HCMDX vs. SPHD
Compare and contrast key facts about HCM Tactical Growth Fund (HCMDX) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD).
HCMDX is managed by Howard Capital Management. It was launched on Jul 30, 2014. SPHD is a passively managed fund by Invesco that tracks the performance of the S&P Low Volatility High Dividend index. It was launched on Oct 18, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HCMDX or SPHD.
Correlation
The correlation between HCMDX and SPHD is 1.00, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HCMDX vs. SPHD - Performance Comparison
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Key characteristics
HCMDX:
11.37%
SPHD:
14.34%
HCMDX:
-0.76%
SPHD:
-41.39%
HCMDX:
-0.08%
SPHD:
-7.19%
Returns By Period
HCMDX
N/A
N/A
N/A
N/A
N/A
N/A
SPHD
-0.86%
2.73%
-4.50%
9.28%
13.40%
7.98%
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HCMDX vs. SPHD - Expense Ratio Comparison
HCMDX has a 2.84% expense ratio, which is higher than SPHD's 0.30% expense ratio.
Risk-Adjusted Performance
HCMDX vs. SPHD — Risk-Adjusted Performance Rank
HCMDX
SPHD
HCMDX vs. SPHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Tactical Growth Fund (HCMDX) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD). 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
HCMDX vs. SPHD - Dividend Comparison
HCMDX has not paid dividends to shareholders, while SPHD's dividend yield for the trailing twelve months is around 3.44%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCMDX HCM Tactical Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPHD Invesco S&P 500® High Dividend Low Volatility ETF | 3.44% | 3.41% | 4.48% | 3.89% | 3.45% | 4.89% | 4.07% | 4.40% | 3.14% | 3.83% | 3.49% | 3.24% |
Drawdowns
HCMDX vs. SPHD - Drawdown Comparison
The maximum HCMDX drawdown since its inception was -0.76%, smaller than the maximum SPHD drawdown of -41.39%. Use the drawdown chart below to compare losses from any high point for HCMDX and SPHD. For additional features, visit the drawdowns tool.
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Volatility
HCMDX vs. SPHD - Volatility Comparison
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