HG vs SPY
Comparison between Hamilton Insurance Group Ltd - Class B (HG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
HG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
HG
$3.21B
Winner
SPY
$735B
Expense Ratio
HG
N/A
SPY
0.09%
Max Drawdown
Winner
HG
21.07%
SPY
56.47%
Sharpe Ratio
HG
1.68
Winner
SPY
1.91
5Y Beta
Winner
HG
0.50
SPY
1.00
Industry
HG
Insurance - Reinsurance
SPY
N/A
P/E Ratio
Winner
HG
3.67
SPY
28.68
Forward P/E
HG
N/A
SPY
22.19
PEG Ratio
HG
0.05
SPY
N/A
5Y Dividends CAGR
HG
N/A
SPY
5.43%
5Y EPS CAGR
HG
N/A
SPY
26.37%
Debt to Equity
Winner
HG
5.50%
SPY
34.04%
Free Cash Flow Yield
HG
28.26%
SPY
N/A
P/S Ratio
Winner
HG
1.11
SPY
3.76
P/B Ratio
Winner
HG
1.18
SPY
5.55
HG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
HG
-2.86%
Winner
SPY
+4.84%
3M
HG
+9.00%
Winner
SPY
+9.57%
6M
Winner
HG
+25.16%
SPY
+13.79%
1Y
Winner
HG
+63.39%
SPY
+29.34%
5Y(CAGR)
HG
N/A
SPY
+13.98%
10Y(CAGR)
HG
N/A
SPY
+15.66%
Max(CAGR)
Winner
HG
+37.80%
SPY
+8.53%
HG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HG | SPY |
|---|---|---|
| 2026 | +23.79% | +9.45% |
| 2025 | +49.28% | +18.00% |
| 2024 | +26.61% | +25.59% |
| 2023 | -0.33% | +26.72% |
| 2022 | N/A | -18.64% |
| 2021 | N/A | +30.52% |
| 2020 | N/A | +17.28% |
| 2019 | N/A | +31.09% |
| 2018 | N/A | -5.24% |
| 2017 | N/A | +20.78% |
| 2016 | N/A | +13.59% |
| 2015 | N/A | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
HG vs SPY Drawdown Comparison
The maximum drawdown for HG was -21.07%, occurring on Apr 10, 2024. Recovery took 107 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HG drawdown is -3.78%. The current SPY drawdown is -0.34%.
| Rank | HG | SPY |
|---|---|---|
| #1 | -21.07% Dec 5, 2023 - May 9, 2024 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -19.09% Mar 27, 2025 - May 29, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -16.31% Sep 25, 2024 - Mar 5, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -13.19% Jun 5, 2024 - Aug 13, 2024 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -10.37% Aug 16, 2024 - Sep 25, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.48% Apr 21, 2026 - May 4, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -8.08% Dec 23, 2025 - Feb 4, 2026 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -8.02% Jun 2, 2025 - Aug 8, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -6.89% Oct 6, 2025 - Nov 5, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -6.69% Feb 17, 2026 - Feb 26, 2026 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -5.66% Aug 14, 2025 - Sep 4, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -5.06% Feb 26, 2026 - Mar 31, 2026 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -5.04% Mar 6, 2025 - Mar 20, 2025 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -4.89% Nov 25, 2025 - Dec 11, 2025 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -4.55% Sep 4, 2025 - Sep 26, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HG and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.
0.92
-101
Dividend Comparison (1999 - 2026)
HG vs SPY dividend yield comparison.
| Year | HG | SPY |
|---|---|---|
| 2026 | 6.34% | 0.24% |
| 2025 | 0.00% | 1.07% |
| 2024 | 0.00% | 1.21% |
| 2023 | 0.00% | 1.40% |
| 2022 | 0.00% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.00% | 1.52% |
| 2019 | 0.00% | 1.75% |
| 2018 | 0.00% | 2.04% |
| 2017 | 0.00% | 1.80% |
| 2016 | 0.00% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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