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 0.25, 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
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Key characteristics
HLN:
1.40
SPY:
0.70
HLN:
1.90
SPY:
1.13
HLN:
1.27
SPY:
1.17
HLN:
1.82
SPY:
0.76
HLN:
4.37
SPY:
2.93
HLN:
6.56%
SPY:
4.86%
HLN:
20.68%
SPY:
20.29%
HLN:
-24.83%
SPY:
-55.19%
HLN:
-2.88%
SPY:
-3.97%
Returns By Period
In the year-to-date period, HLN achieves a 10.79% return, which is significantly higher than SPY's 0.43% return.
HLN
10.79%
5.07%
13.90%
28.81%
N/A
N/A
SPY
0.43%
9.91%
-1.06%
14.09%
17.31%
12.66%
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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.
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Dividends
HLN vs. SPY - Dividend Comparison
HLN's dividend yield for the trailing twelve months is around 1.61%, more than SPY's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLN Haleon plc | 1.61% | 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 | 1.22% | 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.
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Volatility
HLN vs. SPY - Volatility Comparison
Haleon plc (HLN) has a higher volatility of 6.63% compared to SPDR S&P 500 ETF (SPY) at 6.25%. This indicates that HLN'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.
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