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 0.37, 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:
-0.42
SPY:
1.88
HSY:
-0.47
SPY:
2.53
HSY:
0.95
SPY:
1.35
HSY:
-0.23
SPY:
2.83
HSY:
-0.87
SPY:
11.74
HSY:
12.05%
SPY:
2.02%
HSY:
25.09%
SPY:
12.64%
HSY:
-49.16%
SPY:
-55.19%
HSY:
-36.63%
SPY:
-0.42%
Returns By Period
In the year-to-date period, HSY achieves a -1.08% return, which is significantly lower than SPY's 4.15% return. Over the past 10 years, HSY has underperformed SPY with an annualized return of 7.09%, while SPY has yielded a comparatively higher 13.18% annualized return.
HSY
-1.08%
9.09%
-13.64%
-11.06%
3.00%
7.09%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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Risk-Adjusted Performance
HSY vs. SPY — Risk-Adjusted Performance Rank
HSY
SPY
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 3.30%, more than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSY The Hershey Company | 3.30% | 3.24% | 2.39% | 1.67% | 1.76% | 2.07% | 2.03% | 2.57% | 2.24% | 2.32% | 2.50% | 1.96% |
SPY SPDR S&P 500 ETF | 1.16% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
HSY vs. SPY - Drawdown Comparison
The maximum HSY drawdown since its inception was -49.16%, 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 8.43% compared to SPDR S&P 500 ETF (SPY) at 2.93%. 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.