FHI vs SPY
Comparison between Federated Hermes Inc - Class B (FHI, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceFHI has outperformed SPY, delivering a return of +15.7% compared to +14.0%
FHI vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
FHI vs SPY - Historical Returns
Returns include dividend reinvestment.
FHI vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | FHI | SPY |
|---|---|---|
| 2026 | +6.06% | +9.45% |
| 2025 | +31.26% | +18.00% |
| 2024 | +29.78% | +25.59% |
| 2023 | -6.26% | +26.72% |
| 2022 | -1.47% | -18.64% |
| 2021 | +38.67% | +30.52% |
| 2020 | -4.63% | +17.28% |
| 2019 | +28.61% | +31.09% |
| 2018 | -22.29% | -5.24% |
| 2017 | +30.30% | +20.78% |
| 2016 | +7.86% | +13.59% |
| 2015 | -10.40% | +1.31% |
| 2014 | +20.62% | +14.56% |
| 2013 | +41.61% | +29.00% |
| 2012 | +42.12% | +14.17% |
| 2011 | -39.41% | +0.85% |
| 2010 | +2.24% | +13.14% |
| 2009 | +64.08% | +22.67% |
| 2008 | -53.29% | -36.25% |
| 2007 | +23.02% | +5.32% |
| 2006 | -6.84% | +13.85% |
| 2005 | +26.32% | +5.32% |
| 2004 | +6.97% | +10.75% |
| 2003 | +14.18% | +24.18% |
| 2002 | -16.27% | -22.42% |
| 2001 | +13.76% | -10.13% |
| 2000 | +129.17% | -8.84% |
| 1999 | +17.59% | +8.61% |
FHI vs SPY Drawdown Comparison
The maximum drawdown for FHI was -64.89%, occurring on Mar 23, 2020. Recovery took 342 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current FHI drawdown is -5.35%. The current SPY drawdown is -0.34%.
| Rank | FHI | SPY |
|---|---|---|
| #1 | -64.89% Feb 6, 2020 - Jun 16, 2021 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -59.32% Jan 23, 2008 - Jul 11, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -37.47% Dec 26, 2017 - Jul 26, 2019 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -32.68% May 15, 2002 - Oct 10, 2005 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -32.31% Jun 5, 2015 - Oct 16, 2017 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -29.62% Apr 18, 2023 - Nov 1, 2024 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -26.94% Jan 7, 2022 - Nov 30, 2022 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -24.16% Feb 23, 2006 - Apr 17, 2007 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -22.86% Nov 27, 2000 - May 8, 2001 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -21.44% Jul 17, 2007 - Oct 3, 2007 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -21.20% May 10, 2001 - Feb 1, 2002 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -17.68% Jul 27, 2000 - Oct 26, 2000 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -16.56% Dec 5, 2024 - May 8, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -14.98% Oct 31, 2007 - Jan 11, 2008 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -14.56% Aug 27, 2021 - Nov 3, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between FHI and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.
Dividend Comparison (1999 - 2026)
FHI vs SPY dividend yield comparison.
| Year | FHI | SPY |
|---|---|---|
| 2026 | 1.31% | 0.24% |
| 2025 | 2.55% | 1.07% |
| 2024 | 5.38% | 1.21% |
| 2023 | 3.38% | 1.40% |
| 2022 | 2.97% | 1.65% |
| 2021 | 2.87% | 1.20% |
| 2020 | 7.20% | 1.52% |
| 2019 | 3.31% | 1.75% |
| 2018 | 3.99% | 2.04% |
| 2017 | 2.77% | 1.80% |
| 2016 | 7.07% | 2.03% |
| 2015 | 3.49% | 2.06% |
| 2014 | 3.04% | 1.87% |
| 2013 | 3.40% | 1.81% |
| 2012 | 11.02% | 2.18% |
| 2011 | 6.34% | 2.05% |
| 2010 | 8.48% | 1.80% |
| 2009 | 3.49% | 1.95% |
| 2008 | 21.76% | 3.02% |
| 2007 | 1.97% | 1.85% |
| 2006 | 2.04% | 1.73% |
| 2005 | 1.55% | 1.73% |
| 2004 | 1.36% | 1.82% |
| 2003 | 1.01% | 1.47% |
| 2002 | 0.86% | 1.70% |
| 2001 | 0.55% | 1.25% |
| 2000 | 0.48% | 1.15% |
| 1999 | 0.00% | 0.24% |
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