HRI vs. SPY
Compare and contrast key facts about Herc Holdings Inc. (HRI) 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: HRI or SPY.
Correlation
The correlation between HRI and SPY is 0.55, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
HRI vs. SPY - Performance Comparison
Key characteristics
HRI:
-0.55
SPY:
0.57
HRI:
-0.57
SPY:
0.94
HRI:
0.93
SPY:
1.14
HRI:
-0.51
SPY:
0.61
HRI:
-1.27
SPY:
2.48
HRI:
22.88%
SPY:
4.63%
HRI:
53.11%
SPY:
20.07%
HRI:
-82.20%
SPY:
-55.19%
HRI:
-54.73%
SPY:
-9.29%
Returns By Period
In the year-to-date period, HRI achieves a -42.97% return, which is significantly lower than SPY's -5.13% return.
HRI
-42.97%
-22.55%
-48.63%
-28.44%
32.46%
N/A
SPY
-5.13%
-0.24%
-4.11%
10.06%
15.53%
12.11%
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
HRI vs. SPY — Risk-Adjusted Performance Rank
HRI
SPY
HRI vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Herc Holdings Inc. (HRI) 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
HRI vs. SPY - Dividend Comparison
HRI's dividend yield for the trailing twelve months is around 2.50%, more than SPY's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRI Herc Holdings Inc. | 2.50% | 1.40% | 1.70% | 1.75% | 0.32% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY SPDR S&P 500 ETF | 1.29% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
HRI vs. SPY - Drawdown Comparison
The maximum HRI drawdown since its inception was -82.20%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HRI and SPY. For additional features, visit the drawdowns tool.
Volatility
HRI vs. SPY - Volatility Comparison
Herc Holdings Inc. (HRI) has a higher volatility of 25.42% compared to SPDR S&P 500 ETF (SPY) at 15.00%. This indicates that HRI'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.