HTDIX vs. SPY
Compare and contrast key facts about Tactical Dividend and Momentum Fund (HTDIX) and SPDR S&P 500 ETF (SPY).
HTDIX is managed by Hanlon. It was launched on Sep 8, 2015. 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: HTDIX or SPY.
Correlation
The correlation between HTDIX and SPY is 0.82, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
HTDIX vs. SPY - Performance Comparison
Key characteristics
HTDIX:
1.58
SPY:
1.87
HTDIX:
2.16
SPY:
2.52
HTDIX:
1.29
SPY:
1.35
HTDIX:
1.23
SPY:
2.81
HTDIX:
8.87
SPY:
11.69
HTDIX:
2.20%
SPY:
2.02%
HTDIX:
12.36%
SPY:
12.65%
HTDIX:
-27.10%
SPY:
-55.19%
HTDIX:
0.00%
SPY:
0.00%
Returns By Period
In the year-to-date period, HTDIX achieves a 4.83% return, which is significantly higher than SPY's 4.58% return.
HTDIX
4.83%
2.74%
9.29%
20.80%
3.98%
N/A
SPY
4.58%
2.57%
10.04%
24.97%
14.73%
13.23%
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HTDIX vs. SPY - Expense Ratio Comparison
HTDIX has a 1.40% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
HTDIX vs. SPY — Risk-Adjusted Performance Rank
HTDIX
SPY
HTDIX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Tactical Dividend and Momentum Fund (HTDIX) 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
HTDIX vs. SPY - Dividend Comparison
HTDIX has not paid dividends to shareholders, while SPY's dividend yield for the trailing twelve months is around 1.15%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HTDIX Tactical Dividend and Momentum Fund | 0.00% | 0.00% | 1.92% | 0.00% | 0.00% | 0.00% | 0.69% | 0.36% | 0.65% | 1.29% | 0.34% | 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
HTDIX vs. SPY - Drawdown Comparison
The maximum HTDIX drawdown since its inception was -27.10%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HTDIX and SPY. For additional features, visit the drawdowns tool.
Volatility
HTDIX vs. SPY - Volatility Comparison
The current volatility for Tactical Dividend and Momentum Fund (HTDIX) is 2.70%, while SPDR S&P 500 ETF (SPY) has a volatility of 3.00%. This indicates that HTDIX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.