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HFWA vs SPY

Comparison between Heritage Financial Corp (HFWA, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HFWA, delivering a return of +13.4% compared to +4.9%

HFWA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HFWA
$1.18B
Winner
SPY
$784B
Expense Ratio
HFWA
N/A
SPY
0.09%
Max Drawdown
HFWA
68.97%
Winner
SPY
56.47%
Sharpe Ratio
HFWA
0.81
Winner
SPY
1.56
5Y Beta
Winner
HFWA
0.81
SPY
1.00
Industry
HFWA
Banks - Regional
SPY
N/A
P/E Ratio
Winner
HFWA
14.09
SPY
28.29
Forward P/E
Winner
HFWA
12.33
SPY
21.75
PEG Ratio
HFWA
0.40
SPY
N/A
Dividend Yield
HFWA
3.34%
SPY
N/A
5Y Dividends CAGR
HFWA
3.71%
Winner
SPY
5.43%
5Y EPS CAGR
HFWA
4.17%
Winner
SPY
25.98%
Debt to Equity
Winner
HFWA
0.00%
SPY
30.79%
Free Cash Flow Yield
HFWA
6.77%
SPY
N/A
P/S Ratio
HFWA
4.40
Winner
SPY
3.79
P/B Ratio
Winner
HFWA
1.03
SPY
5.67

HFWA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HFWA
+8.56%
SPY
+0.48%
3M
Winner
HFWA
+16.75%
SPY
+11.67%
6M
Winner
HFWA
+16.57%
SPY
+9.42%
1Y
Winner
HFWA
+29.10%
SPY
+24.27%
5Y(CAGR)
HFWA
+4.95%
Winner
SPY
+13.36%
10Y(CAGR)
HFWA
+8.93%
Winner
SPY
+15.42%
Max(CAGR)
HFWA
+8.15%
Winner
SPY
+8.49%

HFWA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHFWASPY
2026+24.78%+8.88%
2025+2.45%+18.00%
2024+21.08%+25.59%
2023-26.28%+26.72%
2022+28.53%-18.64%
2021+9.22%+30.52%
2020-14.06%+17.28%
2019-2.73%+31.09%
2018-0.02%-5.24%
2017+21.19%+20.78%
2016+46.02%+13.59%
2015+13.14%+1.31%
2014+6.05%+14.56%
2013+15.50%+29.00%
2012+15.98%+14.17%
2011-7.09%+0.85%
2010-1.63%+13.14%
2009+12.07%+22.67%
2008-32.82%-36.25%
2007-15.32%+5.32%
2006+3.52%+13.85%
2005+13.39%+5.32%
2004+6.88%+10.75%
2003+26.85%+24.18%
2002+56.03%-22.42%
2001+23.90%-10.13%
2000+22.62%-8.84%
1999+1.47%+8.61%

HFWA vs SPY Drawdown Comparison

The maximum drawdown for HFWA was -65.13%, occurring on Mar 9, 2009. Recovery took 2673 trading sessions.

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

The current HFWA drawdown is -1.18%. The current SPY drawdown is -2.35%.

RankHFWASPY
#1-65.13%
Apr 4, 2006 - Nov 14, 2016		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-55.47%
Jul 23, 2018 - Oct 28, 2022		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-54.34%
Nov 7, 2022 - May 12, 2023		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-22.87%
Apr 3, 2003 - Sep 26, 2005		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-17.05%
Dec 17, 1999 - Jun 29, 2000		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-14.54%
Jan 25, 2017 - Apr 27, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.91%
Apr 27, 2017 - Jul 26, 2017		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-11.34%
Nov 29, 2017 - May 22, 2018		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.53%
Sep 1, 2000 - Nov 22, 2000		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.26%
Mar 20, 2001 - Jun 15, 2001		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-6.77%
Dec 29, 2000 - Feb 7, 2001		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-6.65%
Aug 1, 2017 - Sep 18, 2017		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-6.49%
Sep 30, 2005 - Oct 28, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-6.11%
Nov 6, 2017 - Nov 28, 2017		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-5.94%
Aug 28, 2001 - Dec 3, 2001		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HFWA 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)

HFWA vs SPY dividend yield comparison.

YearHFWASPY
20261.65%0.24%
20254.06%1.07%
20243.76%1.21%
20234.11%1.40%
20222.74%1.65%
20213.31%1.20%
20203.42%1.52%
20192.97%1.75%
20182.09%2.04%
20171.66%1.80%
20162.80%2.03%
20152.81%2.06%
20142.85%1.87%
20132.46%1.81%
20125.45%2.18%
20113.03%2.05%
20100.00%1.80%
20090.73%1.95%
20086.29%3.02%
20074.22%1.85%
20063.18%1.73%
20052.91%1.73%
20042.85%1.82%
20032.55%1.47%
20022.64%1.70%
20013.27%1.25%
20003.04%1.15%
19990.00%0.24%

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