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UVSP vs SPY

Comparison between Univest Financial Corp (UVSP, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UVSP, delivering a return of +13.3% compared to +10.6%

UVSP vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
UVSP
$1.10B
Winner
SPY
$735B
Expense Ratio
UVSP
N/A
SPY
0.09%
Max Drawdown
UVSP
66.70%
Winner
SPY
56.47%
Sharpe Ratio
UVSP
1.38
Winner
SPY
1.62
5Y Beta
Winner
UVSP
0.86
SPY
1.00
Industry
UVSP
Banks - Regional
SPY
N/A
P/E Ratio
Winner
UVSP
11.70
SPY
28.99
Forward P/E
Winner
UVSP
13.02
SPY
22.37
PEG Ratio
UVSP
0.46
SPY
N/A
Dividend Yield
UVSP
2.18%
SPY
N/A
5Y Dividends CAGR
Winner
UVSP
13.09%
SPY
5.43%
5Y EPS CAGR
UVSP
4.64%
Winner
SPY
26.05%
Debt to Equity
Winner
UVSP
2.75%
SPY
32.40%
Free Cash Flow Yield
UVSP
9.81%
SPY
N/A
P/S Ratio
Winner
UVSP
3.39
SPY
3.74
P/B Ratio
Winner
UVSP
1.15
SPY
5.61

UVSP vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
UVSP
+5.21%
SPY
+1.90%
3M
Winner
UVSP
+21.24%
SPY
+8.55%
6M
Winner
UVSP
+22.74%
SPY
+8.18%
1Y
Winner
UVSP
+44.77%
SPY
+25.79%
5Y(CAGR)
UVSP
+10.59%
Winner
SPY
+13.32%
10Y(CAGR)
UVSP
+10.48%
Winner
SPY
+15.19%
Max(CAGR)
UVSP
+8.04%
Winner
SPY
+8.47%

UVSP vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUVSPSPY
2026+27.23%+8.26%
2025+16.07%+18.00%
2024+38.94%+25.59%
2023-11.76%+26.72%
2022-11.02%-18.64%
2021+50.25%+30.52%
2020-19.95%+17.28%
2019+26.16%+31.09%
2018-20.77%-5.24%
2017-6.48%+20.78%
2016+56.59%+13.59%
2015+8.74%+1.31%
2014+2.24%+14.56%
2013+20.31%+29.00%
2012+19.38%+14.17%
2011-21.77%+0.85%
2010+12.79%+13.14%
2009-44.90%+22.67%
2008+58.79%-36.25%
2007-29.61%+5.32%
2006+28.43%+13.85%
2005-18.45%+5.32%
2004+13.27%+10.75%
2003+34.55%+24.18%
2002+17.97%-22.42%
2001+63.07%-10.13%
2000-9.17%-8.84%
1999+6.15%+8.61%

UVSP vs SPY Drawdown Comparison

The maximum drawdown for UVSP was -62.00%, occurring on Sep 21, 2011. Recovery took 2046 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current SPY drawdown is -2.90%.

RankUVSPSPY
#1-62.00%
Sep 30, 2008 - Nov 14, 2016		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-53.40%
Sep 28, 2017 - Mar 8, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-45.42%
Jan 6, 2022 - Jul 26, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-45.42%
Jan 27, 2004 - Sep 16, 2008		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-24.47%
Jan 27, 2000 - Apr 20, 2001		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-21.09%
Mar 3, 2003 - Dec 3, 2003		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-20.92%
Nov 6, 2024 - Jul 3, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-16.84%
Dec 29, 2016 - Sep 20, 2017		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.44%
Jun 8, 2021 - Nov 1, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-14.64%
Sep 16, 2008 - Sep 18, 2008		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-14.01%
Jul 3, 2025 - Nov 25, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-13.61%
Jul 26, 2024 - Sep 19, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.96%
Sep 19, 2008 - Sep 30, 2008		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-10.59%
Nov 11, 2021 - Jan 4, 2022		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-9.71%
Mar 12, 2021 - Jun 7, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UVSP and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.

0.88
-101

Dividend Comparison (1999 - 2026)

UVSP vs SPY dividend yield comparison.

YearUVSPSPY
20261.11%0.24%
20252.66%1.07%
20242.85%1.21%
20233.81%1.40%
20223.18%1.65%
20212.67%1.20%
20202.92%1.52%
20192.99%1.75%
20183.71%2.04%
20172.85%1.80%
20162.59%2.03%
20153.84%2.06%
20143.95%1.87%
20133.87%1.81%
20124.68%2.18%
20115.46%2.05%
20104.17%1.80%
20094.56%1.95%
20082.49%3.02%
20073.79%1.85%
20062.56%1.73%
20052.95%1.73%
20042.17%1.82%
20031.89%1.47%
20022.27%1.70%
20012.32%1.25%
20003.31%1.15%
19990.67%0.24%

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