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FHB vs SPY

Comparison between First Hawaiian Inc (FHB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed FHB, delivering a return of +14.0% compared to +3.7%

FHB vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
FHB
$3.30B
Winner
SPY
$735B
Expense Ratio
FHB
N/A
SPY
0.09%
Max Drawdown
FHB
60.27%
Winner
SPY
56.47%
Sharpe Ratio
FHB
0.77
Winner
SPY
1.91
5Y Beta
Winner
FHB
0.90
SPY
1.00
Industry
FHB
Banks - Regional
SPY
N/A
P/E Ratio
Winner
FHB
11.75
SPY
28.68
Forward P/E
Winner
FHB
13.97
SPY
22.19
PEG Ratio
FHB
0.47
SPY
N/A
Dividend Yield
FHB
3.81%
SPY
N/A
5Y Dividends CAGR
FHB
4.56%
Winner
SPY
5.43%
5Y EPS CAGR
FHB
7.97%
Winner
SPY
26.37%
Debt to Equity
Winner
FHB
0.00%
SPY
34.04%
Free Cash Flow Yield
FHB
13.86%
SPY
N/A
P/S Ratio
FHB
3.80
Winner
SPY
3.76
P/B Ratio
Winner
FHB
1.19
SPY
5.55

FHB vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
FHB
+3.13%
Winner
SPY
+4.84%
3M
Winner
FHB
+10.29%
SPY
+9.57%
6M
FHB
+13.37%
Winner
SPY
+13.79%
1Y
FHB
+20.76%
Winner
SPY
+29.34%
5Y(CAGR)
FHB
+3.72%
Winner
SPY
+13.98%
10Y(CAGR)
FHB
+5.43%
Winner
SPY
+15.66%
Max(CAGR)
FHB
+5.43%
Winner
SPY
+8.53%

FHB vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFHBSPY
2026+8.65%+9.45%
2025+3.17%+18.00%
2024+19.33%+25.59%
2023-7.61%+26.72%
2022-3.28%-18.64%
2021+19.72%+30.52%
2020-13.43%+17.28%
2019+29.87%+31.09%
2018-21.99%-5.24%
2017-13.22%+20.78%
2016+44.50%+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%

FHB vs SPY Drawdown Comparison

The maximum drawdown for FHB was -55.52%, occurring on May 15, 2020. Recovery took 1054 trading sessions.

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

The current FHB drawdown is -0.14%. The current SPY drawdown is -0.34%.

RankFHBSPY
#1-55.52%
Dec 27, 2016 - Mar 8, 2021
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.01%
Jan 14, 2022 - Nov 6, 2024
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-24.26%
Feb 6, 2025 - Jan 8, 2026
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-14.67%
Jan 22, 2026 - Mar 18, 2026
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.59%
Sep 27, 2021 - Jan 6, 2022
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-12.07%
Nov 25, 2024 - Feb 6, 2025
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.79%
Mar 12, 2021 - Sep 27, 2021
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.27%
Nov 25, 2016 - Dec 5, 2016
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.59%
Nov 6, 2024 - Nov 25, 2024
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-4.29%
Dec 7, 2016 - Dec 20, 2016
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.86%
Jan 8, 2026 - Jan 21, 2026
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.82%
Sep 2, 2016 - Oct 24, 2016
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.49%
Oct 24, 2016 - Nov 9, 2016
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.30%
Mar 8, 2021 - Mar 12, 2021
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.73%
Aug 5, 2016 - Aug 12, 2016
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between FHB and SPY is 0.56 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.56
-101

Dividend Comparison (1999 - 2026)

FHB vs SPY dividend yield comparison.

YearFHBSPY
20261.90%0.24%
20254.11%1.07%
20244.01%1.21%
20234.55%1.40%
20223.99%1.65%
20213.81%1.20%
20204.41%1.52%
20193.60%1.75%
20184.26%2.04%
20173.02%1.80%
20160.57%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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