HLN vs. SPY
Compare and contrast key facts about Haleon plc (HLN) 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: HLN or SPY.
Correlation
The correlation between HLN and SPY is 0.26, 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
HLN vs. SPY - Performance Comparison
Key characteristics
HLN:
1.32
SPY:
0.20
HLN:
1.79
SPY:
0.42
HLN:
1.26
SPY:
1.06
HLN:
1.68
SPY:
0.21
HLN:
4.01
SPY:
0.92
HLN:
6.56%
SPY:
4.30%
HLN:
20.06%
SPY:
19.83%
HLN:
-24.83%
SPY:
-55.19%
HLN:
-4.68%
SPY:
-15.91%
Returns By Period
In the year-to-date period, HLN achieves a 6.81% return, which is significantly higher than SPY's -12.06% return.
HLN
6.81%
-0.88%
2.10%
24.64%
N/A
N/A
SPY
-12.06%
-8.88%
-11.39%
5.10%
14.70%
11.22%
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Risk-Adjusted Performance
HLN vs. SPY — Risk-Adjusted Performance Rank
HLN
SPY
HLN vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Haleon plc (HLN) 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
HLN vs. SPY - Dividend Comparison
HLN's dividend yield for the trailing twelve months is around 0.50%, less than SPY's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLN Haleon plc | 0.50% | 1.65% | 1.26% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.39% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
HLN vs. SPY - Drawdown Comparison
The maximum HLN drawdown since its inception was -24.83%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HLN and SPY. For additional features, visit the drawdowns tool.
Volatility
HLN vs. SPY - Volatility Comparison
The current volatility for Haleon plc (HLN) is 11.13%, while SPDR S&P 500 ETF (SPY) has a volatility of 14.67%. This indicates that HLN experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.