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HQL vs SPY

Comparison between abrdn Life Sciences Investors (HQL, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HQL, delivering a return of +13.3% compared to +8.0%

HQL vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
HQL
$588M
Winner
SPY
$735B
Expense Ratio
HQL
N/A
SPY
0.09%
Max Drawdown
HQL
84.10%
Winner
SPY
56.47%
Sharpe Ratio
Winner
HQL
1.94
SPY
1.62
5Y Beta
Winner
HQL
0.71
SPY
1.00
P/E Ratio
HQL
N/A
SPY
28.99
Forward P/E
HQL
N/A
SPY
22.37
5Y Dividends CAGR
Winner
HQL
9.07%
SPY
5.43%
5Y EPS CAGR
HQL
N/A
SPY
26.05%
Debt to Equity
HQL
N/A
SPY
32.40%
P/S Ratio
HQL
N/A
SPY
3.74
P/B Ratio
HQL
N/A
SPY
5.61

HQL vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HQL
-2.40%
Winner
SPY
+1.90%
3M
Winner
HQL
+9.81%
SPY
+8.55%
6M
HQL
+5.58%
Winner
SPY
+8.18%
1Y
Winner
HQL
+52.87%
SPY
+25.79%
5Y(CAGR)
HQL
+8.00%
Winner
SPY
+13.32%
10Y(CAGR)
HQL
+8.83%
Winner
SPY
+15.19%
Max(CAGR)
Winner
HQL
+10.81%
SPY
+8.47%

HQL vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHQLSPY
2026+7.65%+8.26%
2025+44.05%+18.00%
2024+8.82%+25.59%
2023+3.56%+26.72%
2022-19.50%-18.64%
2021+7.51%+30.52%
2020+24.15%+17.28%
2019+22.34%+31.09%
2018-16.96%-5.24%
2017+23.41%+20.78%
2016-17.36%+13.59%
2015+5.15%+1.31%
2014+32.12%+14.56%
2013+45.86%+29.00%
2012+35.62%+14.17%
2011+19.57%+0.85%
2010+19.26%+13.14%
2009+8.27%+22.67%
2008-27.57%-36.25%
2007+7.75%+5.32%
2006-6.90%+13.85%
2005+11.70%+5.32%
2004+8.55%+10.75%
2003+38.11%+24.18%
2002-35.94%-22.42%
2001+17.75%-10.13%
2000+21.69%-8.84%
1999+36.71%+8.61%

HQL vs SPY Drawdown Comparison

The maximum drawdown for HQL was -62.49%, occurring on Oct 9, 2002. Recovery took 2992 trading sessions.

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

The current HQL drawdown is -5.26%. The current SPY drawdown is -2.90%.

RankHQLSPY
#1-62.49%
Feb 18, 2000 - Jan 11, 2012		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-45.19%
Jul 23, 2015 - Nov 27, 2020		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-38.82%
Sep 7, 2021 - Sep 26, 2025		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-18.54%
Feb 27, 2014 - Oct 28, 2014		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-16.72%
May 15, 2013 - Jul 26, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-13.80%
Oct 8, 2012 - Dec 11, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.50%
Feb 19, 2021 - Jun 29, 2021		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-10.25%
Oct 31, 2025 - Nov 24, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-10.01%
Aug 2, 2013 - Sep 11, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-9.85%
Jan 27, 2000 - Feb 7, 2000		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-9.07%
Mar 20, 2015 - Jun 22, 2015		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-8.92%
Nov 8, 1999 - Dec 21, 1999		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-8.61%
Dec 18, 2014 - Jan 13, 2015		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-8.18%
Sep 11, 2013 - Nov 25, 2013		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-8.13%
Dec 12, 2014 - Dec 18, 2014		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HQL and SPY is 0.92 which considered as a very strong positive correlation - the stocks move almost identically together.

0.92
-101

Dividend Comparison (1999 - 2026)

HQL vs SPY dividend yield comparison.

YearHQLSPY
20266.62%0.24%
202510.85%1.07%
202414.18%1.21%
20239.44%1.40%
20229.57%1.65%
20218.79%1.20%
20207.90%1.52%
20198.03%1.75%
201810.72%2.04%
20178.25%1.80%
201612.18%2.03%
201511.84%2.06%
20147.11%1.87%
20136.80%1.81%
20128.00%2.18%
201112.38%2.05%
20104.83%1.80%
20094.45%1.95%
200812.73%3.02%
20078.83%1.85%
20069.22%1.73%
200513.15%1.73%
20048.57%1.82%
20037.99%1.47%
200218.33%1.70%
200114.60%1.25%
200014.25%1.15%
19990.00%0.24%

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