HRB vs. INDEX
Compare and contrast key facts about H&R Block, Inc. (HRB) and Index Funds S&P 500 Equal Weight (INDEX).
INDEX is managed by Fidelity. It was launched on Mar 9, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRB or INDEX.
Correlation
The correlation between HRB and INDEX is 0.40, 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
HRB vs. INDEX - Performance Comparison
Key characteristics
HRB:
1.06
INDEX:
0.68
HRB:
1.65
INDEX:
1.07
HRB:
1.22
INDEX:
1.16
HRB:
1.37
INDEX:
0.70
HRB:
2.78
INDEX:
2.76
HRB:
11.59%
INDEX:
4.77%
HRB:
30.60%
INDEX:
19.38%
HRB:
-62.08%
INDEX:
-38.82%
HRB:
-5.86%
INDEX:
-7.84%
Returns By Period
In the year-to-date period, HRB achieves a 17.21% return, which is significantly higher than INDEX's -3.62% return. Over the past 10 years, HRB has outperformed INDEX with an annualized return of 11.22%, while INDEX has yielded a comparatively lower 9.19% annualized return.
HRB
17.21%
10.77%
3.35%
32.74%
37.00%
11.22%
INDEX
-3.62%
11.34%
-1.16%
10.74%
15.56%
9.19%
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Risk-Adjusted Performance
HRB vs. INDEX — Risk-Adjusted Performance Rank
HRB
INDEX
HRB vs. INDEX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for H&R Block, Inc. (HRB) and Index Funds S&P 500 Equal Weight (INDEX). 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
HRB vs. INDEX - Dividend Comparison
HRB's dividend yield for the trailing twelve months is around 2.35%, more than INDEX's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRB H&R Block, Inc. | 2.35% | 2.63% | 2.52% | 3.07% | 4.54% | 6.56% | 4.39% | 3.90% | 3.59% | 3.74% | 2.40% | 2.38% |
INDEX Index Funds S&P 500 Equal Weight | 1.39% | 1.34% | 1.56% | 1.21% | 1.09% | 1.53% | 1.61% | 1.82% | 1.15% | 1.15% | 1.19% | 0.00% |
Drawdowns
HRB vs. INDEX - Drawdown Comparison
The maximum HRB drawdown since its inception was -62.08%, which is greater than INDEX's maximum drawdown of -38.82%. Use the drawdown chart below to compare losses from any high point for HRB and INDEX. For additional features, visit the drawdowns tool.
Volatility
HRB vs. INDEX - Volatility Comparison
The current volatility for H&R Block, Inc. (HRB) is 9.96%, while Index Funds S&P 500 Equal Weight (INDEX) has a volatility of 13.20%. This indicates that HRB experiences smaller price fluctuations and is considered to be less risky than INDEX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.