HSY vs. SPY
Compare and contrast key facts about The Hershey Company (HSY) 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: HSY or SPY.
Correlation
The correlation between HSY and SPY is 0.38, 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
HSY vs. SPY - Performance Comparison
Key characteristics
HSY:
-0.11
SPY:
2.03
HSY:
0.02
SPY:
2.71
HSY:
1.00
SPY:
1.38
HSY:
-0.07
SPY:
3.02
HSY:
-0.33
SPY:
13.49
HSY:
7.89%
SPY:
1.88%
HSY:
24.70%
SPY:
12.48%
HSY:
-49.15%
SPY:
-55.19%
HSY:
-34.77%
SPY:
-3.54%
Returns By Period
In the year-to-date period, HSY achieves a -4.79% return, which is significantly lower than SPY's 24.51% return. Over the past 10 years, HSY has underperformed SPY with an annualized return of 7.52%, while SPY has yielded a comparatively higher 12.94% annualized return.
HSY
-4.79%
1.45%
-4.19%
-2.76%
5.46%
7.52%
SPY
24.51%
-0.32%
7.56%
24.63%
14.51%
12.94%
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
HSY vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Hershey Company (HSY) 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
HSY vs. SPY - Dividend Comparison
HSY's dividend yield for the trailing twelve months is around 3.18%, more than SPY's 0.87% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSY The Hershey Company | 3.18% | 2.39% | 1.67% | 1.76% | 2.07% | 2.03% | 2.57% | 2.24% | 2.32% | 2.50% | 1.96% | 1.86% |
SPY SPDR S&P 500 ETF | 0.87% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% | 1.81% |
Drawdowns
HSY vs. SPY - Drawdown Comparison
The maximum HSY drawdown since its inception was -49.15%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HSY and SPY. For additional features, visit the drawdowns tool.
Volatility
HSY vs. SPY - Volatility Comparison
The Hershey Company (HSY) has a higher volatility of 14.30% compared to SPDR S&P 500 ETF (SPY) at 3.64%. This indicates that HSY'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.