State Street SPDR S&P 500 ETF (SPY) vs UnitedHealth Group Incorporated (UNH)
Over the past 10 years, UNH lagged SPY — 13.19% vs 15.36% annualized total return (price plus dividends).
A side-by-side comparison of State Street SPDR S&P 500 ETF and UnitedHealth Group Incorporated across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 10, 2026. Differences are shown without an overall score or investment verdict.
Total return — SPY vs UNH
growth of $100 · dividends reinvested · last 10yMetrics side by side
Did UNH beat SPY?
Over the past 10 years, UNH lagged SPY — 13.19% vs 15.36% annualized total return (price plus dividends).
Total return (annualized)
| Metric | SPY | UNH |
|---|---|---|
| Total return (1Y) | 17.49% | 16.02% |
| Total return CAGR (3Y) | 20.82% | -4.70% |
| Total return CAGR (5Y) | 12.73% | 0.70% |
| Total return CAGR (10Y) | 15.36% | 13.19% |
SPY is an index fund, so valuation, profitability, and per-company growth metrics don't apply — the head-to-head here is total return (price plus reinvested dividends).
Frequently asked
- Has UNH beaten SPY?
- Over the past 10 years, UNH lagged SPY — 13.19% vs 15.36% annualized total return (price plus dividends).
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Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 10, 2026.