HRB vs SPY
Comparison between H&R Block Inc (HRB, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceHRB has outperformed SPY, delivering a return of +14.0% compared to +13.8%
HRB vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
HRB vs SPY - Historical Returns
Returns include dividend reinvestment.
HRB vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HRB | SPY |
|---|---|---|
| 2026 | -5.30% | +8.80% |
| 2025 | -15.28% | +18.00% |
| 2024 | +10.56% | +25.59% |
| 2023 | +42.46% | +26.72% |
| 2022 | +54.27% | -18.64% |
| 2021 | +57.47% | +30.52% |
| 2020 | -27.82% | +17.28% |
| 2019 | -4.35% | +31.09% |
| 2018 | -1.51% | -5.24% |
| 2017 | +18.55% | +20.78% |
| 2016 | -27.65% | +13.59% |
| 2015 | +3.13% | +1.31% |
| 2014 | +17.52% | +14.56% |
| 2013 | +56.75% | +29.00% |
| 2012 | +20.01% | +14.17% |
| 2011 | +36.59% | +0.85% |
| 2010 | -45.21% | +13.14% |
| 2009 | +4.01% | +22.67% |
| 2008 | +25.50% | -36.25% |
| 2007 | -17.80% | +5.32% |
| 2006 | -3.56% | +13.85% |
| 2005 | +2.74% | +5.32% |
| 2004 | -10.56% | +10.75% |
| 2003 | +36.56% | +24.18% |
| 2002 | -6.58% | -22.42% |
| 2001 | +126.24% | -10.13% |
| 2000 | +2.14% | -8.84% |
| 1999 | +5.72% | +8.61% |
HRB vs SPY Drawdown Comparison
The maximum drawdown for HRB was -62.06%, occurring on Apr 3, 2020. Recovery took 1630 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HRB drawdown is -36.68%. The current SPY drawdown is -0.92%.
| Rank | HRB | SPY |
|---|---|---|
| #1 | -62.06% Nov 2, 2015 - Apr 25, 2022 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -58.52% Jul 15, 2005 - Feb 4, 2013 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -55.53% Aug 20, 2024 - Feb 12, 2026 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -41.96% Aug 20, 2002 - Nov 26, 2003 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -40.99% Nov 17, 1999 - Feb 28, 2001 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -39.12% Aug 18, 2022 - Nov 22, 2023 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -25.99% Feb 11, 2004 - Jun 16, 2005 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -22.48% Feb 25, 2002 - Aug 16, 2002 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -20.24% Oct 3, 2001 - Dec 6, 2001 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -17.96% Aug 1, 2013 - Feb 24, 2014 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -17.82% Aug 27, 2014 - Nov 28, 2014 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -16.27% Apr 25, 2022 - May 11, 2022 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -16.14% Feb 5, 2015 - Aug 5, 2015 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -14.31% Feb 25, 2014 - Jun 11, 2014 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -11.76% Sep 6, 2001 - Oct 1, 2001 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HRB and SPY is 0.88 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
HRB vs SPY dividend yield comparison.
| Year | HRB | SPY |
|---|---|---|
| 2026 | 1.06% | 0.24% |
| 2025 | 3.65% | 1.07% |
| 2024 | 2.63% | 1.21% |
| 2023 | 2.52% | 1.40% |
| 2022 | 3.07% | 1.65% |
| 2021 | 4.54% | 1.20% |
| 2020 | 6.56% | 1.52% |
| 2019 | 4.39% | 1.75% |
| 2018 | 3.90% | 2.04% |
| 2017 | 3.59% | 1.80% |
| 2016 | 3.74% | 2.03% |
| 2015 | 2.40% | 2.06% |
| 2014 | 2.38% | 1.87% |
| 2013 | 2.75% | 1.81% |
| 2012 | 4.31% | 2.18% |
| 2011 | 3.98% | 2.05% |
| 2010 | 5.04% | 1.80% |
| 2009 | 2.65% | 1.95% |
| 2008 | 2.57% | 3.02% |
| 2007 | 2.99% | 1.85% |
| 2006 | 2.26% | 1.73% |
| 2005 | 1.91% | 1.73% |
| 2004 | 1.71% | 1.82% |
| 2003 | 1.37% | 1.47% |
| 2002 | 1.69% | 1.70% |
| 2001 | 1.39% | 1.25% |
| 2000 | 2.78% | 1.15% |
| 1999 | 0.63% | 0.24% |
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