UPS vs SPY
Comparison between United Parcel Service Inc - Class B (UPS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed UPS, delivering a return of +13.3% compared to -10.5%
UPS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
UPS
$85B
Winner
SPY
$652B
Expense Ratio
UPS
N/A
SPY
0.09%
Max Drawdown
UPS
64.42%
Winner
SPY
56.47%
Sharpe Ratio
UPS
0.49
Winner
SPY
2.07
5Y Beta
Winner
UPS
0.72
SPY
1.00
Industry
UPS
Integrated Freight & Logistics
SPY
N/A
P/E Ratio
Winner
UPS
18.25
SPY
28.24
Forward P/E
Winner
UPS
13.95
SPY
21.85
PEG Ratio
UPS
1.46
SPY
N/A
Dividend Yield
UPS
6.55%
SPY
N/A
5Y Dividends CAGR
Winner
UPS
15.21%
SPY
5.43%
5Y EPS CAGR
UPS
-3.93%
Winner
SPY
25.79%
Debt to Equity
Winner
UPS
4.04%
SPY
22.35%
Free Cash Flow Yield
UPS
5.32%
SPY
N/A
P/S Ratio
Winner
UPS
0.96
SPY
3.55
P/B Ratio
Winner
UPS
5.19
SPY
5.29
UPS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
UPS
+0.33%
Winner
SPY
+9.11%
3M
UPS
-13.32%
Winner
SPY
+6.59%
6M
UPS
+8.38%
Winner
SPY
+10.56%
1Y
UPS
+11.10%
Winner
SPY
+32.04%
5Y(CAGR)
UPS
-10.52%
Winner
SPY
+13.35%
10Y(CAGR)
UPS
+3.59%
Winner
SPY
+15.49%
Max(CAGR)
UPS
+4.38%
Winner
SPY
+8.50%
UPS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UPS | SPY |
|---|---|---|
| 2026 | +1.18% | +8.27% |
| 2025 | -14.41% | +18.00% |
| 2024 | -16.57% | +25.59% |
| 2023 | -6.72% | +26.72% |
| 2022 | -15.94% | -18.64% |
| 2021 | +33.67% | +30.52% |
| 2020 | +49.04% | +17.28% |
| 2019 | +24.62% | +31.09% |
| 2018 | -18.57% | -5.24% |
| 2017 | +6.73% | +20.78% |
| 2016 | +24.51% | +13.59% |
| 2015 | -10.29% | +1.31% |
| 2014 | +10.52% | +14.56% |
| 2013 | +41.58% | +29.00% |
| 2012 | +2.48% | +14.17% |
| 2011 | +3.36% | +0.85% |
| 2010 | +28.47% | +13.14% |
| 2009 | +5.93% | +22.67% |
| 2008 | -17.99% | -36.25% |
| 2007 | -3.48% | +5.32% |
| 2006 | +1.22% | +13.85% |
| 2005 | -10.03% | +5.32% |
| 2004 | +17.82% | +10.75% |
| 2003 | +18.18% | +24.18% |
| 2002 | +17.27% | -22.42% |
| 2001 | -2.04% | -10.13% |
| 2000 | -11.35% | -8.84% |
| 1999 | +1.55% | +8.61% |
UPS vs SPY Drawdown Comparison
The maximum drawdown for UPS was -57.96%, occurring on Sep 25, 2025. This drawdown has not yet recovered.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current UPS drawdown is -47.06%.
| Rank | UPS | SPY |
|---|---|---|
| #1 | -57.96% Feb 2, 2022 - Sep 25, 2025 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -51.72% Dec 9, 2004 - Feb 10, 2011 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -34.37% Nov 11, 1999 - Oct 30, 2003 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -30.78% Jan 12, 2018 - Jul 29, 2020 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -20.11% Jan 22, 2015 - Jul 8, 2016 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -18.37% Feb 18, 2011 - Jan 18, 2012 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -17.14% May 7, 2021 - Oct 26, 2021 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.04% Dec 13, 2016 - Sep 15, 2017 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.03% Mar 19, 2012 - Jan 15, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -11.76% Oct 12, 2020 - Apr 9, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -10.91% Dec 31, 2013 - May 29, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.69% Jan 7, 2022 - Feb 1, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.53% Oct 26, 2021 - Jan 4, 2022 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.06% Jul 16, 2014 - Oct 31, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -8.77% Dec 29, 2003 - Jun 23, 2004 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between UPS and SPY is 0.82 which considered as a strong positive correlation - the stocks tend to move together.
0.82
-101
Dividend Comparison (1999 - 2026)
UPS vs SPY dividend yield comparison.
| Year | UPS | SPY |
|---|---|---|
| 2026 | 1.63% | 0.24% |
| 2025 | 6.61% | 1.07% |
| 2024 | 5.17% | 1.21% |
| 2023 | 4.12% | 1.40% |
| 2022 | 3.50% | 1.65% |
| 2021 | 1.90% | 1.20% |
| 2020 | 2.40% | 1.52% |
| 2019 | 3.28% | 1.75% |
| 2018 | 3.73% | 2.04% |
| 2017 | 2.79% | 1.80% |
| 2016 | 2.72% | 2.03% |
| 2015 | 3.03% | 2.06% |
| 2014 | 2.41% | 1.87% |
| 2013 | 2.36% | 1.81% |
| 2012 | 3.09% | 2.18% |
| 2011 | 2.84% | 2.05% |
| 2010 | 2.59% | 1.80% |
| 2009 | 3.14% | 1.95% |
| 2008 | 3.26% | 3.02% |
| 2007 | 2.38% | 1.85% |
| 2006 | 2.03% | 1.73% |
| 2005 | 1.76% | 1.73% |
| 2004 | 1.31% | 1.82% |
| 2003 | 1.23% | 1.47% |
| 2002 | 1.20% | 1.70% |
| 2001 | 1.39% | 1.25% |
| 2000 | 1.16% | 1.15% |
| 1999 | 0.43% | 0.24% |
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