HQH vs SPY
Comparison between abrdn Healthcare Investors (HQH, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed HQH, delivering a return of +13.3% compared to +7.2%
HQH vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HQH
$1.10B
Winner
SPY
$652B
Expense Ratio
HQH
N/A
SPY
0.09%
Max Drawdown
HQH
78.96%
Winner
SPY
56.47%
Sharpe Ratio
HQH
1.83
Winner
SPY
2.07
5Y Beta
Winner
HQH
0.67
SPY
1.00
P/E Ratio
HQH
N/A
SPY
28.24
Forward P/E
HQH
N/A
SPY
21.85
5Y Dividends CAGR
Winner
HQH
8.22%
SPY
5.43%
5Y EPS CAGR
HQH
N/A
SPY
25.79%
Debt to Equity
HQH
N/A
SPY
22.35%
P/S Ratio
HQH
N/A
SPY
3.55
P/B Ratio
HQH
N/A
SPY
5.29
HQH vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
HQH
+7.22%
Winner
SPY
+9.11%
3M
HQH
+6.54%
Winner
SPY
+6.59%
6M
Winner
HQH
+20.02%
SPY
+10.56%
1Y
Winner
HQH
+49.07%
SPY
+32.04%
5Y(CAGR)
HQH
+7.23%
Winner
SPY
+13.35%
10Y(CAGR)
HQH
+7.95%
Winner
SPY
+15.49%
Max(CAGR)
Winner
HQH
+10.64%
SPY
+8.50%
HQH vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HQH | SPY |
|---|---|---|
| 2026 | +9.59% | +8.27% |
| 2025 | +32.52% | +18.00% |
| 2024 | +8.17% | +25.59% |
| 2023 | +0.48% | +26.72% |
| 2022 | -18.25% | -18.64% |
| 2021 | +10.53% | +30.52% |
| 2020 | +24.74% | +17.28% |
| 2019 | +23.77% | +31.09% |
| 2018 | -14.61% | -5.24% |
| 2017 | +13.05% | +20.78% |
| 2016 | -20.51% | +13.59% |
| 2015 | +3.67% | +1.31% |
| 2014 | +28.02% | +14.56% |
| 2013 | +63.77% | +29.00% |
| 2012 | +31.81% | +14.17% |
| 2011 | +14.95% | +0.85% |
| 2010 | +17.99% | +13.14% |
| 2009 | +4.73% | +22.67% |
| 2008 | -25.90% | -36.25% |
| 2007 | +9.56% | +5.32% |
| 2006 | +0.35% | +13.85% |
| 2005 | +6.43% | +5.32% |
| 2004 | +6.67% | +10.75% |
| 2003 | +39.55% | +24.18% |
| 2002 | -37.22% | -22.42% |
| 2001 | +22.71% | -10.13% |
| 2000 | +28.47% | -8.84% |
| 1999 | +33.29% | +8.61% |
HQH vs SPY Drawdown Comparison
The maximum drawdown for HQH was -54.61%, occurring on Oct 9, 2002. Recovery took 1830 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HQH drawdown is -1.28%.
| Rank | HQH | SPY |
|---|---|---|
| #1 | -54.61% Feb 17, 2000 - Jun 1, 2007 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -45.19% Aug 15, 2008 - Jan 14, 2011 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -41.87% Jul 17, 2015 - Dec 23, 2020 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -37.54% Aug 25, 2021 - Sep 29, 2025 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -23.13% Jun 30, 2011 - Jan 25, 2012 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -21.21% Feb 26, 2014 - Oct 27, 2014 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -16.80% Oct 29, 2007 - Aug 14, 2008 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -13.00% Feb 19, 2026 - Apr 17, 2026 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -12.78% Aug 5, 2013 - Nov 21, 2013 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -12.57% May 15, 2013 - Jul 1, 2013 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -11.54% Jan 24, 2000 - Feb 4, 2000 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -10.84% Jan 22, 2014 - Feb 11, 2014 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -10.81% Jun 1, 2007 - Oct 5, 2007 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -9.96% Feb 24, 2021 - Jun 7, 2021 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -9.80% Oct 31, 2025 - Nov 24, 2025 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HQH and SPY is 0.91 which considered as a very strong positive correlation - the stocks move almost identically together.
0.91
-101
Dividend Comparison (1999 - 2026)
HQH vs SPY dividend yield comparison.
| Year | HQH | SPY |
|---|---|---|
| 2026 | 3.14% | 0.24% |
| 2025 | 11.56% | 1.07% |
| 2024 | 14.21% | 1.21% |
| 2023 | 9.66% | 1.40% |
| 2022 | 9.50% | 1.65% |
| 2021 | 8.59% | 1.20% |
| 2020 | 7.97% | 1.52% |
| 2019 | 8.24% | 1.75% |
| 2018 | 10.75% | 2.04% |
| 2017 | 8.78% | 1.80% |
| 2016 | 9.80% | 2.03% |
| 2015 | 11.97% | 2.06% |
| 2014 | 7.05% | 1.87% |
| 2013 | 6.41% | 1.81% |
| 2012 | 8.15% | 2.18% |
| 2011 | 8.93% | 2.05% |
| 2010 | 4.94% | 1.80% |
| 2009 | 4.39% | 1.95% |
| 2008 | 12.47% | 3.02% |
| 2007 | 8.83% | 1.85% |
| 2006 | 8.86% | 1.73% |
| 2005 | 8.87% | 1.73% |
| 2004 | 8.48% | 1.82% |
| 2003 | 9.20% | 1.47% |
| 2002 | 19.09% | 1.70% |
| 2001 | 13.59% | 1.25% |
| 2000 | 15.51% | 1.15% |
| 1999 | 0.00% | 0.24% |
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