HDPSX vs. SPYG
Compare and contrast key facts about Hodges Small Cap Fund (HDPSX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
HDPSX is managed by Hodges. It was launched on Dec 18, 2007. 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: HDPSX or SPYG.
Correlation
The correlation between HDPSX and SPYG is 0.76, 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
HDPSX vs. SPYG - Performance Comparison
Key characteristics
HDPSX:
0.17
SPYG:
1.75
HDPSX:
0.37
SPYG:
2.30
HDPSX:
1.06
SPYG:
1.32
HDPSX:
0.16
SPYG:
2.47
HDPSX:
0.46
SPYG:
9.49
HDPSX:
8.51%
SPYG:
3.32%
HDPSX:
22.64%
SPYG:
18.02%
HDPSX:
-65.86%
SPYG:
-67.79%
HDPSX:
-21.04%
SPYG:
-0.74%
Returns By Period
In the year-to-date period, HDPSX achieves a 0.52% return, which is significantly lower than SPYG's 4.33% return. Over the past 10 years, HDPSX has underperformed SPYG with an annualized return of 1.07%, while SPYG has yielded a comparatively higher 15.22% annualized return.
HDPSX
0.52%
-5.05%
-6.06%
4.67%
6.46%
1.07%
SPYG
4.33%
0.99%
14.55%
33.05%
16.64%
15.22%
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HDPSX vs. SPYG - Expense Ratio Comparison
HDPSX has a 1.36% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
HDPSX vs. SPYG — Risk-Adjusted Performance Rank
HDPSX
SPYG
HDPSX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hodges Small Cap Fund (HDPSX) 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
HDPSX vs. SPYG - Dividend Comparison
HDPSX has not paid dividends to shareholders, while SPYG's dividend yield for the trailing twelve months is around 0.58%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDPSX Hodges Small Cap Fund | 0.00% | 0.00% | 5.01% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.02% | 0.00% | 0.00% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.58% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
HDPSX vs. SPYG - Drawdown Comparison
The maximum HDPSX drawdown since its inception was -65.86%, roughly equal to the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for HDPSX and SPYG. For additional features, visit the drawdowns tool.
Volatility
HDPSX vs. SPYG - Volatility Comparison
Hodges Small Cap Fund (HDPSX) and SPDR Portfolio S&P 500 Growth ETF (SPYG) have volatilities of 5.13% and 5.38%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.