HCMPX vs. SPHD
Compare and contrast key facts about HCM Dividend Sector Plus Fund (HCMPX) and Invesco S&P 500® High Dividend Low Volatility ETF (SPHD).
HCMPX is managed by Howard Capital Management. It was launched on Mar 10, 2015. 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: HCMPX or SPHD.
Correlation
The correlation between HCMPX and SPHD is 0.70, 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
HCMPX vs. SPHD - Performance Comparison
Key characteristics
HCMPX:
0.14
SPHD:
1.74
HCMPX:
0.31
SPHD:
2.42
HCMPX:
1.05
SPHD:
1.31
HCMPX:
0.15
SPHD:
1.97
HCMPX:
0.44
SPHD:
7.37
HCMPX:
7.37%
SPHD:
2.64%
HCMPX:
23.09%
SPHD:
11.19%
HCMPX:
-33.21%
SPHD:
-41.39%
HCMPX:
-18.24%
SPHD:
-5.38%
Returns By Period
In the year-to-date period, HCMPX achieves a 0.11% return, which is significantly lower than SPHD's 1.07% return.
HCMPX
0.11%
0.11%
-5.46%
4.02%
7.99%
N/A
SPHD
1.07%
1.07%
3.98%
18.96%
7.37%
8.09%
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HCMPX vs. SPHD - Expense Ratio Comparison
HCMPX has a 2.38% expense ratio, which is higher than SPHD's 0.30% expense ratio.
Risk-Adjusted Performance
HCMPX vs. SPHD — Risk-Adjusted Performance Rank
HCMPX
SPHD
HCMPX vs. SPHD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Dividend Sector Plus Fund (HCMPX) 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
HCMPX vs. SPHD - Dividend Comparison
HCMPX has not paid dividends to shareholders, while SPHD's dividend yield for the trailing twelve months is around 3.35%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCMPX HCM Dividend Sector Plus Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.12% | 1.65% | 1.10% | 1.44% | 0.99% | 0.00% |
SPHD Invesco S&P 500® High Dividend Low Volatility ETF | 3.35% | 3.41% | 4.48% | 3.89% | 3.46% | 4.89% | 4.07% | 4.40% | 3.14% | 3.83% | 3.49% | 3.24% |
Drawdowns
HCMPX vs. SPHD - Drawdown Comparison
The maximum HCMPX drawdown since its inception was -33.21%, smaller than the maximum SPHD drawdown of -41.39%. Use the drawdown chart below to compare losses from any high point for HCMPX and SPHD. For additional features, visit the drawdowns tool.
Volatility
HCMPX vs. SPHD - Volatility Comparison
HCM Dividend Sector Plus Fund (HCMPX) has a higher volatility of 5.15% compared to Invesco S&P 500® High Dividend Low Volatility ETF (SPHD) at 3.89%. This indicates that HCMPX'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.