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UVV vs SPY

Comparison between Universal Corp (UVV, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed UVV, delivering a return of +13.3% compared to +4.8%

UVV vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
UVV
$1.38B
Winner
SPY
$735B
Expense Ratio
UVV
N/A
SPY
0.09%
Max Drawdown
UVV
61.51%
Winner
SPY
56.47%
Sharpe Ratio
UVV
-0.27
Winner
SPY
1.62
5Y Beta
Winner
UVV
0.19
SPY
1.00
Industry
UVV
Tobacco
SPY
N/A
P/E Ratio
Winner
UVV
10.19
SPY
28.99
Forward P/E
Winner
UVV
12.06
SPY
22.37
PEG Ratio
UVV
0.40
SPY
N/A
Dividend Yield
UVV
6.18%
SPY
N/A
5Y Dividends CAGR
UVV
1.27%
Winner
SPY
5.43%
5Y EPS CAGR
UVV
12.73%
Winner
SPY
26.05%
Debt to Equity
UVV
41.58%
Winner
SPY
32.40%
Free Cash Flow Yield
UVV
3.81%
SPY
N/A
P/S Ratio
Winner
UVV
0.47
SPY
3.74
P/B Ratio
Winner
UVV
0.93
SPY
5.61

UVV vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
UVV
-0.59%
Winner
SPY
+1.90%
3M
UVV
+3.75%
Winner
SPY
+8.55%
6M
UVV
+6.12%
Winner
SPY
+8.18%
1Y
UVV
-5.60%
Winner
SPY
+25.79%
5Y(CAGR)
UVV
+4.83%
Winner
SPY
+13.32%
10Y(CAGR)
UVV
+5.23%
Winner
SPY
+15.19%
Max(CAGR)
UVV
+7.90%
Winner
SPY
+8.47%

UVV vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearUVVSPY
2026+5.46%+8.26%
2025+2.60%+18.00%
2024-13.12%+25.59%
2023+34.83%+26.72%
2022-0.16%-18.64%
2021+19.19%+30.52%
2020-8.74%+17.28%
2019+9.77%+31.09%
2018+7.15%-5.24%
2017-14.71%+20.78%
2016+19.60%+13.59%
2015+40.93%+1.31%
2014-13.05%+14.56%
2013+7.56%+29.00%
2012+12.11%+14.17%
2011+18.21%+0.85%
2010-11.17%+13.14%
2009+56.53%+22.67%
2008-41.82%-36.25%
2007+6.55%+5.32%
2006+18.36%+13.85%
2005-6.39%+5.32%
2004+11.30%+10.75%
2003+22.01%+24.18%
2002+3.32%-22.42%
2001+9.27%-10.13%
2000+66.82%-8.84%
1999-5.70%+8.61%

UVV vs SPY Drawdown Comparison

The maximum drawdown for UVV was -59.83%, occurring on Mar 9, 2009. Recovery took 1218 trading sessions.

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

The current UVV drawdown is -12.60%. The current SPY drawdown is -2.90%.

RankUVVSPY
#1-59.83%
Mar 25, 2008 - Jan 24, 2013		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-48.12%
Nov 8, 1999 - Aug 16, 2000		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-45.67%
Feb 8, 2017 - May 17, 2022		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-36.07%
Aug 5, 2013 - Aug 5, 2015		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-32.74%
May 21, 2007 - Mar 19, 2008		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-29.64%
Dec 29, 2023 - May 30, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-28.66%
Jun 1, 2022 - Dec 4, 2023		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-27.84%
Apr 22, 2004 - Dec 19, 2006		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-25.53%
Aug 24, 2001 - Apr 23, 2002		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-25.33%
May 13, 2002 - May 30, 2003		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-20.68%
May 30, 2025 - Oct 30, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-19.57%
Aug 5, 2015 - Mar 29, 2016		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-12.23%
Aug 25, 2016 - Dec 9, 2016		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-12.21%
Dec 28, 2000 - Feb 9, 2001		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.75%
Jan 25, 2017 - Feb 8, 2017		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between UVV and SPY is 0.90 which considered as a strong positive correlation - the stocks tend to move together.

0.90
-101

Dividend Comparison (1999 - 2026)

UVV vs SPY dividend yield comparison.

YearUVVSPY
20263.05%0.24%
20256.18%1.07%
20245.87%1.21%
20234.72%1.40%
20225.95%1.65%
20215.64%1.20%
20206.30%1.52%
20195.29%1.75%
20184.80%2.04%
20174.11%1.80%
20163.33%2.03%
20153.71%2.06%
20144.64%1.87%
20133.66%1.81%
20123.93%2.18%
20114.18%2.05%
20104.62%1.80%
20094.03%1.95%
20086.03%3.02%
20073.44%1.85%
20063.51%1.73%
20053.87%1.73%
20043.26%1.82%
20033.26%1.47%
20022.76%1.70%
20014.39%1.25%
20003.54%1.15%
19990.00%0.24%

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