USOI vs KLAC

Comparison between UBS AG London Branch (USOI, Company) and KLA Corp (KLAC, Company).

USOI vs KLAC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	USOI(COMPANY)	KLAC(COMPANY)
Market Cap	$242B	$238B
Max Drawdown	39.19%	84.41%
Sharpe Ratio	1.86	2.36
5Y Beta	N/A	1.93
Industry	N/A	Semiconductor Equipment & Materials
P/E Ratio	-50.39	52.47
Forward P/E	N/A	36.10
PEG Ratio	N/A	0.91
Dividend Yield	N/A	0.43%
5Y Dividends CAGR	N/A	21.59%
5Y EPS CAGR	N/A	32.76%
Debt to Equity	467.72%	100.97%
Free Cash Flow Yield	15.72%	1.69%
P/S Ratio	N/A	18.12
P/B Ratio	N/A	38.39

Market Cap

Winner

USOI

$242B

KLAC

$238B

Max Drawdown

Winner

USOI

39.19%

KLAC

84.41%

Sharpe Ratio

USOI

1.86

Winner

KLAC

2.36

5Y Beta

USOI

N/A

KLAC

1.93

Industry

USOI

N/A

KLAC

Semiconductor Equipment & Materials

P/E Ratio

Winner

USOI

-50.39

KLAC

52.47

Forward P/E

USOI

N/A

KLAC

36.10

PEG Ratio

USOI

N/A

KLAC

0.91

Dividend Yield

USOI

N/A

KLAC

0.43%

5Y Dividends CAGR

USOI

N/A

KLAC

21.59%

5Y EPS CAGR

USOI

N/A

KLAC

32.76%

Debt to Equity

USOI

467.72%

Winner

KLAC

100.97%

Free Cash Flow Yield

Winner

USOI

15.72%

KLAC

1.69%

P/S Ratio

USOI

N/A

KLAC

18.12

P/B Ratio

USOI

N/A

KLAC

38.39

USOI vs KLAC - Historical Returns

Returns include dividend reinvestment.

Period	USOI	KLAC
1 month	+8.10%	+11.77%
3 months	+28.66%	+29.96%
6 months	+37.93%	+57.10%
1 year	+45.67%	+167.77%
5 years(CAGR)	N/A	+43.82%
10 years(CAGR)	N/A	+41.46%
Max(CAGR)	+17.46%	+18.50%

USOI

+8.10%

Winner

KLAC

+11.77%

USOI

+28.66%

Winner

KLAC

+29.96%

USOI

+37.93%

Winner

KLAC

+57.10%

USOI

+45.67%

Winner

KLAC

+167.77%

5Y(CAGR)

USOI

N/A

KLAC

+43.82%

10Y(CAGR)

USOI

N/A

KLAC

+41.46%

Max(CAGR)

USOI

+17.46%

Winner

KLAC

+18.50%

USOI vs KLAC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	USOI	KLAC
2026	+40.03%	+46.85%
2025	-9.43%	+92.50%
2024	+6.91%	+13.42%
2023	N/A	+56.23%
2022	N/A	-12.23%
2021	N/A	+67.12%
2020	N/A	+44.42%
2019	N/A	+100.80%
2018	N/A	-13.41%
2017	N/A	+35.50%
2016	N/A	+18.11%
2015	N/A	+2.08%
2014	N/A	+41.95%
2013	N/A	+33.90%
2012	N/A	+3.74%
2011	N/A	+28.04%
2010	N/A	+7.30%
2009	N/A	+64.73%
2008	N/A	-52.22%
2007	N/A	-0.68%
2006	N/A	-0.85%
2005	N/A	+9.75%
2004	N/A	-17.47%
2003	N/A	+56.69%
2002	N/A	-32.37%
2001	N/A	+45.21%
2000	N/A	-37.90%
1999	N/A	+41.12%

USOI vs KLAC Drawdown Comparison

The maximum drawdown for USOI was -19.44%, occurring on May 5, 2025. Recovery took 281 trading sessions.

The maximum drawdown for KLAC was -83.74%, occurring on Nov 19, 2008. Recovery took 3632 trading sessions.

The current USOI drawdown is -4.99%. The current KLAC drawdown is -3.40%.

Rank	USOI	KLAC
#1	-19.44% Jan 15, 2025 - Mar 2, 2026	-83.74% Apr 7, 2000 - Sep 17, 2014
#2	-13.81% Jul 17, 2024 - Jan 15, 2025	-40.29% Jan 14, 2022 - May 26, 2023
#3	-5.99% Apr 13, 2026 - Apr 21, 2026	-37.23% Jan 2, 2020 - Jun 3, 2020
#4	-5.25% Apr 29, 2026 - May 6, 2026	-34.95% Jul 10, 2024 - Jun 16, 2025
#5	-3.87% Mar 20, 2026 - Mar 27, 2026	-34.53% Dec 23, 2014 - Mar 15, 2016
#6	-1.77% Jul 11, 2024 - Jul 17, 2024	-32.22% Mar 12, 2018 - Mar 15, 2019
#7	-1.29% Apr 23, 2026 - Apr 27, 2026	-22.41% Jan 29, 2026 - Apr 9, 2026
#8	-1.20% Mar 6, 2026 - Mar 12, 2026	-20.63% Aug 17, 2020 - Oct 13, 2020
#9	-0.94% Mar 31, 2026 - Apr 2, 2026	-20.54% Dec 6, 1999 - Dec 21, 1999
#10	-0.72% Apr 6, 2026 - Apr 13, 2026	-20.23% May 3, 2019 - Jul 18, 2019
#11	-0.60% Jul 5, 2024 - Jul 11, 2024	-19.25% Apr 5, 2021 - Sep 13, 2021
#12	-0.59% Jun 24, 2024 - Jun 27, 2024	-19.09% Jun 8, 2017 - Oct 20, 2017
#13	-0.33% Jun 20, 2024 - Jun 24, 2024	-18.86% Sep 18, 2014 - Nov 5, 2014
#14	-0.27% Jun 6, 2024 - Jun 10, 2024	-18.50% Feb 16, 2021 - Apr 1, 2021
#15	-0.21% Jun 27, 2024 - Jul 1, 2024	-18.39% Jan 14, 2000 - Feb 8, 2000

Correlation

Correlation between USOI and KLAC is 0.70 which considered as a strong positive correlation - the stocks tend to move together.

0.70

-101

Dividend Comparison (2005 - 2026)

USOI vs KLAC dividend yield comparison.

Year	USOI	KLAC
2026	18.33%	0.10%
2025	27.21%	0.61%
2024	12.54%	0.96%
2023	0.00%	0.92%
2022	0.00%	1.25%
2021	0.00%	0.91%
2020	0.00%	1.35%
2019	0.00%	1.74%
2018	0.00%	3.17%
2017	0.00%	2.15%
2016	0.00%	2.67%
2015	0.00%	2.94%
2014	0.00%	26.17%
2013	0.00%	2.64%
2012	0.00%	3.14%
2011	0.00%	2.49%
2010	0.00%	2.07%
2009	0.00%	1.66%
2008	0.00%	2.75%
2007	0.00%	1.12%
2006	0.00%	0.96%
2005	0.00%	0.73%