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HIFS vs SPY

Comparison between Hingham Institution For Savings (HIFS, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HIFS, delivering a return of +13.3% compared to +0.8%

HIFS vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HIFS
$627M
Winner
SPY
$735B
Expense Ratio
HIFS
N/A
SPY
0.09%
Max Drawdown
HIFS
65.53%
Winner
SPY
56.47%
Sharpe Ratio
HIFS
0.65
Winner
SPY
1.62
5Y Beta
HIFS
1.10
Winner
SPY
1.00
Industry
HIFS
Banks - Regional
SPY
N/A
P/E Ratio
Winner
HIFS
12.45
SPY
28.99
Forward P/E
Winner
HIFS
10.63
SPY
22.37
PEG Ratio
HIFS
0.16
SPY
N/A
Dividend Yield
HIFS
0.87%
SPY
N/A
5Y Dividends CAGR
Winner
HIFS
8.67%
SPY
5.43%
5Y EPS CAGR
HIFS
-5.14%
Winner
SPY
26.05%
Debt to Equity
HIFS
292.86%
Winner
SPY
32.40%
Free Cash Flow Yield
HIFS
5.93%
SPY
N/A
P/S Ratio
HIFS
6.40
Winner
SPY
3.74
P/B Ratio
Winner
HIFS
1.29
SPY
5.61

HIFS vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HIFS
+1.29%
Winner
SPY
+1.90%
3M
HIFS
+4.12%
Winner
SPY
+8.55%
6M
HIFS
-3.72%
Winner
SPY
+8.18%
1Y
Winner
HIFS
+29.34%
SPY
+25.79%
5Y(CAGR)
HIFS
+0.81%
Winner
SPY
+13.32%
10Y(CAGR)
HIFS
+8.98%
Winner
SPY
+15.19%
Max(CAGR)
Winner
HIFS
+14.03%
SPY
+8.47%

HIFS vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHIFSSPY
2026+6.68%+8.26%
2025+15.26%+18.00%
2024+29.44%+25.59%
2023-29.30%+26.72%
2022-34.21%-18.64%
2021+95.00%+30.52%
2020+7.87%+17.28%
2019+6.33%+31.09%
2018-1.41%-5.24%
2017+4.23%+20.78%
2016+68.39%+13.59%
2015+44.21%+1.31%
2014+13.35%+14.56%
2013+24.72%+29.00%
2012+30.04%+14.17%
2011+13.87%+0.85%
2010+50.54%+13.14%
2009+14.20%+22.67%
2008-12.31%-36.25%
2007-10.68%+5.32%
2006-7.94%+13.85%
2005-8.66%+5.32%
2004+8.03%+10.75%
2003+41.71%+24.18%
2002+29.83%-22.42%
2001+41.53%-10.13%
2000+16.80%-8.84%
1999-0.79%+8.61%

HIFS vs SPY Drawdown Comparison

The maximum drawdown for HIFS was -64.80%, occurring on Oct 31, 2023. This drawdown has not yet recovered.

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

The current HIFS drawdown is -29.83%. The current SPY drawdown is -2.90%.

RankHIFSSPY
#1-64.80%
Jan 4, 2022 - Oct 31, 2023		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-43.69%
Dec 4, 2017 - Jan 14, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-43.10%
Apr 25, 2005 - Sep 17, 2010		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-24.08%
Nov 4, 1999 - Aug 10, 2000		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-18.60%
Aug 9, 2011 - Mar 29, 2012		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-15.69%
Jan 4, 2017 - Nov 21, 2017		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-15.65%
Oct 17, 2012 - Feb 5, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-15.62%
Feb 13, 2013 - Jul 18, 2013		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-15.24%
Jul 31, 2001 - Mar 18, 2002		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-13.61%
Nov 10, 2015 - May 31, 2016		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-12.39%
Jan 15, 2014 - Jun 30, 2014		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-12.24%
May 3, 2021 - Sep 15, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-11.67%
Jan 22, 2004 - Feb 1, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-11.39%
Feb 4, 2005 - Apr 25, 2005		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-10.68%
Jun 2, 2016 - Sep 14, 2016		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HIFS and SPY is 0.89 which considered as a strong positive correlation - the stocks tend to move together.

0.89
-101

Dividend Comparison (1999 - 2026)

HIFS vs SPY dividend yield comparison.

YearHIFSSPY
20260.68%0.24%
20250.89%1.07%
20240.74%1.21%
20231.30%1.40%
20221.10%1.65%
20210.67%1.20%
20201.61%1.52%
20190.73%1.75%
20180.70%2.04%
20170.63%1.80%
20160.62%2.03%
20151.79%2.06%
20141.57%1.87%
20131.68%1.81%
20122.04%2.18%
20112.57%2.05%
20102.58%1.80%
20093.49%1.95%
20084.07%3.02%
20072.70%1.85%
20062.33%1.73%
20052.53%1.73%
20042.10%1.82%
20032.12%1.47%
20022.67%1.70%
20012.49%1.25%
20003.82%1.15%
19990.00%0.24%

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