HCMPX vs. SPY
Compare and contrast key facts about HCM Dividend Sector Plus Fund (HCMPX) and State Street SPDR S&P 500 ETF (SPY).
HCMPX is managed by Howard Capital Management. It was launched on Mar 10, 2015. 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.
Performance
HCMPX vs. SPY - Performance Comparison
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HCMPX vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HCMPX HCM Dividend Sector Plus Fund | -5.93% | 15.92% | 43.56% | 16.87% | -22.96% | 36.55% | 27.80% | 24.02% | -14.61% | 17.02% |
SPY State Street SPDR S&P 500 ETF | -4.37% | 17.72% | 24.89% | 26.18% | -18.18% | 28.73% | 18.33% | 31.22% | -4.57% | 21.71% |
Returns By Period
In the year-to-date period, HCMPX achieves a -5.93% return, which is significantly lower than SPY's -4.37% return. Both investments have delivered pretty close results over the past 10 years, with HCMPX having a 13.89% annualized return and SPY not far ahead at 13.98%.
HCMPX
- 1D
- -0.10%
- 1M
- -7.28%
- YTD
- -5.93%
- 6M
- -3.57%
- 1Y
- 19.80%
- 3Y*
- 21.93%
- 5Y*
- 12.23%
- 10Y*
- 13.89%
SPY
- 1D
- 2.91%
- 1M
- -4.94%
- YTD
- -4.37%
- 6M
- -1.82%
- 1Y
- 17.59%
- 3Y*
- 18.19%
- 5Y*
- 11.69%
- 10Y*
- 13.98%
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HCMPX vs. SPY - Expense Ratio Comparison
HCMPX has a 2.38% expense ratio, which is higher than SPY's 0.09% expense ratio.
Return for Risk
HCMPX vs. SPY — Risk / Return Rank
HCMPX
SPY
HCMPX vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HCM Dividend Sector Plus Fund (HCMPX) and State Street 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.
| HCMPX | SPY | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.93 | +0.16 |
Sortino ratioReturn per unit of downside risk | 1.55 | 1.45 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.22 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 1.56 | 1.53 | +0.04 |
Martin ratioReturn relative to average drawdown | 5.77 | 7.30 | -1.53 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HCMPX | SPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.93 | +0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.63 | 0.69 | -0.06 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.69 | 0.78 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.64 | 0.56 | +0.08 |
Correlation
The correlation between HCMPX and SPY is 0.93, 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.
Dividends
HCMPX vs. SPY - Dividend Comparison
HCMPX's dividend yield for the trailing twelve months is around 0.46%, less than SPY's 1.14% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HCMPX HCM Dividend Sector Plus Fund | 0.46% | 0.43% | 29.52% | 5.15% | 8.57% | 0.00% | 0.00% | 0.15% | 12.87% | 8.64% | 4.18% | 2.18% |
SPY State Street SPDR S&P 500 ETF | 1.14% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Drawdowns
HCMPX vs. SPY - Drawdown Comparison
The maximum HCMPX drawdown since its inception was -28.88%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HCMPX and SPY.
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Drawdown Indicators
| HCMPX | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -28.88% | -55.19% | +26.31% |
Max Drawdown (1Y)Largest decline over 1 year | -10.42% | -12.05% | +1.63% |
Max Drawdown (5Y)Largest decline over 5 years | -26.86% | -24.50% | -2.36% |
Max Drawdown (10Y)Largest decline over 10 years | -28.88% | -33.72% | +4.84% |
Current DrawdownCurrent decline from peak | -9.15% | -6.24% | -2.91% |
Average DrawdownAverage peak-to-trough decline | -8.04% | -9.09% | +1.05% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.82% | 2.52% | +0.30% |
Volatility
HCMPX vs. SPY - Volatility Comparison
HCM Dividend Sector Plus Fund (HCMPX) has a higher volatility of 5.73% compared to State Street SPDR S&P 500 ETF (SPY) at 5.31%. This indicates that HCMPX'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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Volatility by Period
| HCMPX | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.73% | 5.31% | +0.42% |
Volatility (6M)Calculated over the trailing 6-month period | 13.95% | 9.47% | +4.48% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.46% | 19.05% | -0.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.66% | 17.06% | +2.60% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.21% | 17.92% | +2.29% |