HCMKX vs. SPHD
Compare and contrast key facts about HCM Income Plus Fund (HCMKX) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD).
HCMKX is managed by Howard Capital Management. It was launched on Nov 8, 2016. 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: HCMKX or SPHD.
Correlation
The correlation between HCMKX and SPHD is 0.45, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HCMKX vs. SPHD - Performance Comparison
Key characteristics
HCMKX:
0.36
SPHD:
2.19
HCMKX:
0.55
SPHD:
3.04
HCMKX:
1.08
SPHD:
1.40
HCMKX:
0.44
SPHD:
2.42
HCMKX:
1.03
SPHD:
8.51
HCMKX:
6.57%
SPHD:
2.79%
HCMKX:
18.83%
SPHD:
10.85%
HCMKX:
-28.58%
SPHD:
-41.39%
HCMKX:
-12.07%
SPHD:
-4.48%
Returns By Period
In the year-to-date period, HCMKX achieves a 1.86% return, which is significantly lower than SPHD's 2.03% return.
HCMKX
1.86%
2.30%
-0.36%
5.11%
7.16%
N/A
SPHD
2.03%
2.82%
3.81%
21.32%
6.99%
8.29%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HCMKX vs. SPHD - Expense Ratio Comparison
HCMKX has a 2.10% expense ratio, which is higher than SPHD's 0.30% expense ratio.
Risk-Adjusted Performance
HCMKX vs. SPHD — Risk-Adjusted Performance Rank
HCMKX
SPHD
HCMKX vs. SPHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Income Plus Fund (HCMKX) 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.
Dividends
HCMKX vs. SPHD - Dividend Comparison
HCMKX has not paid dividends to shareholders, while SPHD's dividend yield for the trailing twelve months is around 3.32%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCMKX HCM Income Plus Fund | 0.00% | 0.00% | 0.04% | 0.00% | 0.00% | 0.00% | 0.17% | 0.85% | 1.54% | 0.59% | 0.00% | 0.00% |
SPHD Invesco S&P 500® High Dividend Low Volatility ETF | 3.32% | 3.41% | 4.48% | 3.89% | 3.46% | 4.89% | 4.07% | 4.40% | 3.14% | 3.83% | 3.49% | 3.24% |
Drawdowns
HCMKX vs. SPHD - Drawdown Comparison
The maximum HCMKX drawdown since its inception was -28.58%, smaller than the maximum SPHD drawdown of -41.39%. Use the drawdown chart below to compare losses from any high point for HCMKX and SPHD. For additional features, visit the drawdowns tool.
Volatility
HCMKX vs. SPHD - Volatility Comparison
HCM Income Plus Fund (HCMKX) has a higher volatility of 4.42% compared to Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) at 3.30%. This indicates that HCMKX's price experiences larger fluctuations and is considered to be riskier than SPHD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.