HBDC vs SPXE
Comparison between Hilton BDC Corporate Bond ETF (HBDC, ETF) and PROSHARES S&P 500 EX-ENERGY ETF (SPXE, ETF).
HBDC vs SPXE - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HBDC
$84M
Winner
SPXE
$84M
Expense Ratio
HBDC
0.39%
Winner
SPXE
0.09%
Max Drawdown
Winner
HBDC
3.83%
SPXE
32.27%
Sharpe Ratio
HBDC
-0.23
Winner
SPXE
1.48
5Y Beta
Winner
HBDC
0.07
SPXE
0.98
P/E Ratio
HBDC
N/A
SPXE
28.16
Forward P/E
HBDC
N/A
SPXE
22.07
5Y Dividends CAGR
HBDC
N/A
SPXE
9.62%
5Y EPS CAGR
HBDC
N/A
SPXE
28.43%
Debt to Equity
HBDC
N/A
SPXE
38.88%
P/S Ratio
HBDC
N/A
SPXE
3.71
P/B Ratio
HBDC
N/A
SPXE
5.75
HBDC vs SPXE - Historical Returns
Returns include dividend reinvestment.
1M
HBDC
+0.45%
Winner
SPXE
+0.48%
3M
HBDC
+2.54%
Winner
SPXE
+12.09%
6M
HBDC
+1.10%
Winner
SPXE
+8.95%
1Y
HBDC
+3.50%
Winner
SPXE
+23.94%
5Y(CAGR)
HBDC
N/A
SPXE
+13.09%
10Y(CAGR)
HBDC
N/A
SPXE
+15.58%
Max(CAGR)
HBDC
+3.02%
Winner
SPXE
+15.42%
HBDC vs SPXE - Annual Returns (2015 - 2026)
Returns include dividend reinvestment.
| Year | HBDC | SPXE |
|---|---|---|
| 2026 | +0.44% | +8.47% |
| 2025 | +2.65% | +18.31% |
| 2024 | N/A | +26.55% |
| 2023 | N/A | +27.91% |
| 2022 | N/A | -20.92% |
| 2021 | N/A | +29.87% |
| 2020 | N/A | +19.36% |
| 2019 | N/A | +31.91% |
| 2018 | N/A | -5.53% |
| 2017 | N/A | +24.01% |
| 2016 | N/A | +12.06% |
| 2015 | N/A | +7.21% |
HBDC vs SPXE Drawdown Comparison
The maximum drawdown for HBDC was -2.96%, occurring on Mar 20, 2026. This drawdown has not yet recovered.
The maximum drawdown for SPXE was -32.27%, occurring on Mar 23, 2020. Recovery took 117 trading sessions.
The current HBDC drawdown is -0.27%. The current SPXE drawdown is -2.40%.
| Rank | HBDC | SPXE |
|---|---|---|
| #1 | -2.96% Dec 30, 2025 - Mar 20, 2026 | -32.27% Feb 19, 2020 - Aug 5, 2020 |
| #2 | -1.32% Jun 11, 2025 - Jul 22, 2025 | -26.49% Dec 29, 2021 - Dec 18, 2023 |
| #3 | -0.71% Oct 1, 2025 - Nov 26, 2025 | -18.90% Feb 19, 2025 - Jun 26, 2025 |
| #4 | -0.39% Sep 16, 2025 - Oct 1, 2025 | -18.59% Oct 3, 2018 - Apr 8, 2019 |
| #5 | -0.32% Nov 26, 2025 - Dec 18, 2025 | -11.94% Dec 4, 2015 - Apr 14, 2016 |
| #6 | -0.30% Aug 1, 2025 - Aug 8, 2025 | -10.10% Jan 12, 2026 - Apr 15, 2026 |
| #7 | -0.16% Aug 13, 2025 - Aug 22, 2025 | -9.17% Sep 2, 2020 - Nov 13, 2020 |
| #8 | -0.16% Aug 22, 2025 - Aug 26, 2025 | -8.71% Jul 16, 2024 - Sep 19, 2024 |
| #9 | -0.13% Jul 29, 2025 - Aug 1, 2025 | -7.59% Jan 25, 2018 - Jul 24, 2018 |
| #10 | -0.11% Aug 28, 2025 - Sep 4, 2025 | -6.63% May 3, 2019 - Jun 20, 2019 |
| #11 | -0.10% Jul 23, 2025 - Jul 29, 2025 | -5.87% Jul 26, 2019 - Oct 21, 2019 |
| #12 | -0.08% Aug 8, 2025 - Aug 13, 2025 | -5.74% Mar 28, 2024 - May 15, 2024 |
| #13 | -0.08% Dec 19, 2025 - Dec 24, 2025 | -5.64% Jun 8, 2016 - Jul 8, 2016 |
| #14 | -0.08% Sep 8, 2025 - Sep 11, 2025 | -5.55% Sep 3, 2021 - Oct 25, 2021 |
| #15 | -0.04% Sep 4, 2025 - Sep 8, 2025 | -5.20% Oct 28, 2025 - Dec 11, 2025 |
Correlation
Correlation between HBDC and SPXE is 0.89 which considered as a strong positive correlation - the stocks tend to move together.
0.89
-101
Dividend Comparison (2015 - 2026)
HBDC vs SPXE dividend yield comparison.
| Year | HBDC | SPXE |
|---|---|---|
| 2026 | 2.05% | 0.22% |
| 2025 | 2.42% | 0.99% |
| 2024 | 0.00% | 1.09% |
| 2023 | 0.00% | 1.29% |
| 2022 | 0.00% | 1.49% |
| 2021 | 0.00% | 0.94% |
| 2020 | 0.00% | 1.16% |
| 2019 | 0.00% | 1.38% |
| 2018 | 0.00% | 1.61% |
| 2017 | 0.00% | 1.65% |
| 2016 | 0.00% | 1.53% |
| 2015 | 0.00% | 0.51% |
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