HTBI vs. SPY
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.
Correlation
The correlation between HTBI 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
HTBI vs. SPY - Performance Comparison
Key characteristics
HTBI:
1.31
SPY:
1.87
HTBI:
2.06
SPY:
2.52
HTBI:
1.25
SPY:
1.35
HTBI:
1.74
SPY:
2.81
HTBI:
6.74
SPY:
11.69
HTBI:
6.19%
SPY:
2.02%
HTBI:
31.83%
SPY:
12.65%
HTBI:
-57.65%
SPY:
-55.19%
HTBI:
-1.20%
SPY:
0.00%
Returns By Period
In the year-to-date period, HTBI achieves a 12.27% return, which is significantly higher than SPY's 4.58% return. Over the past 10 years, HTBI has underperformed SPY with an annualized return of 9.96%, while SPY has yielded a comparatively higher 13.23% annualized return.
HTBI
12.27%
10.47%
12.27%
48.86%
8.68%
9.96%
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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Risk-Adjusted Performance
HTBI vs. SPY — Risk-Adjusted Performance Rank
HTBI
SPY
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.
Dividends
HTBI vs. SPY - Dividend Comparison
HTBI's dividend yield for the trailing twelve months is around 1.22%, more than SPY's 1.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTBI HomeTrust Bancshares, Inc. | 1.22% | 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 | 1.15% | 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
The maximum HTBI drawdown since its inception was -57.65%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HTBI and SPY. For additional features, visit the drawdowns tool.
Volatility
HTBI vs. SPY - Volatility Comparison
HomeTrust Bancshares, Inc. (HTBI) has a higher volatility of 7.57% compared to SPDR S&P 500 ETF (SPY) at 3.00%. This indicates that HTBI'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.