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
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Key characteristics
HCI:
1.57
SPY:
0.68
HCI:
2.01
SPY:
1.13
HCI:
1.29
SPY:
1.17
HCI:
1.76
SPY:
0.76
HCI:
8.62
SPY:
2.93
HCI:
6.86%
SPY:
4.87%
HCI:
39.03%
SPY:
20.29%
HCI:
-78.79%
SPY:
-55.19%
HCI:
-2.62%
SPY:
-3.85%
Returns By Period
In the year-to-date period, HCI achieves a 40.14% return, which is significantly higher than SPY's 0.56% return. Over the past 10 years, HCI has outperformed SPY with an annualized return of 17.09%, while SPY has yielded a comparatively lower 12.67% annualized return.
HCI
40.14%
9.42%
45.81%
60.89%
34.15%
17.09%
SPY
0.56%
8.99%
-0.98%
13.71%
17.23%
12.67%
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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.
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Dividends
HCI vs. SPY - Dividend Comparison
HCI's dividend yield for the trailing twelve months is around 0.98%, less than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCI HCI Group, Inc. | 0.98% | 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 | 1.22% | 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.
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Volatility
HCI vs. SPY - Volatility Comparison
HCI Group, Inc. (HCI) has a higher volatility of 10.44% compared to SPDR S&P 500 ETF (SPY) at 6.24%. 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.
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