HL vs. SPUS
Compare and contrast key facts about Hecla Mining Company (HL) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS).
SPUS is a passively managed fund by Toroso Investments that tracks the performance of the S&P 500 Shariah Industry Exclusions Index. It was launched on Dec 18, 2019.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HL or SPUS.
Key characteristics
| HL | SPUS | |
|---|---|---|
| YTD Return | -0.68% | 7.15% |
| 1Y Return | -19.38% | 27.27% |
| 3Y Return (Ann) | -9.02% | 10.91% |
| Sharpe Ratio | -0.39 | 1.95 |
| Daily Std Dev | 51.75% | 13.50% |
| Max Drawdown | -97.96% | -30.80% |
| Current Drawdown | -79.31% | -3.88% |
Correlation
The correlation between HL and SPUS is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HL vs. SPUS - Performance Comparison
In the year-to-date period, HL achieves a -0.68% return, which is significantly lower than SPUS's 7.15% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
HL vs. SPUS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hecla Mining Company (HL) and SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS). 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
HL vs. SPUS - Dividend Comparison
HL's dividend yield for the trailing twelve months is around 0.52%, less than SPUS's 0.82% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HL Hecla Mining Company | 0.52% | 0.52% | 0.40% | 0.72% | 0.25% | 0.29% | 0.42% | 0.25% | 0.19% | 0.53% | 0.36% | 0.65% |
SPUS SP Funds S&P 500 Sharia Industry Exclusions ETF | 0.82% | 0.87% | 1.21% | 0.93% | 1.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HL vs. SPUS - Drawdown Comparison
The maximum HL drawdown since its inception was -97.96%, which is greater than SPUS's maximum drawdown of -30.80%. Use the drawdown chart below to compare losses from any high point for HL and SPUS. For additional features, visit the drawdowns tool.
Volatility
HL vs. SPUS - Volatility Comparison
Hecla Mining Company (HL) has a higher volatility of 11.35% compared to SP Funds S&P 500 Sharia Industry Exclusions ETF (SPUS) at 4.86%. This indicates that HL's price experiences larger fluctuations and is considered to be riskier than SPUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.