HTCR vs. SPY
HTCR (HeartCore Enterprises Inc) is a stock, while SPY (State Street SPDR S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 3 years, HTCR returned -50.52%/yr vs 20.99%/yr for SPY. At a 0.19 correlation, their price movements are largely independent.
Performance
HTCR vs. SPY - Performance Comparison
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Returns By Period
In the year-to-date period, HTCR achieves a -49.54% return, which is significantly lower than SPY's 11.30% return.
HTCR
- 1D
- -5.23%
- 1M
- -7.23%
- 6M
- -51.59%
- YTD
- -49.54%
- 1Y
- -60.69%
- 3Y*
- -50.52%
- 5Y*
- —
- 10Y*
- —
SPY
- 1D
- 0.43%
- 1M
- 2.04%
- 6M
- 9.35%
- YTD
- 11.30%
- 1Y
- 22.40%
- 3Y*
- 20.99%
- 5Y*
- 13.15%
- 10Y*
- 15.22%
HTCR vs. SPY - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | |
|---|---|---|---|---|---|
HTCR HeartCore Enterprises Inc | -49.54% | -80.25% | 199.21% | -29.89% | -81.80% |
SPY State Street SPDR S&P 500 ETF | 11.30% | 17.72% | 24.89% | 26.18% | -15.06% |
Correlation
The correlation between HTCR and SPY is 0.27, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.27 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Feb 10, 2022 | 0.19 |
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Return for Risk
HTCR vs. SPY — Risk / Return Rank
HTCR
SPY
HTCR vs. SPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HeartCore Enterprises Inc (HTCR) and State Street 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HTCR | SPY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.22 | ||
| Sortino ratioReturn per unit of downside risk | -2.62 | ||
| Omega ratioGain probability vs. loss probability | 0.98 | 1.32 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | -0.70 | 2.48 | -3.18 |
| Martin ratioReturn relative to average drawdown | -0.95 | 10.83 | -11.78 |
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Drawdowns
HTCR vs. SPY - Drawdown Comparison
The maximum HTCR drawdown since its inception was -96.75%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HTCR and SPY.
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Drawdown Indicators
| HTCR | SPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -96.75% | -55.19% | -41.56% |
Max Drawdown (1Y)Largest decline over 1 year | -88.02% | -8.88% | -79.14% |
Max Drawdown (3Y)Largest decline over 3 years | -94.56% | -18.76% | -75.80% |
Max Drawdown (5Y)Largest decline over 5 years | — | -24.50% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.72% | — |
Current DrawdownCurrent decline from peak | -96.19% | -0.35% | -95.84% |
Average DrawdownAverage peak-to-trough decline | -78.88% | -9.03% | -69.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 64.16% | 2.03% | +62.13% |
Volatility
HTCR vs. SPY - Volatility Comparison
HeartCore Enterprises Inc (HTCR) has a higher volatility of 22.59% compared to State Street SPDR S&P 500 ETF (SPY) at 4.52%. This indicates that HTCR'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.
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Volatility by Period
| HTCR | SPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.59% | 4.52% | +18.07% |
Volatility (6M)Calculated over the trailing 6-month period | 73.97% | 9.98% | +63.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 133.78% | 12.55% | +121.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 142.81% | 17.16% | +125.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 142.81% | 17.92% | +124.89% |
Dividends
HTCR vs. SPY - Dividend Comparison
HTCR's dividend yield for the trailing twelve months is around 84.42%, more than SPY's 1.00% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTCR HeartCore Enterprises Inc | 84.42% | 42.60% | 2.20% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SPY State Street SPDR S&P 500 ETF | 1.00% | 1.07% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% |
Frequently Asked Questions
HTCR and SPY have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HTCR has higher volatility (22.59%) compared to SPY (4.52%). In terms of maximum drawdown, HTCR dropped -96.75% vs SPY's -55.19%.
SPY currently has the higher Sharpe Ratio (1.76 vs -0.46), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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