StockComparison Logo
vs

UTMD vs SPY

Comparison between Utah Medical Products Inc (UTMD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UTMD, delivering a return of +13.4% compared to -2.2%

UTMD vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
UTMD
$218M
Winner
SPY
$784B
Expense Ratio
UTMD
N/A
SPY
0.09%
Max Drawdown
UTMD
58.50%
Winner
SPY
56.47%
Sharpe Ratio
UTMD
0.86
Winner
SPY
1.56
5Y Beta
Winner
UTMD
0.40
SPY
1.00
Industry
UTMD
Medical Instruments & Supplies
SPY
N/A
P/E Ratio
Winner
UTMD
20.22
SPY
28.29
Forward P/E
Winner
UTMD
13.04
SPY
21.75
PEG Ratio
UTMD
4.25
SPY
N/A
Dividend Yield
UTMD
1.79%
SPY
N/A
5Y Dividends CAGR
UTMD
1.71%
Winner
SPY
5.43%
5Y EPS CAGR
UTMD
1.49%
Winner
SPY
25.98%
Debt to Equity
Winner
UTMD
0.00%
SPY
30.79%
Free Cash Flow Yield
UTMD
5.96%
SPY
N/A
P/S Ratio
UTMD
5.77
Winner
SPY
3.79
P/B Ratio
Winner
UTMD
1.79
SPY
5.67

UTMD vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UTMD
+6.30%
SPY
+0.48%
3M
UTMD
+8.83%
Winner
SPY
+11.67%
6M
Winner
UTMD
+17.95%
SPY
+9.42%
1Y
UTMD
+20.73%
Winner
SPY
+24.27%
5Y(CAGR)
UTMD
-2.18%
Winner
SPY
+13.36%
10Y(CAGR)
UTMD
+2.24%
Winner
SPY
+15.42%
Max(CAGR)
Winner
UTMD
+11.43%
SPY
+8.49%

UTMD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUTMDSPY
2026+20.65%+8.88%
2025-6.85%+18.00%
2024-25.02%+25.59%
2023-12.70%+26.72%
2022+4.88%-18.64%
2021+22.82%+30.52%
2020-20.03%+17.28%
2019+28.82%+31.09%
2018+5.97%-5.24%
2017+15.73%+20.78%
2016+26.05%+13.59%
2015+3.00%+1.31%
2014+18.20%+14.56%
2013+52.16%+29.00%
2012+35.89%+14.17%
2011+3.67%+0.85%
2010-3.52%+13.14%
2009+26.84%+22.67%
2008-23.28%-36.25%
2007-7.37%+5.32%
2006+10.45%+13.85%
2005+47.68%+5.32%
2004-10.81%+10.75%
2003+35.37%+24.18%
2002+44.70%-22.42%
2001+81.47%-10.13%
2000+16.46%-8.84%
1999+5.80%+8.61%

UTMD vs SPY Drawdown Comparison

The maximum drawdown for UTMD was -55.58%, occurring on Apr 30, 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 UTMD drawdown is -40.56%. The current SPY drawdown is -2.35%.

RankUTMDSPY
#1-55.58%
Nov 22, 2021 - Apr 30, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-36.07%
Aug 3, 2004 - Oct 24, 2005		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-35.27%
Jun 20, 2018 - Nov 18, 2021		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-35.14%
Mar 23, 2007 - Jan 10, 2012		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-28.68%
Aug 1, 2001 - Jan 15, 2002		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-25.06%
Jul 9, 2013 - Mar 20, 2015		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-25.00%
Sep 6, 2000 - Dec 14, 2000		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-19.11%
Dec 30, 2016 - Jun 19, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-18.88%
Mar 20, 2015 - Mar 14, 2016		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-17.81%
Feb 8, 2001 - Jun 1, 2001		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-16.05%
Dec 14, 2000 - Jan 30, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-15.73%
Mar 13, 2000 - Aug 14, 2000		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-15.53%
Apr 1, 2002 - Sep 20, 2002		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.52%
Jul 13, 2016 - Nov 23, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-14.40%
Jun 11, 2001 - Jul 19, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UTMD and SPY is 0.74 which considered as a strong positive correlation - the stocks tend to move together.

0.74
-101

Dividend Comparison (1999 - 2026)

UTMD vs SPY dividend yield comparison.

YearUTMDSPY
20260.46%0.24%
20252.19%1.07%
20241.96%1.21%
20231.41%1.40%
20221.16%1.65%
20212.85%1.20%
20201.33%1.52%
20191.02%1.75%
20181.31%2.04%
20171.31%1.80%
20161.44%2.03%
20151.75%2.06%
20141.67%1.87%
20131.72%1.81%
20122.68%2.18%
20113.50%2.05%
20106.19%1.80%
20093.15%1.95%
20084.12%3.02%
20072.98%1.85%
20062.37%1.73%
20051.97%1.73%
20042.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

Select Stocks to Compare

Popular: UTMD vs SPY