HCI vs. SPY
Compare and contrast key facts about HCI Group, Inc. (HCI) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCI or SPY.
Correlation
The correlation between HCI and SPY is 0.27, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HCI vs. SPY - Performance Comparison
Key characteristics
HCI:
0.88
SPY:
1.82
HCI:
1.39
SPY:
2.45
HCI:
1.20
SPY:
1.33
HCI:
1.04
SPY:
2.76
HCI:
2.67
SPY:
11.44
HCI:
13.16%
SPY:
2.03%
HCI:
39.84%
SPY:
12.74%
HCI:
-78.79%
SPY:
-55.19%
HCI:
-3.63%
SPY:
-1.47%
Returns By Period
In the year-to-date period, HCI achieves a 5.13% return, which is significantly higher than SPY's 2.51% return. Both investments have delivered pretty close results over the past 10 years, with HCI having a 13.19% annualized return and SPY not far ahead at 13.24%.
HCI
5.13%
6.93%
34.11%
33.81%
24.56%
13.19%
SPY
2.51%
1.91%
13.44%
22.11%
14.33%
13.24%
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Risk-Adjusted Performance
HCI vs. SPY — Risk-Adjusted Performance Rank
HCI
SPY
HCI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCI Group, Inc. (HCI) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
HCI vs. SPY - Dividend Comparison
HCI's dividend yield for the trailing twelve months is around 1.31%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCI HCI Group, Inc. | 1.31% | 1.37% | 1.83% | 4.04% | 1.92% | 3.06% | 3.50% | 2.90% | 4.68% | 3.04% | 3.44% | 2.54% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
HCI vs. SPY - Drawdown Comparison
The maximum HCI drawdown since its inception was -78.79%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HCI and SPY. For additional features, visit the drawdowns tool.
Volatility
HCI vs. SPY - Volatility Comparison
HCI Group, Inc. (HCI) has a higher volatility of 7.67% compared to SPDR S&P 500 ETF (SPY) at 3.78%. This indicates that HCI's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.