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HEI-A vs SPY

Comparison between Heico Corp - Class A (HEI-A, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceHEI-A has outperformed SPY, delivering a return of +13.7% compared to +13.2%

HEI-A vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HEI-A
$35B
Winner
SPY
$784B
Expense Ratio
HEI-A
N/A
SPY
0.09%
Max Drawdown
Winner
HEI-A
49.74%
SPY
56.47%
Sharpe Ratio
HEI-A
0.01
Winner
SPY
1.54
5Y Beta
Winner
HEI-A
0.82
SPY
1.00
Industry
HEI-A
Aerospace & Defense
SPY
N/A
P/E Ratio
HEI-A
29.66
Winner
SPY
27.62
Forward P/E
HEI-A
41.32
Winner
SPY
21.11
PEG Ratio
HEI-A
0.95
SPY
N/A
Dividend Yield
HEI-A
0.10%
SPY
N/A
5Y Dividends CAGR
Winner
HEI-A
8.45%
SPY
6.00%
5Y EPS CAGR
HEI-A
20.50%
Winner
SPY
25.30%
Debt to Equity
Winner
HEI-A
0.07%
SPY
31.11%
Free Cash Flow Yield
HEI-A
2.72%
SPY
N/A
P/S Ratio
HEI-A
7.04
Winner
SPY
3.49
P/B Ratio
HEI-A
7.25
Winner
SPY
5.30

HEI-A vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HEI-A
+9.91%
SPY
-1.37%
3M
Winner
HEI-A
+15.59%
SPY
+12.22%
6M
HEI-A
-6.39%
Winner
SPY
+7.20%
1Y
HEI-A
-2.31%
Winner
SPY
+23.58%
5Y(CAGR)
Winner
HEI-A
+13.75%
SPY
+13.19%
10Y(CAGR)
Winner
HEI-A
+25.04%
SPY
+15.12%
Max(CAGR)
Winner
HEI-A
+24.92%
SPY
+8.44%

HEI-A vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHEI-ASPY
2026-4.24%+7.95%
2025+35.93%+18.00%
2024+31.65%+25.59%
2023+20.11%+26.72%
2022-6.78%-18.64%
2021+12.70%+30.52%
2020+23.76%+17.28%
2019+48.30%+31.09%
2018+25.84%-5.24%
2017+45.71%+20.78%
2016+43.05%+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%

HEI-A vs SPY Drawdown Comparison

The maximum drawdown for HEI-A was -49.70%, occurring on Mar 18, 2020. Recovery took 302 trading sessions.

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

The current HEI-A drawdown is -10.82%. The current SPY drawdown is -3.18%.

RankHEI-ASPY
#1-49.70%
Aug 29, 2019 - Nov 9, 2020		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-27.11%
Jan 15, 2026 - Apr 29, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-25.90%
Nov 9, 2021 - Feb 15, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.91%
Sep 14, 2018 - Feb 15, 2019		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.84%
Jun 8, 2021 - Nov 9, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-17.89%
Nov 22, 2024 - Mar 25, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-17.71%
Jan 12, 2016 - Apr 14, 2016		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-14.99%
Jan 8, 2021 - Apr 15, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-14.47%
May 22, 2023 - Jul 25, 2023		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.62%
Mar 25, 2025 - May 15, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.63%
Jan 29, 2018 - Feb 28, 2018		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.46%
Jul 25, 2023 - Dec 4, 2023		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-10.02%
Aug 4, 2025 - Jan 5, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-9.73%
Dec 13, 2023 - Feb 7, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.80%
Nov 16, 2020 - Dec 4, 2020		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HEI-A and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

HEI-A vs SPY dividend yield comparison.

YearHEI-ASPY
20260.05%0.50%
20250.09%1.07%
20240.11%1.21%
20230.14%1.40%
20220.15%1.65%
20210.13%1.20%
20200.14%1.52%
20190.08%1.75%
20180.18%2.04%
20170.10%1.80%
20160.25%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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