HDPBX vs. SPYG
Compare and contrast key facts about Hodges Blue Chip Equity Income Fund (HDPBX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
HDPBX is managed by Hodges. It was launched on Sep 10, 2009. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HDPBX or SPYG.
Correlation
The correlation between HDPBX and SPYG is 0.88, 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
HDPBX vs. SPYG - Performance Comparison
Key characteristics
HDPBX:
0.95
SPYG:
1.64
HDPBX:
1.19
SPYG:
2.17
HDPBX:
1.22
SPYG:
1.30
HDPBX:
1.09
SPYG:
2.33
HDPBX:
2.98
SPYG:
8.95
HDPBX:
5.69%
SPYG:
3.32%
HDPBX:
17.85%
SPYG:
18.18%
HDPBX:
-37.07%
SPYG:
-67.79%
HDPBX:
-11.72%
SPYG:
-3.03%
Returns By Period
In the year-to-date period, HDPBX achieves a 3.76% return, which is significantly higher than SPYG's 1.92% return. Over the past 10 years, HDPBX has underperformed SPYG with an annualized return of 5.43%, while SPYG has yielded a comparatively higher 14.95% annualized return.
HDPBX
3.76%
-1.24%
-0.27%
14.25%
7.88%
5.43%
SPYG
1.92%
-2.53%
10.64%
25.88%
16.08%
14.95%
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HDPBX vs. SPYG - Expense Ratio Comparison
HDPBX has a 1.30% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
HDPBX vs. SPYG — Risk-Adjusted Performance Rank
HDPBX
SPYG
HDPBX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hodges Blue Chip Equity Income Fund (HDPBX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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
HDPBX vs. SPYG - Dividend Comparison
HDPBX's dividend yield for the trailing twelve months is around 0.53%, less than SPYG's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDPBX Hodges Blue Chip Equity Income Fund | 0.53% | 0.55% | 0.90% | 0.67% | 0.53% | 0.75% | 0.75% | 1.01% | 0.92% | 1.01% | 0.11% | 0.21% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.59% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
HDPBX vs. SPYG - Drawdown Comparison
The maximum HDPBX drawdown since its inception was -37.07%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for HDPBX and SPYG. For additional features, visit the drawdowns tool.
Volatility
HDPBX vs. SPYG - Volatility Comparison
The current volatility for Hodges Blue Chip Equity Income Fund (HDPBX) is 4.98%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.73%. This indicates that HDPBX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.