HPE vs SPY
Comparison between Hewlett Packard Enterprise Company (HPE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceHPE has outperformed SPY, delivering a return of +17.0% compared to +13.3%
HPE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
HPE
$40B
Winner
SPY
$652B
Expense Ratio
HPE
N/A
SPY
0.09%
Max Drawdown
HPE
68.40%
Winner
SPY
56.47%
Sharpe Ratio
HPE
1.81
Winner
SPY
2.07
5Y Beta
HPE
1.59
Winner
SPY
1.00
Industry
HPE
Communication Equipment
SPY
N/A
P/E Ratio
Winner
HPE
-312.90
SPY
28.24
Forward P/E
Winner
HPE
12.47
SPY
21.85
PEG Ratio
HPE
0.85
SPY
N/A
Dividend Yield
HPE
1.79%
SPY
N/A
5Y Dividends CAGR
HPE
2.57%
Winner
SPY
5.43%
5Y EPS CAGR
HPE
-22.17%
Winner
SPY
25.79%
Debt to Equity
HPE
83.86%
Winner
SPY
22.35%
Free Cash Flow Yield
HPE
11.12%
SPY
N/A
P/S Ratio
Winner
HPE
1.13
SPY
3.55
P/B Ratio
Winner
HPE
1.61
SPY
5.29
HPE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HPE
+25.42%
SPY
+9.11%
3M
Winner
HPE
+31.81%
SPY
+6.59%
6M
Winner
HPE
+35.18%
SPY
+10.56%
1Y
Winner
HPE
+90.26%
SPY
+32.04%
5Y(CAGR)
Winner
HPE
+17.04%
SPY
+13.35%
10Y(CAGR)
Winner
HPE
+16.11%
SPY
+15.49%
Max(CAGR)
Winner
HPE
+14.81%
SPY
+8.50%
HPE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HPE | SPY |
|---|---|---|
| 2026 | +30.40% | +8.27% |
| 2025 | +14.86% | +18.00% |
| 2024 | +29.45% | +25.59% |
| 2023 | +9.00% | +26.72% |
| 2022 | +2.10% | -18.64% |
| 2021 | +40.71% | +30.52% |
| 2020 | -23.44% | +17.28% |
| 2019 | +21.44% | +31.09% |
| 2018 | -7.25% | -5.24% |
| 2017 | +7.52% | +20.78% |
| 2016 | +54.71% | +13.59% |
| 2015 | -7.83% | +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% |
HPE vs SPY Drawdown Comparison
The maximum drawdown for HPE was -56.91%, occurring on Mar 23, 2020. Recovery took 969 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
| Rank | HPE | SPY |
|---|---|---|
| #1 | -56.91% Mar 6, 2018 - Jan 7, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -48.36% Jan 22, 2025 - Sep 10, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -30.59% Mar 29, 2022 - Jun 15, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -28.81% Oct 23, 2015 - Mar 16, 2016 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -26.28% Jun 18, 2024 - Nov 8, 2024 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -23.73% Oct 9, 2025 - Apr 17, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.52% Aug 8, 2023 - Mar 5, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -14.84% Apr 1, 2016 - May 31, 2016 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -14.03% Dec 6, 2024 - Jan 22, 2025 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -13.43% May 16, 2017 - Sep 26, 2017 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -12.96% Jun 21, 2016 - Jul 14, 2016 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -12.64% Feb 16, 2022 - Mar 25, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -12.49% Oct 2, 2017 - Dec 18, 2017 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -11.76% Mar 6, 2024 - Jun 5, 2024 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.37% Jan 29, 2018 - Feb 23, 2018 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HPE and SPY is 0.90 which considered as a very strong positive correlation - the stocks move almost identically together.
0.90
-101
Dividend Comparison (1999 - 2026)
HPE vs SPY dividend yield comparison.
| Year | HPE | SPY |
|---|---|---|
| 2026 | 0.45% | 0.24% |
| 2025 | 2.22% | 1.07% |
| 2024 | 2.44% | 1.21% |
| 2023 | 2.89% | 1.40% |
| 2022 | 3.01% | 1.65% |
| 2021 | 3.04% | 1.20% |
| 2020 | 4.05% | 1.52% |
| 2019 | 2.88% | 1.75% |
| 2018 | 3.12% | 2.04% |
| 2017 | 70.61% | 1.80% |
| 2016 | 0.99% | 2.03% |
| 2015 | 0.36% | 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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