HTLD vs SPY

Comparison between Heartland Express Inc (HTLD, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HTLD, delivering a return of +13.3% compared to -1.3%

HTLD vs SPY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	HTLD(COMPANY)	SPY(ETF)
Market Cap / Net Assets	$1.14B	$735B
Expense Ratio	N/A	0.09%
Max Drawdown	74.45%	56.47%
Sharpe Ratio	1.58	1.62
5Y Beta	0.79	1.00
Industry	Trucking	N/A
P/E Ratio	-26.26	28.99
Forward P/E	21.05	22.37
PEG Ratio	-0.48	N/A
Dividend Yield	0.51%	N/A
5Y Dividends CAGR	4.56%	5.43%
5Y EPS CAGR	N/A	26.05%
Debt to Equity	20.01%	32.40%
Free Cash Flow Yield	-5.62%	N/A
P/S Ratio	1.52	3.74
P/B Ratio	1.55	5.61

Market Cap / Net Assets

HTLD

$1.14B

Winner

SPY

$735B

Expense Ratio

HTLD

N/A

SPY

0.09%

Max Drawdown

HTLD

74.45%

Winner

SPY

56.47%

Sharpe Ratio

HTLD

1.58

Winner

SPY

1.62

5Y Beta

Winner

HTLD

0.79

SPY

1.00

Industry

HTLD

Trucking

SPY

N/A

P/E Ratio

Winner

HTLD

-26.26

SPY

28.99

Forward P/E

Winner

HTLD

21.05

SPY

22.37

PEG Ratio

HTLD

-0.48

SPY

N/A

Dividend Yield

HTLD

0.51%

SPY

N/A

5Y Dividends CAGR

HTLD

4.56%

Winner

SPY

5.43%

5Y EPS CAGR

HTLD

N/A

SPY

26.05%

Debt to Equity

Winner

HTLD

20.01%

SPY

32.40%

Free Cash Flow Yield

HTLD

-5.62%

SPY

N/A

P/S Ratio

Winner

HTLD

1.52

SPY

3.74

P/B Ratio

Winner

HTLD

1.55

SPY

5.61

HTLD vs SPY - Historical Returns

Returns include dividend reinvestment.

Period	HTLD	SPY
1 month	+23.26%	+1.90%
3 months	+45.89%	+8.55%
6 months	+74.26%	+8.18%
1 year	+83.99%	+25.79%
5 years(CAGR)	-1.32%	+13.32%
10 years(CAGR)	-0.89%	+15.19%
Max(CAGR)	+7.20%	+8.47%

Winner

HTLD

+23.26%

SPY

+1.90%

Winner

HTLD

+45.89%

SPY

+8.55%

Winner

HTLD

+74.26%

SPY

+8.18%

Winner

HTLD

+83.99%

SPY

+25.79%

5Y(CAGR)

HTLD

-1.32%

Winner

SPY

+13.32%

10Y(CAGR)

HTLD

-0.89%

Winner

SPY

+15.19%

Max(CAGR)

HTLD

+7.20%

Winner

SPY

+8.47%

HTLD vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	HTLD	SPY
2026	+72.36%	+8.26%
2025	-16.87%	+18.00%
2024	-18.90%	+25.59%
2023	-8.04%	+26.72%
2022	-7.91%	-18.64%
2021	-3.23%	+30.52%
2020	-12.78%	+17.28%
2019	+15.30%	+31.09%
2018	-22.28%	-5.24%
2017	+14.22%	+20.78%
2016	+22.79%	+13.59%
2015	-36.65%	+1.31%
2014	+38.28%	+14.56%
2013	+48.20%	+29.00%
2012	-1.33%	+14.17%
2011	-11.81%	+0.85%
2010	+8.76%	+13.14%
2009	-3.50%	+22.67%
2008	+15.56%	-36.25%
2007	+3.90%	+5.32%
2006	-2.10%	+13.85%
2005	-9.94%	+5.32%
2004	+35.70%	+10.75%
2003	+6.26%	+24.18%
2002	+23.72%	-22.42%
2001	+58.22%	-10.13%
2000	+49.57%	-8.84%
1999	+8.62%	+8.61%

HTLD vs SPY Drawdown Comparison

The maximum drawdown for HTLD was -72.26%, occurring on Nov 20, 2025. This drawdown has not yet recovered.

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

The current HTLD drawdown is -38.07%. The current SPY drawdown is -2.90%.

Rank	HTLD	SPY
#1	-72.26% Dec 26, 2014 - Nov 20, 2025	-55.20% Oct 9, 2007 - Aug 16, 2012
#2	-34.55% Aug 14, 2008 - Feb 16, 2011	-47.50% Mar 24, 2000 - Oct 26, 2006
#3	-32.47% Feb 27, 2002 - Jul 15, 2003	-33.70% Feb 19, 2020 - Aug 10, 2020
#4	-28.51% Apr 6, 2011 - Nov 12, 2013	-24.50% Jan 3, 2022 - Dec 13, 2023
#5	-25.37% Apr 20, 2006 - Jul 11, 2007	-19.34% Sep 20, 2018 - Apr 12, 2019
#6	-23.94% Jul 12, 2007 - Jul 22, 2008	-18.76% Feb 19, 2025 - Jun 26, 2025
#7	-22.34% Dec 29, 2004 - Jan 30, 2006	-13.02% Jul 20, 2015 - Apr 18, 2016
#8	-22.27% May 16, 2001 - Jul 17, 2001	-10.10% Jan 26, 2018 - Aug 6, 2018
#9	-22.03% Aug 3, 2001 - Dec 5, 2001	-9.44% Sep 2, 2020 - Nov 11, 2020
#10	-21.22% Sep 4, 2003 - Jun 28, 2004	-9.30% Jan 19, 2000 - Mar 17, 2000
#11	-19.81% Dec 31, 1999 - Apr 7, 2000	-9.05% Jul 19, 2007 - Oct 5, 2007
#12	-14.40% Feb 23, 2006 - Apr 19, 2006	-8.88% Jan 27, 2026 - Apr 14, 2026
#13	-14.12% May 26, 2000 - Nov 16, 2000	-8.41% Jul 16, 2024 - Sep 19, 2024
#14	-12.82% Apr 22, 2014 - Jul 22, 2014	-7.35% Sep 14, 2012 - Jan 2, 2013
#15	-12.16% May 1, 2000 - May 26, 2000	-7.27% Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HTLD and SPY is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25

-101

Dividend Comparison (1999 - 2026)

HTLD vs SPY dividend yield comparison.

Year	HTLD	SPY
2026	0.13%	0.24%
2025	0.89%	1.07%
2024	0.71%	1.21%
2023	0.56%	1.40%
2022	0.52%	1.65%
2021	3.45%	1.20%
2020	0.44%	1.52%
2019	0.38%	1.75%
2018	0.44%	2.04%
2017	0.34%	1.80%
2016	0.39%	2.03%
2015	0.47%	2.06%
2014	0.30%	1.87%
2013	0.41%	1.81%
2012	8.26%	2.18%
2011	0.56%	2.05%
2010	6.74%	1.80%
2009	0.52%	1.95%
2008	0.51%	3.02%
2007	14.67%	1.85%
2006	0.50%	1.73%
2005	0.39%	1.73%
2004	0.30%	1.82%
2003	0.17%	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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HTLD vs SPY

HTLD vs SPY - Performance Comparison

Key Characteristics

HTLD vs SPY - Historical Returns

HTLD vs SPY - Annual Returns (1999 - 2026)

HTLD vs SPY Drawdown Comparison

Correlation

Dividend Comparison (1999 - 2026)

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