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HR vs SPY

Comparison between Healthcare Realty Trust Inc (HR, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HR, delivering a return of +13.7% compared to +2.4%

HR vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HR
$7.06B
Winner
SPY
$735B
Expense Ratio
HR
N/A
SPY
0.09%
Max Drawdown
HR
70.97%
Winner
SPY
56.47%
Sharpe Ratio
Winner
HR
1.77
SPY
1.76
5Y Beta
Winner
HR
0.34
SPY
1.00
Industry
HR
Reit - Healthcare Facilities
SPY
N/A
P/E Ratio
Winner
HR
-29.09
SPY
28.46
Forward P/E
Winner
HR
10.83
SPY
21.99
PEG Ratio
HR
8.82
SPY
N/A
Dividend Yield
HR
4.72%
SPY
N/A
5Y Dividends CAGR
HR
-12.51%
Winner
SPY
5.43%
5Y EPS CAGR
HR
N/A
SPY
25.20%
Debt to Equity
HR
92.45%
Winner
SPY
33.33%
Free Cash Flow Yield
HR
6.48%
SPY
N/A
P/S Ratio
HR
6.15
Winner
SPY
3.65
P/B Ratio
Winner
HR
1.57
SPY
5.50

HR vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
HR
+15.20%
SPY
+5.60%
3M
Winner
HR
+15.78%
SPY
+8.72%
6M
Winner
HR
+14.45%
SPY
+10.63%
1Y
Winner
HR
+44.57%
SPY
+26.62%
5Y(CAGR)
HR
+2.43%
Winner
SPY
+13.70%
10Y(CAGR)
HR
+3.67%
Winner
SPY
+15.47%
Max(CAGR)
HR
+8.41%
Winner
SPY
+8.50%

HR vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHRSPY
2026+22.68%+8.50%
2025+10.01%+18.00%
2024+5.61%+25.59%
2023-5.95%+26.72%
2022-23.46%-18.64%
2021+18.37%+30.52%
2020-2.76%+17.28%
2019+29.96%+31.09%
2018-7.28%-5.24%
2017+10.63%+20.78%
2016+12.91%+13.59%
2015+6.98%+1.31%
2014+35.27%+14.56%
2013-8.19%+29.00%
2012+32.78%+14.17%
2011-8.83%+0.85%
2010+3.93%+13.14%
2009+6.42%+22.67%
2008-0.69%-36.25%
2007-22.23%+5.32%
2006+27.55%+13.85%
2005-10.35%+5.32%
2004+23.20%+10.75%
2003+32.76%+24.18%
2002+13.01%-22.42%
2001+42.74%-10.13%
2000+50.85%-8.84%
1999-17.29%+8.61%

HR vs SPY Drawdown Comparison

The maximum drawdown for HR was -61.46%, occurring on Mar 6, 2009. Recovery took 1510 trading sessions.

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

The current HR drawdown is -3.88%. The current SPY drawdown is -1.20%.

RankHRSPY
#1-61.46%
Feb 20, 2007 - Feb 19, 2013
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-47.04%
Aug 15, 2022 - Mar 14, 2024
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-34.81%
Mar 6, 2020 - Oct 20, 2021
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-28.79%
May 17, 2013 - Jan 6, 2015
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-26.00%
Jan 27, 2015 - Jan 22, 2016
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-24.38%
Jun 26, 2017 - Jun 19, 2019
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-23.35%
Aug 1, 2016 - Jun 13, 2017
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-23.28%
Apr 2, 2004 - Dec 1, 2004
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-23.25%
Nov 2, 1999 - Apr 27, 2000
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-23.03%
Oct 28, 2021 - Aug 12, 2022
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-20.83%
Aug 26, 2002 - Jun 9, 2003
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-18.47%
Aug 3, 2005 - Sep 20, 2006
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-16.70%
Sep 28, 2000 - Dec 28, 2000
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-14.58%
Aug 15, 2019 - Aug 19, 2019
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-14.50%
Dec 6, 2004 - Jul 12, 2005
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HR and SPY is 0.80 which considered as a strong positive correlation - the stocks tend to move together.

0.80
-101

Dividend Comparison (1999 - 2026)

HR vs SPY dividend yield comparison.

YearHRSPY
20262.37%0.24%
20256.49%1.07%
20247.32%1.21%
20237.20%1.40%
202234.01%1.65%
20217.89%1.20%
20207.26%1.52%
20197.34%1.75%
20184.22%2.04%
20173.74%1.80%
20163.96%2.03%
20154.24%2.06%
20144.39%1.87%
20135.63%1.81%
20125.00%2.18%
20116.46%2.05%
20105.67%1.80%
20097.18%1.95%
20086.56%3.02%
200726.94%1.85%
20066.68%1.73%
20057.89%1.73%
20046.27%1.82%
20036.91%1.47%
20028.17%1.70%
20018.25%1.25%
200010.49%1.15%
19993.49%0.24%

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