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DIVN vs SPY

Comparison between HORIZON DIVIDEND INCOME ETF (DIVN, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

DIVN vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
DIVN
$147M
Winner
SPY
$735B
Expense Ratio
DIVN
0.70%
Winner
SPY
0.09%
Max Drawdown
Winner
DIVN
5.55%
SPY
56.47%
Sharpe Ratio
DIVN
1.56
Winner
SPY
1.62
5Y Beta
Winner
DIVN
0.42
SPY
1.00
P/E Ratio
Winner
DIVN
18.09
SPY
28.99
Forward P/E
Winner
DIVN
15.08
SPY
22.37
PEG Ratio
DIVN
0.57
SPY
N/A
5Y Dividends CAGR
DIVN
N/A
SPY
5.43%
5Y EPS CAGR
DIVN
13.59%
Winner
SPY
26.05%
Debt to Equity
Winner
DIVN
-68.13%
SPY
32.40%
P/S Ratio
Winner
DIVN
2.52
SPY
3.74
P/B Ratio
Winner
DIVN
4.12
SPY
5.61

DIVN vs SPY - Holdings Comparison

DIVN and SPY have 125 common holdings. Overlap is 16.41%

DIVN's top 25 holdings weight is 60.40%. SPY's top 25 holdings weight is 52.37%.

RankDIVNSPY
#1
MERCK & CO INC (MRK) - 3.93%
NVIDIA CORP (NVDA) - 8.10%
#2
ABBVIE INC (ABBV) - 3.83%
APPLE INC (AAPL) - 7.02%
#3
PROCTER & GAMBLE CO (PG) - 3.74%
MICROSOFT CORP (MSFT) - 4.79%
#4
PHILIP MORRIS INTERNATIONAL INC (PM) - 3.72%
AMAZON.COM INC (AMZN) - 4.02%
#5
JOHNSON & JOHNSON (JNJ) - 3.20%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
ACCENTURE PLC CLASS A (ACN) - 3.09%
BROADCOM INC (AVGO) - 3.10%
#7
T-MOBILE US INC (TMUS) - 3.02%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
QUALCOMM INC (QCOM) - 2.99%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
CHEVRON CORP (CVX) - 2.90%
TESLA INC (TSLA) - 1.89%
#10
MCDONALD'S CORP (MCD) - 2.89%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PROGRESSIVE CORP (PGR) - 2.44%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
BRISTOL-MYERS SQUIBB CO (BMY) - 2.28%
ELI LILLY AND CO (LLY) - 1.31%
#13
ALTRIA GROUP INC (MO) - 2.19%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
COMCAST CORP CLASS A (CMCSA) - 2.11%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
GILEAD SCIENCES INC (GILD) - 2.01%
EXXON MOBIL CORP (XOM) - 0.97%
#16
ABBOTT LABORATORIES (ABT) - 1.97%
INTEL CORP (INTC) - 0.90%
#17
BLACKSTONE INC (BX) - 1.75%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
VERIZON COMMUNICATIONS INC (VZ) - 1.72%
VISA INC CLASS A (V) - 0.85%
#19
AMGEN INC (AMGN) - 1.72%
WALMART INC (WMT) - 0.81%
#20
PEPSICO INC (PEP) - 1.57%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
TEXAS INSTRUMENTS INC (TXN) - 1.56%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
AT&T INC (T) - 1.50%
CATERPILLAR INC (CAT) - 0.66%
#23
APPLIED MATERIALS INC (AMAT) - 1.46%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
EOG RESOURCES INC (EOG) - 1.43%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
AUTOMATIC DATA PROCESSING INC (ADP) - 1.38%
ABBVIE INC (ABBV) - 0.58%
Total Holdings130505

DIVN vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
DIVN
+1.99%
SPY
+1.90%
3M
DIVN
+1.69%
Winner
SPY
+8.55%
6M
Winner
DIVN
+11.69%
SPY
+8.18%
1Y
DIVN
+20.17%
Winner
SPY
+25.79%
5Y(CAGR)
DIVN
N/A
SPY
+13.32%
10Y(CAGR)
DIVN
N/A
SPY
+15.19%
Max(CAGR)
Winner
DIVN
+21.54%
SPY
+8.47%

DIVN vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearDIVNSPY
2026+10.79%+8.26%
2025+7.94%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

DIVN vs SPY Drawdown Comparison

The maximum drawdown for DIVN was -5.55%, occurring on Mar 20, 2026. Recovery took 59 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current DIVN drawdown is -1.11%. The current SPY drawdown is -2.90%.

RankDIVNSPY
#1-5.55%
Feb 27, 2026 - May 22, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-3.40%
Oct 1, 2025 - Nov 25, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-2.72%
Jul 25, 2025 - Aug 13, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.39%
Jul 10, 2025 - Jul 23, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-1.70%
Aug 22, 2025 - Oct 1, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-1.68%
May 22, 2026 - Jun 1, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.46%
Dec 3, 2025 - Dec 11, 2025		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.41%
Jan 14, 2026 - Jan 22, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.18%
Dec 15, 2025 - Dec 24, 2025		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.09%
Feb 11, 2026 - Feb 23, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.04%
Dec 24, 2025 - Jan 6, 2026		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-0.83%
Jan 6, 2026 - Jan 8, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-0.71%
Jul 2, 2025 - Jul 8, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-0.50%
Aug 13, 2025 - Aug 19, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.38%
Feb 6, 2026 - Feb 10, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between DIVN and SPY is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (1999 - 2026)

DIVN vs SPY dividend yield comparison.

YearDIVNSPY
20261.79%0.24%
20251.47%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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