HIG vs SPY
Comparison between Hartford Financial Services Group Inc (HIG, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceHIG has outperformed SPY, delivering a return of +17.0% compared to +13.3%
HIG vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
HIG
$37B
Winner
SPY
$652B
Expense Ratio
HIG
N/A
SPY
0.09%
Max Drawdown
HIG
96.59%
Winner
SPY
56.47%
Sharpe Ratio
HIG
0.16
Winner
SPY
2.07
5Y Beta
Winner
HIG
0.49
SPY
1.00
Industry
HIG
Insurance - Diversified
SPY
N/A
P/E Ratio
Winner
HIG
10.55
SPY
28.24
Forward P/E
Winner
HIG
9.71
SPY
21.85
PEG Ratio
HIG
0.36
SPY
N/A
Dividend Yield
HIG
1.69%
SPY
N/A
5Y Dividends CAGR
Winner
HIG
15.81%
SPY
5.43%
5Y EPS CAGR
HIG
17.67%
Winner
SPY
25.79%
Debt to Equity
HIG
23.15%
Winner
SPY
22.35%
Free Cash Flow Yield
HIG
15.79%
SPY
N/A
P/S Ratio
Winner
HIG
1.27
SPY
3.55
P/B Ratio
Winner
HIG
1.98
SPY
5.29
HIG vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
HIG
-4.99%
Winner
SPY
+9.11%
3M
HIG
-4.92%
Winner
SPY
+6.59%
6M
HIG
+2.86%
Winner
SPY
+10.56%
1Y
HIG
+4.65%
Winner
SPY
+32.04%
5Y(CAGR)
Winner
HIG
+16.97%
SPY
+13.35%
10Y(CAGR)
HIG
+13.99%
Winner
SPY
+15.49%
Max(CAGR)
HIG
+5.82%
Winner
SPY
+8.50%
HIG vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HIG | SPY |
|---|---|---|
| 2026 | -3.34% | +8.27% |
| 2025 | +28.50% | +18.00% |
| 2024 | +36.82% | +25.59% |
| 2023 | +9.22% | +26.72% |
| 2022 | +11.56% | -18.64% |
| 2021 | +46.33% | +30.52% |
| 2020 | -17.17% | +17.28% |
| 2019 | +43.03% | +31.09% |
| 2018 | -17.76% | -5.24% |
| 2017 | +20.00% | +20.78% |
| 2016 | +13.81% | +13.59% |
| 2015 | +5.87% | +1.31% |
| 2014 | +19.87% | +14.56% |
| 2013 | +55.34% | +29.00% |
| 2012 | +36.33% | +14.17% |
| 2011 | -40.40% | +0.85% |
| 2010 | +12.00% | +13.14% |
| 2009 | +38.11% | +22.67% |
| 2008 | -79.38% | -36.25% |
| 2007 | -5.11% | +5.32% |
| 2006 | +8.09% | +13.85% |
| 2005 | +26.75% | +5.32% |
| 2004 | +19.59% | +10.75% |
| 2003 | +28.76% | +24.18% |
| 2002 | -25.94% | -22.42% |
| 2001 | -5.01% | -10.13% |
| 2000 | +59.03% | -8.84% |
| 1999 | -7.06% | +8.61% |
HIG vs SPY Drawdown Comparison
The maximum drawdown for HIG was -96.27%, occurring on Mar 6, 2009. Recovery took 3906 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HIG drawdown is -7.67%.
| Rank | HIG | SPY |
|---|---|---|
| #1 | -96.27% May 22, 2007 - Nov 23, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -57.54% Dec 8, 2000 - Feb 11, 2005 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -44.30% Nov 5, 1999 - Mar 31, 2000 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.30% May 24, 2000 - Jul 26, 2000 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -16.74% Jan 6, 2023 - Nov 22, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -16.11% Mar 31, 2000 - Apr 25, 2000 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -14.21% Oct 2, 2000 - Oct 30, 2000 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.72% Nov 27, 2024 - Mar 27, 2025 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -13.00% May 10, 2006 - Dec 14, 2006 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.04% Apr 2, 2025 - May 2, 2025 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.18% Oct 30, 2000 - Dec 6, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.83% Feb 11, 2005 - May 4, 2005 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.54% Dec 1, 2005 - Apr 28, 2006 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -10.44% Aug 3, 2005 - Nov 4, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -10.01% Oct 17, 2024 - Nov 26, 2024 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HIG and SPY is 0.85 which considered as a strong positive correlation - the stocks tend to move together.
0.85
-101
Dividend Comparison (1999 - 2026)
HIG vs SPY dividend yield comparison.
| Year | HIG | SPY |
|---|---|---|
| 2026 | 0.45% | 0.24% |
| 2025 | 1.57% | 1.07% |
| 2024 | 1.76% | 1.21% |
| 2023 | 2.17% | 1.40% |
| 2022 | 2.08% | 1.65% |
| 2021 | 2.08% | 1.20% |
| 2020 | 2.65% | 1.52% |
| 2019 | 1.97% | 1.75% |
| 2018 | 2.47% | 2.04% |
| 2017 | 1.67% | 1.80% |
| 2016 | 1.80% | 2.03% |
| 2015 | 1.79% | 2.06% |
| 2014 | 1.58% | 1.87% |
| 2013 | 1.38% | 1.81% |
| 2012 | 1.78% | 2.18% |
| 2011 | 2.46% | 2.05% |
| 2010 | 0.76% | 1.80% |
| 2009 | 0.86% | 1.95% |
| 2008 | 11.63% | 3.02% |
| 2007 | 2.33% | 1.85% |
| 2006 | 1.82% | 1.73% |
| 2005 | 1.36% | 1.73% |
| 2004 | 1.63% | 1.82% |
| 2003 | 1.85% | 1.47% |
| 2002 | 2.31% | 1.70% |
| 2001 | 1.61% | 1.25% |
| 2000 | 1.37% | 1.15% |
| 1999 | 0.51% | 0.24% |
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