SPY
+8.55%
6M
UMH
+2.52%
Winner
SPY
+8.18%
1Y
UMH
-3.46%
Winner
SPY
+25.79%
5Y(CAGR)
UMH
-2.37%
Winner
SPY
+13.32%
10Y(CAGR)
UMH
+9.50%
Winner
SPY
+15.19%
Max(CAGR)
Winner
UMH
+8.89%
SPY
+8.47%

UMH vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUMHSPY
2026-1.22%+8.26%
2025-11.11%+18.00%
2024+30.82%+25.59%
2023+0.35%+26.72%
2022-36.85%-18.64%
2021+97.56%+30.52%
2020+1.29%+17.28%
2019+45.37%+31.09%
2018-14.17%-5.24%
2017+4.25%+20.78%
2016+64.52%+13.59%
2015+13.55%+1.31%
2014+11.43%+14.56%
2013-5.90%+29.00%
2012+14.49%+14.17%
2011-6.44%+0.85%
2010+29.20%+13.14%
2009+52.10%+22.67%
2008-44.13%-36.25%
2007-18.34%+5.32%
2006+4.46%+13.85%
2005+6.50%+5.32%
2004-1.20%+10.75%
2003+34.80%+24.18%
2002+19.92%-22.42%
2001+36.30%-10.13%
2000+24.77%-8.84%
1999-5.05%+8.61%

UMH vs SPY Drawdown Comparison

The maximum drawdown for UMH was -62.52%, occurring on Dec 23, 2008. Recovery took 1121 trading sessions.

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

The current UMH drawdown is -30.07%. The current SPY drawdown is -2.90%.

RankUMHSPY
#1-62.52%
Jan 24, 2007 - Jul 6, 2011		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-46.96%
Dec 31, 2021 - Oct 3, 2023		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-44.65%
Jan 23, 2020 - Dec 15, 2020		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-32.23%
Jun 2, 2017 - Nov 27, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-26.39%
Dec 1, 2003 - Feb 9, 2005		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.44%
Oct 4, 2012 - Mar 20, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-21.41%
Jul 6, 2011 - Feb 8, 2012		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.38%
Jan 11, 2000 - Jun 6, 2000		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.64%
Jun 25, 2003 - Oct 17, 2003		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.30%
Mar 30, 2001 - Nov 16, 2001		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-13.81%
Apr 30, 2012 - Jul 9, 2012		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.24%
Dec 17, 2020 - Feb 10, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.16%
Sep 8, 2021 - Dec 15, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.51%
Dec 18, 2015 - Mar 11, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.30%
Apr 8, 2015 - Oct 19, 2015		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UMH and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

UMH vs SPY dividend yield comparison.

YearUMHSPY
20262.95%0.24%
20255.59%1.07%
20244.50%1.21%
20235.35%1.40%
20224.97%1.65%
20212.78%1.20%
20204.86%1.52%
20194.58%1.75%
20186.08%2.04%
20174.83%1.80%
20164.78%2.03%
20157.11%2.06%
20147.54%1.87%
20137.64%1.81%
20126.97%2.18%
20117.73%2.05%
20107.06%1.80%
20098.49%1.95%
200813.28%3.02%
20078.50%1.85%
20066.38%1.73%
20056.15%1.73%
20046.00%1.82%
20035.32%1.47%
20026.39%1.70%
20016.59%1.25%
20008.00%1.15%
19992.30%0.24%

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