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
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Key characteristics
WHF:
-0.69
SPY:
0.66
WHF:
-1.02
SPY:
1.12
WHF:
0.88
SPY:
1.17
WHF:
-0.72
SPY:
0.75
WHF:
-1.52
SPY:
2.92
WHF:
10.96%
SPY:
4.86%
WHF:
20.74%
SPY:
20.32%
WHF:
-57.48%
SPY:
-55.19%
WHF:
-17.51%
SPY:
-4.60%
Returns By Period
In the year-to-date period, WHF achieves a 0.15% return, which is significantly higher than SPY's -0.23% return. Over the past 10 years, WHF has underperformed SPY with an annualized return of 8.95%, while SPY has yielded a comparatively higher 12.59% annualized return.
WHF
0.15%
3.44%
-5.62%
-14.28%
16.25%
8.95%
SPY
-0.23%
9.19%
-2.01%
13.36%
17.44%
12.59%
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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.
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Dividends
WHF vs. SPY - Dividend Comparison
WHF's dividend yield for the trailing twelve months is around 19.13%, more than SPY's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WHF WhiteHorse Finance, Inc. | 19.13% | 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 | 1.23% | 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.
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Volatility
WHF vs. SPY - Volatility Comparison
The current volatility for WhiteHorse Finance, Inc. (WHF) is 5.44%, while SPDR S&P 500 ETF (SPY) has a volatility of 6.39%. This indicates that WHF 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.
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