HII vs SPY

Comparison between Huntington Ingalls Industries Inc (HII, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HII, delivering a return of +13.3% compared to +10.2%

HII vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HII(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$13B	$652B
Expense Ratio	N/A	0.09%
Max Drawdown	50.52%	56.47%
Sharpe Ratio	1.06	2.07
5Y Beta	0.68	1.00
Industry	Aerospace & Defense	N/A
P/E Ratio	20.74	28.24
Forward P/E	20.20	21.85
PEG Ratio	1.96	N/A
Dividend Yield	1.73%	N/A
5Y Dividends CAGR	4.87%	5.43%
5Y EPS CAGR	-1.50%	25.79%
Debt to Equity	52.48%	22.35%
Free Cash Flow Yield	6.30%	N/A
P/S Ratio	0.98	3.55
P/B Ratio	2.82	5.29

Market Cap / Net Assets

HII

$13B

Winner

SPY

$652B

Expense Ratio

HII

N/A

SPY

0.09%

Max Drawdown

Winner

HII

50.52%

SPY

56.47%

Sharpe Ratio

HII

1.06

Winner

SPY

2.07

5Y Beta

Winner

HII

0.68

SPY

1.00

Industry

HII

Aerospace & Defense

SPY

N/A

P/E Ratio

Winner

HII

20.74

SPY

28.24

Forward P/E

Winner

HII

20.20

SPY

21.85

PEG Ratio

HII

1.96

SPY

N/A

Dividend Yield

HII

1.73%

SPY

N/A

5Y Dividends CAGR

HII

4.87%

Winner

SPY

5.43%

5Y EPS CAGR

HII

-1.50%

Winner

SPY

25.79%

Debt to Equity

HII

52.48%

Winner

SPY

22.35%

Free Cash Flow Yield

HII

6.30%

SPY

N/A

P/S Ratio

Winner

HII

0.98

SPY

3.55

P/B Ratio

Winner

HII

2.82

SPY

5.29

HII vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	HII	SPY
1 month	-23.13%	+9.11%
3 months	-21.84%	+6.59%
6 months	+2.92%	+10.56%
1 year	+38.28%	+32.04%
5 years(CAGR)	+10.20%	+13.35%
10 years(CAGR)	+9.50%	+15.49%
Max(CAGR)	+16.87%	+8.50%

HII

-23.13%

Winner

SPY

+9.11%

HII

-21.84%

Winner

SPY

+6.59%

HII

+2.92%

Winner

SPY

+10.56%

Winner

HII

+38.28%

SPY

+32.04%

5Y(CAGR)

HII

+10.20%

Winner

SPY

+13.35%

10Y(CAGR)

HII

+9.50%

Winner

SPY

+15.49%

Max(CAGR)

Winner

HII

+16.87%

SPY

+8.50%

HII vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HII	SPY
2026	-9.31%	+8.27%
2025	+85.49%	+18.00%
2024	-25.81%	+25.59%
2023	+16.35%	+26.72%
2022	+26.75%	-18.64%
2021	+16.52%	+30.52%
2020	-31.79%	+17.28%
2019	+32.44%	+31.09%
2018	-15.45%	-5.24%
2017	+26.15%	+20.78%
2016	+50.28%	+13.59%
2015	+14.88%	+1.31%
2014	+29.15%	+14.56%
2013	+105.93%	+29.00%
2012	+34.18%	+14.17%
2011	-16.56%	+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%

HII vs SPY Drawdown Comparison

The maximum drawdown for HII was -49.69%, occurring on Sep 10, 2020. Recovery took 981 trading sessions.

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

The current HII drawdown is -30.31%.

Rank	HII	SPY
#1	-49.69% Jan 21, 2020 - Dec 12, 2023	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-45.21% Mar 4, 2024 - Sep 30, 2025	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-44.94% Mar 31, 2011 - Sep 14, 2012	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-33.80% Feb 21, 2018 - Jan 3, 2020	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-30.64% Mar 2, 2026 - May 7, 2026	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-26.86% Mar 2, 2015 - Apr 12, 2016	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-15.45% Aug 3, 2016 - Nov 11, 2016	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-15.35% Mar 1, 2017 - Sep 21, 2017	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-15.09% Mar 10, 2014 - Sep 10, 2014	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-14.15% Sep 18, 2014 - Nov 10, 2014	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-14.03% Feb 3, 2026 - Feb 19, 2026	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-11.32% Nov 6, 2012 - Jan 22, 2013	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-10.28% Nov 8, 2017 - Feb 15, 2018	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-8.39% Jan 22, 2014 - Feb 20, 2014	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-7.34% Mar 14, 2013 - May 14, 2013	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HII and SPY is 0.86 which considered as a strong positive correlation - the stocks tend to move together.

0.86

-101

Dividend Comparison (1999 - 2026)

HII vs SPY dividend yield comparison.

Year	HII	SPY
2026	0.44%	0.24%
2025	1.60%	1.07%
2024	2.78%	1.21%
2023	1.93%	1.40%
2022	2.07%	1.65%
2021	2.46%	1.20%
2020	2.48%	1.52%
2019	1.44%	1.75%
2018	1.59%	2.04%
2017	1.07%	1.80%
2016	1.14%	2.03%
2015	1.34%	2.06%
2014	0.89%	1.87%
2013	0.56%	1.81%
2012	0.23%	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%