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HTBI vs. SPY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between HTBI 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.

HTBI vs. SPY

Last updated Jun 1, 2025

Compare and contrast key facts about HomeTrust Bancshares, Inc. (HTBI) 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: HTBI or SPY.

Performance

HTBI vs. SPY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in HomeTrust Bancshares, Inc. (HTBI) and SPDR S&P 500 ETF (SPY). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Returns By Period

HTBI

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

3Y*

N/A

5Y*

N/A

10Y*

N/A

SPY

YTD

0.87%

1M

5.54%

6M

-1.56%

1Y

13.18%

3Y*

14.25%

5Y*

15.81%

10Y*

12.73%

*Annualized

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HomeTrust Bancshares, Inc.

SPDR S&P 500 ETF

Go deeper with the Portfolio Analysis tool — backtest performance, assess risk, compare to benchmarks, and more

Risk-Adjusted Performance

HTBI vs. SPY — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
HTBI
The Risk-Adjusted Performance Rank of HTBI is 8787
Overall Rank
The Sharpe Ratio Rank of HTBI is 8888
Sharpe Ratio Rank
The Sortino Ratio Rank of HTBI is 8585
Sortino Ratio Rank
The Omega Ratio Rank of HTBI is 8282
Omega Ratio Rank
The Calmar Ratio Rank of HTBI is 9191
Calmar Ratio Rank
The Martin Ratio Rank of HTBI is 9090
Martin Ratio Rank
SPY
The Risk-Adjusted Performance Rank of SPY is 6262
Overall Rank
The Sharpe Ratio Rank of SPY is 6060
Sharpe Ratio Rank
The Sortino Ratio Rank of SPY is 5959
Sortino Ratio Rank
The Omega Ratio Rank of SPY is 6262
Omega Ratio Rank
The Calmar Ratio Rank of SPY is 6565
Calmar Ratio Rank
The Martin Ratio Rank of SPY is 6363
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

HTBI vs. SPY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for HomeTrust Bancshares, Inc. (HTBI) 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.

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Go to the full Sharpe Ratio tool to analyze any stock or portfolio. Customize time frames, set your own risk-free rate, and more

Dividends

HTBI vs. SPY - Dividend Comparison

HTBI has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.22%.

TTM20242023202220212020201920182017201620152014
HTBI
HomeTrust Bancshares, Inc.		0.96%1.34%1.52%1.53%1.07%1.50%0.93%0.23%0.00%0.00%0.00%0.00%
SPY
SPDR S&P 500 ETF		1.22%1.21%1.40%1.65%1.20%1.52%1.75%2.04%1.80%2.03%2.06%1.87%

Drawdowns

HTBI vs. SPY - Drawdown Comparison

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Go to the full Drawdowns tool for more analysis options, including inflation-adjusted drawdowns, and more

Volatility

HTBI vs. SPY - Volatility Comparison

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