HR vs. SPY
Compare and contrast key facts about Healthcare Realty Trust Incorporated (HR) 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: HR or SPY.
Correlation
The correlation between HR and SPY is 0.35, 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
HR vs. SPY - Performance Comparison
Key characteristics
HR:
0.00
SPY:
2.03
HR:
0.18
SPY:
2.71
HR:
1.02
SPY:
1.38
HR:
0.00
SPY:
3.09
HR:
0.01
SPY:
12.94
HR:
10.19%
SPY:
2.01%
HR:
25.65%
SPY:
12.78%
HR:
-46.94%
SPY:
-55.19%
HR:
-29.73%
SPY:
-2.14%
Returns By Period
In the year-to-date period, HR achieves a -4.37% return, which is significantly lower than SPY's 1.14% return. Over the past 10 years, HR has underperformed SPY with an annualized return of 3.92%, while SPY has yielded a comparatively higher 13.38% annualized return.
HR
-4.37%
-6.46%
-5.89%
0.59%
-2.18%
3.92%
SPY
1.14%
-1.98%
7.12%
26.42%
14.07%
13.38%
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Risk-Adjusted Performance
HR vs. SPY — Risk-Adjusted Performance Rank
HR
SPY
HR vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Healthcare Realty Trust Incorporated (HR) 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
HR vs. SPY - Dividend Comparison
HR's dividend yield for the trailing twelve months is around 7.65%, more than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HR Healthcare Realty Trust Incorporated | 7.65% | 7.32% | 7.20% | 36.51% | 7.44% | 4.36% | 8.09% | 9.60% | 8.02% | 8.21% | 8.79% | 1,113,586.82% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
HR vs. SPY - Drawdown Comparison
The maximum HR drawdown since its inception was -46.94%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HR and SPY. For additional features, visit the drawdowns tool.
Volatility
HR vs. SPY - Volatility Comparison
Healthcare Realty Trust Incorporated (HR) has a higher volatility of 6.51% compared to SPDR S&P 500 ETF (SPY) at 5.01%. This indicates that HR'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.