USOI vs SHEL
Comparison between UBS AG London Branch (USOI, Company) and Shell Plc ADR (Representing - ) (SHEL, Company).
USOI vs SHEL - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap
USOI
$215B
Winner
SHEL
$225B
Max Drawdown
Winner
USOI
39.71%
SHEL
77.73%
Sharpe Ratio
Winner
USOI
0.88
SHEL
0.58
5Y Beta
USOI
N/A
SHEL
0.44
Industry
USOI
N/A
SHEL
Oil & Gas Integrated
P/E Ratio
Winner
USOI
-44.70
SHEL
12.30
Forward P/E
USOI
N/A
SHEL
7.01
PEG Ratio
USOI
N/A
SHEL
0.24
Dividend Yield
USOI
N/A
SHEL
1.84%
5Y Dividends CAGR
USOI
N/A
SHEL
17.28%
Debt to Equity
USOI
467.72%
Winner
SHEL
43.58%
Free Cash Flow Yield
Winner
USOI
17.72%
SHEL
8.37%
P/S Ratio
USOI
N/A
SHEL
0.82
P/B Ratio
USOI
N/A
SHEL
1.26
USOI vs SHEL - Historical Returns
Returns include dividend reinvestment.
1M
USOI
-12.90%
Winner
SHEL
-7.06%
3M
Winner
USOI
+6.62%
SHEL
-11.38%
6M
Winner
USOI
+27.83%
SHEL
+11.79%
1Y
Winner
USOI
+26.38%
SHEL
+16.77%
5Y(CAGR)
USOI
N/A
SHEL
+19.91%
10Y(CAGR)
USOI
N/A
SHEL
+8.63%
Max(CAGR)
Winner
USOI
+11.54%
SHEL
+6.84%
USOI vs SHEL - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | USOI | SHEL |
|---|---|---|
| 2026 | +28.47% | +7.55% |
| 2025 | -9.43% | +21.28% |
| 2024 | +6.91% | -1.05% |
| 2023 | N/A | +22.28% |
| 2022 | N/A | +32.25% |
| 2021 | N/A | +31.73% |
| 2020 | N/A | -41.70% |
| 2019 | N/A | +4.89% |
| 2018 | N/A | -8.77% |
| 2017 | N/A | +19.93% |
| 2016 | N/A | +34.66% |
| 2015 | N/A | -29.09% |
| 2014 | N/A | -1.99% |
| 2013 | N/A | +11.34% |
| 2012 | N/A | -3.74% |
| 2011 | N/A | +18.83% |
| 2010 | N/A | +17.44% |
| 2009 | N/A | +15.82% |
| 2008 | N/A | -35.05% |
| 2007 | N/A | +22.25% |
| 2006 | N/A | +9.42% |
| 2005 | N/A | +34.86% |
| 2004 | N/A | +18.37% |
| 2003 | N/A | +17.48% |
| 2002 | N/A | -2.33% |
| 2001 | N/A | -15.46% |
| 2000 | N/A | +5.71% |
| 1999 | N/A | +7.39% |
USOI vs SHEL Drawdown Comparison
The maximum drawdown for USOI was -19.44%, occurring on May 5, 2025. Recovery took 281 trading sessions.
The maximum drawdown for SHEL was -71.56%, occurring on Mar 18, 2020. Recovery took 1190 trading sessions.
The current USOI drawdown is -17.26%. The current SHEL drawdown is -14.62%.
| Rank | USOI | SHEL |
|---|---|---|
| #1 | -19.44% Jan 15, 2025 - Mar 2, 2026 | -71.56% May 21, 2018 - Feb 10, 2023 |
| #2 | -17.26% May 19, 2026 - Jun 22, 2026 | -54.81% May 21, 2008 - Apr 1, 2011 |
| #3 | -13.81% Jul 17, 2024 - Jan 15, 2025 | -54.15% Jul 2, 2014 - Jan 12, 2018 |
| #4 | -5.99% Apr 13, 2026 - Apr 21, 2026 | -36.27% Jun 5, 2001 - Nov 3, 2004 |
| #5 | -5.25% Apr 29, 2026 - May 12, 2026 | -25.53% Oct 31, 2007 - May 21, 2008 |
| #6 | -3.87% Mar 20, 2026 - Mar 27, 2026 | -21.66% Jan 10, 2000 - May 11, 2000 |
| #7 | -1.77% Jul 11, 2024 - Jul 17, 2024 | -21.53% May 2, 2011 - Dec 23, 2011 |
| #8 | -1.29% Apr 23, 2026 - Apr 27, 2026 | -18.47% Mar 27, 2025 - Jun 13, 2025 |
| #9 | -1.20% Mar 6, 2026 - Mar 12, 2026 | -17.86% Jul 9, 2007 - Oct 26, 2007 |
| #10 | -0.94% Mar 31, 2026 - Apr 2, 2026 | -16.76% Oct 12, 2000 - Jun 4, 2001 |
| #11 | -0.72% Apr 6, 2026 - Apr 13, 2026 | -16.15% Aug 26, 2024 - Mar 20, 2025 |
| #12 | -0.60% Jul 5, 2024 - Jul 11, 2024 | -16.04% Jan 3, 2012 - Sep 13, 2012 |
| #13 | -0.59% Jun 24, 2024 - Jun 27, 2024 | -15.53% Apr 7, 2026 - Jun 18, 2026 |
| #14 | -0.48% May 12, 2026 - May 14, 2026 | -14.50% Nov 10, 2006 - May 4, 2007 |
| #15 | -0.33% Jun 20, 2024 - Jun 24, 2024 | -13.89% Nov 18, 1999 - Jan 10, 2000 |
Correlation
Correlation between USOI and SHEL is 0.76 which considered as a strong positive correlation - the stocks tend to move together.
0.76
-101
Dividend Comparison (2000 - 2026)
USOI vs SHEL dividend yield comparison.
| Year | USOI | SHEL |
|---|---|---|
| 2026 | 33.99% | 1.91% |
| 2025 | 27.21% | 3.90% |
| 2024 | 12.54% | 4.39% |
| 2023 | 0.00% | 3.76% |
| 2022 | 0.00% | 3.48% |
| 2021 | 0.00% | 3.78% |
| 2020 | 0.00% | 5.69% |
| 2019 | 0.00% | 6.27% |
| 2018 | 0.00% | 6.27% |
| 2017 | 0.00% | 2.75% |
| 2016 | 0.00% | 6.49% |
| 2015 | 0.00% | 8.17% |
| 2014 | 0.00% | 5.35% |
| 2013 | 0.00% | 4.74% |
| 2012 | 0.00% | 4.82% |
| 2011 | 0.00% | 4.42% |
| 2010 | 0.00% | 5.04% |
| 2009 | 0.00% | 5.71% |
| 2008 | 0.00% | 6.07% |
| 2007 | 0.00% | 3.39% |
| 2006 | 0.00% | 3.44% |
| 2005 | 0.00% | 4.39% |
| 2004 | 0.00% | 3.40% |
| 2003 | 0.00% | 3.32% |
| 2002 | 0.00% | 3.42% |
| 2001 | 0.00% | 3.03% |
| 2000 | 0.00% | 2.81% |
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