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.
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.
Performance
HLN vs. SPY - Performance Comparison
Loading data...
Key characteristics
HLN:
1.81
SPY:
0.68
HLN:
2.44
SPY:
1.11
HLN:
1.35
SPY:
1.16
HLN:
2.48
SPY:
0.75
HLN:
5.94
SPY:
2.86
HLN:
6.56%
SPY:
4.93%
HLN:
20.84%
SPY:
20.44%
HLN:
-24.83%
SPY:
-55.19%
HLN:
0.00%
SPY:
-3.01%
Returns By Period
In the year-to-date period, HLN achieves a 20.97% return, which is significantly higher than SPY's 1.44% return.
HLN
20.97%
6.64%
19.34%
37.47%
N/A
N/A
N/A
SPY
1.44%
4.58%
-1.18%
13.82%
14.68%
15.35%
12.88%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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.
Loading data...
Dividends
HLN vs. SPY - Dividend Comparison
HLN's dividend yield for the trailing twelve months is around 1.48%, more than SPY's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HLN Haleon plc | 1.48% | 1.66% | 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 | 1.21% | 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.
Loading data...
Volatility
HLN vs. SPY - Volatility Comparison
Haleon plc (HLN) has a higher volatility of 5.97% compared to SPDR S&P 500 ETF (SPY) at 4.85%. 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.
Loading data...