WHF vs. SPY
Compare and contrast key facts about WhiteHorse Finance, Inc. (WHF) 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: WHF or SPY.
Correlation
The correlation between WHF and SPY is 0.28, 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
WHF vs. SPY - Performance Comparison
Key characteristics
WHF:
-0.44
SPY:
2.20
WHF:
-0.49
SPY:
2.91
WHF:
0.94
SPY:
1.41
WHF:
-0.42
SPY:
3.35
WHF:
-1.03
SPY:
13.99
WHF:
7.73%
SPY:
2.01%
WHF:
17.99%
SPY:
12.79%
WHF:
-57.48%
SPY:
-55.19%
WHF:
-15.00%
SPY:
-1.35%
Returns By Period
In the year-to-date period, WHF achieves a 3.20% return, which is significantly higher than SPY's 1.96% return. Over the past 10 years, WHF has underperformed SPY with an annualized return of 11.46%, while SPY has yielded a comparatively higher 13.29% annualized return.
WHF
3.20%
0.60%
-10.70%
-7.39%
6.08%
11.46%
SPY
1.96%
1.09%
8.43%
25.46%
14.30%
13.29%
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Risk-Adjusted Performance
WHF vs. SPY — Risk-Adjusted Performance Rank
WHF
SPY
WHF vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for WhiteHorse Finance, Inc. (WHF) 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
WHF vs. SPY - Dividend Comparison
WHF's dividend yield for the trailing twelve months is around 17.87%, more than SPY's 1.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHF WhiteHorse Finance, Inc. | 17.87% | 18.44% | 12.60% | 11.26% | 10.03% | 11.35% | 11.79% | 11.16% | 13.23% | 11.67% | 12.37% | 12.29% |
SPY SPDR S&P 500 ETF | 1.18% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
WHF vs. SPY - Drawdown Comparison
The maximum WHF drawdown since its inception was -57.48%, roughly equal to the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for WHF and SPY. For additional features, visit the drawdowns tool.
Volatility
WHF vs. SPY - Volatility Comparison
WhiteHorse Finance, Inc. (WHF) has a higher volatility of 7.24% compared to SPDR S&P 500 ETF (SPY) at 5.10%. This indicates that WHF'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.