HUB.AX vs. SPY
Compare and contrast key facts about HUB24 Limited (HUB.AX) 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: HUB.AX or SPY.
Correlation
The correlation between HUB.AX and SPY is 0.16, 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
HUB.AX vs. SPY - Performance Comparison
Key characteristics
HUB.AX:
4.10
SPY:
1.97
HUB.AX:
4.56
SPY:
2.64
HUB.AX:
1.64
SPY:
1.36
HUB.AX:
6.95
SPY:
2.97
HUB.AX:
28.13
SPY:
12.34
HUB.AX:
4.13%
SPY:
2.03%
HUB.AX:
28.58%
SPY:
12.68%
HUB.AX:
-96.83%
SPY:
-55.19%
HUB.AX:
0.00%
SPY:
-0.01%
Returns By Period
In the year-to-date period, HUB.AX achieves a 21.25% return, which is significantly higher than SPY's 4.03% return. Over the past 10 years, HUB.AX has outperformed SPY with an annualized return of 57.76%, while SPY has yielded a comparatively lower 13.18% annualized return.
HUB.AX
21.25%
28.76%
66.45%
128.95%
52.17%
57.76%
SPY
4.03%
2.03%
9.65%
23.63%
14.28%
13.18%
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Risk-Adjusted Performance
HUB.AX vs. SPY — Risk-Adjusted Performance Rank
HUB.AX
SPY
HUB.AX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for HUB24 Limited (HUB.AX) 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
HUB.AX vs. SPY - Dividend Comparison
HUB.AX's dividend yield for the trailing twelve months is around 0.45%, less than SPY's 1.16% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HUB.AX HUB24 Limited | 0.45% | 0.55% | 0.90% | 0.75% | 0.35% | 0.33% | 0.41% | 0.29% | 0.00% | 0.00% | 0.00% | 0.00% |
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
HUB.AX vs. SPY - Drawdown Comparison
The maximum HUB.AX drawdown since its inception was -96.83%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for HUB.AX and SPY. For additional features, visit the drawdowns tool.
Volatility
HUB.AX vs. SPY - Volatility Comparison
HUB24 Limited (HUB.AX) has a higher volatility of 11.40% compared to SPDR S&P 500 ETF (SPY) at 3.00%. This indicates that HUB.AX'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.