UNP vs SPY
Comparison between Union Pacific Corp (UNP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed UNP, delivering a return of +13.3% compared to +5.2%
UNP vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
UNP
$159B
Winner
SPY
$652B
Expense Ratio
UNP
N/A
SPY
0.09%
Max Drawdown
UNP
59.93%
Winner
SPY
56.47%
Sharpe Ratio
UNP
1.04
Winner
SPY
2.07
5Y Beta
Winner
UNP
0.63
SPY
1.00
Industry
UNP
Railroads
SPY
N/A
P/E Ratio
Winner
UNP
22.06
SPY
28.24
Forward P/E
Winner
UNP
21.46
SPY
21.85
PEG Ratio
UNP
2.38
SPY
N/A
Dividend Yield
UNP
2.07%
SPY
N/A
5Y Dividends CAGR
Winner
UNP
7.06%
SPY
5.43%
5Y EPS CAGR
UNP
9.40%
Winner
SPY
25.79%
Debt to Equity
Winner
UNP
0.00%
SPY
22.35%
Free Cash Flow Yield
UNP
3.58%
SPY
N/A
P/S Ratio
UNP
6.45
Winner
SPY
3.55
P/B Ratio
UNP
8.05
Winner
SPY
5.29
UNP vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
UNP
+6.24%
Winner
SPY
+9.11%
3M
UNP
+4.60%
Winner
SPY
+6.59%
6M
Winner
UNP
+20.82%
SPY
+10.56%
1Y
UNP
+24.92%
Winner
SPY
+32.04%
5Y(CAGR)
UNP
+5.21%
Winner
SPY
+13.35%
10Y(CAGR)
UNP
+14.59%
Winner
SPY
+15.49%
Max(CAGR)
Winner
UNP
+14.07%
SPY
+8.50%
UNP vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UNP | SPY |
|---|---|---|
| 2026 | +14.71% | +8.27% |
| 2025 | +3.36% | +18.00% |
| 2024 | -4.28% | +25.59% |
| 2023 | +21.22% | +26.72% |
| 2022 | -14.52% | -18.64% |
| 2021 | +26.49% | +30.52% |
| 2020 | +16.71% | +17.28% |
| 2019 | +34.11% | +31.09% |
| 2018 | +3.97% | -5.24% |
| 2017 | +33.74% | +20.78% |
| 2016 | +34.65% | +13.59% |
| 2015 | -32.56% | +1.31% |
| 2014 | +45.26% | +14.56% |
| 2013 | +33.36% | +29.00% |
| 2012 | +18.89% | +14.17% |
| 2011 | +15.35% | +0.85% |
| 2010 | +44.19% | +13.14% |
| 2009 | +30.24% | +22.67% |
| 2008 | -21.89% | -36.25% |
| 2007 | +37.64% | +5.32% |
| 2006 | +16.39% | +13.85% |
| 2005 | +21.48% | +5.32% |
| 2004 | -0.72% | +10.75% |
| 2003 | +15.44% | +24.18% |
| 2002 | +7.23% | -22.42% |
| 2001 | +14.23% | -10.13% |
| 2000 | +20.22% | -8.84% |
| 1999 | -18.94% | +8.61% |
UNP vs SPY Drawdown Comparison
The maximum drawdown for UNP was -59.43%, occurring on Mar 9, 2009. Recovery took 517 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UNP drawdown is -2.44%.
| Rank | UNP | SPY |
|---|---|---|
| #1 | -59.43% Aug 29, 2008 - Sep 20, 2010 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -43.17% Feb 12, 2015 - Sep 27, 2017 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -38.71% Jan 23, 2020 - Aug 10, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -34.95% Nov 1, 1999 - Jan 8, 2001 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -31.83% Mar 30, 2022 - Feb 9, 2026 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -25.57% May 16, 2001 - Jan 4, 2002 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -24.83% Jul 1, 2011 - Dec 27, 2011 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -21.88% Sep 21, 2018 - Feb 11, 2019 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -19.94% Dec 29, 2003 - Mar 22, 2005 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.64% Mar 4, 2002 - Nov 3, 2003 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -19.38% Dec 10, 2007 - Apr 16, 2008 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.60% Apr 24, 2006 - Jan 18, 2007 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -17.53% Jul 23, 2007 - Oct 23, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -17.38% Oct 16, 2020 - Jan 6, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.32% Jul 31, 2019 - Nov 25, 2019 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UNP and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
0.96
-101
Dividend Comparison (1999 - 2026)
UNP vs SPY dividend yield comparison.
| Year | UNP | SPY |
|---|---|---|
| 2026 | 0.52% | 0.24% |
| 2025 | 2.35% | 1.07% |
| 2024 | 2.32% | 1.21% |
| 2023 | 2.12% | 1.40% |
| 2022 | 2.45% | 1.65% |
| 2021 | 1.70% | 1.20% |
| 2020 | 1.86% | 1.52% |
| 2019 | 2.05% | 1.75% |
| 2018 | 2.21% | 2.04% |
| 2017 | 1.85% | 1.80% |
| 2016 | 2.17% | 2.03% |
| 2015 | 2.81% | 2.06% |
| 2014 | 1.60% | 1.87% |
| 2013 | 1.76% | 1.81% |
| 2012 | 1.98% | 2.18% |
| 2011 | 1.82% | 2.05% |
| 2010 | 1.41% | 1.80% |
| 2009 | 1.69% | 1.95% |
| 2008 | 2.05% | 3.02% |
| 2007 | 1.19% | 1.85% |
| 2006 | 1.30% | 1.73% |
| 2005 | 1.49% | 1.73% |
| 2004 | 1.78% | 1.82% |
| 2003 | 1.42% | 1.47% |
| 2002 | 1.39% | 1.70% |
| 2001 | 1.40% | 1.25% |
| 2000 | 1.58% | 1.15% |
| 1999 | 0.46% | 0.24% |
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