HI vs. SPY
Compare and contrast key facts about Hillenbrand, Inc. (HI) and SPDR S&P 500 ETF (SPY).
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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HI or SPY.
Correlation
The correlation between HI and SPY is 0.56, 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
HI vs. SPY - Performance Comparison
Key characteristics
HI:
-0.56
SPY:
1.91
HI:
-0.59
SPY:
2.57
HI:
0.93
SPY:
1.35
HI:
-0.46
SPY:
2.88
HI:
-0.82
SPY:
11.96
HI:
28.65%
SPY:
2.03%
HI:
41.81%
SPY:
12.68%
HI:
-71.96%
SPY:
-55.19%
HI:
-32.22%
SPY:
0.00%
Returns By Period
In the year-to-date period, HI achieves a 13.65% return, which is significantly higher than SPY's 4.34% return. Over the past 10 years, HI has underperformed SPY with an annualized return of 3.57%, while SPY has yielded a comparatively higher 13.21% annualized return.
HI
13.65%
3.03%
8.21%
-24.54%
7.85%
3.57%
SPY
4.34%
2.33%
10.15%
23.99%
14.44%
13.21%
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Risk-Adjusted Performance
HI vs. SPY — Risk-Adjusted Performance Rank
HI
SPY
HI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hillenbrand, Inc. (HI) and 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.
Dividends
HI vs. SPY - Dividend Comparison
HI's dividend yield for the trailing twelve months is around 2.55%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HI Hillenbrand, Inc. | 2.55% | 2.90% | 1.84% | 2.04% | 1.66% | 2.14% | 2.53% | 2.19% | 1.84% | 2.12% | 2.71% | 2.30% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
HI vs. SPY - Drawdown Comparison
The maximum HI drawdown since its inception was -71.96%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HI and SPY. For additional features, visit the drawdowns tool.
Volatility
HI vs. SPY - Volatility Comparison
Hillenbrand, Inc. (HI) has a higher volatility of 13.18% compared to SPDR S&P 500 ETF (SPY) at 3.13%. This indicates that HI'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.