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HTO vs SPY

Comparison between H2O America (HTO, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HTO, delivering a return of +13.3% compared to +0.6%

HTO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HTO
$2.43B
Winner
SPY
$735B
Expense Ratio
HTO
N/A
SPY
0.09%
Max Drawdown
Winner
HTO
56.47%
SPY
56.47%
Sharpe Ratio
HTO
0.56
Winner
SPY
1.62
5Y Beta
Winner
HTO
-0.01
SPY
1.00
Industry
HTO
Utilities - Regulated Water
SPY
N/A
P/E Ratio
Winner
HTO
20.25
SPY
28.99
Forward P/E
Winner
HTO
20.33
SPY
22.37
PEG Ratio
HTO
2.53
SPY
N/A
Dividend Yield
HTO
2.95%
SPY
N/A
5Y Dividends CAGR
Winner
HTO
10.15%
SPY
5.43%
5Y EPS CAGR
HTO
5.81%
Winner
SPY
26.05%
Debt to Equity
HTO
102.18%
Winner
SPY
32.40%
Free Cash Flow Yield
HTO
10.11%
SPY
N/A
P/S Ratio
Winner
HTO
2.96
SPY
3.74
P/B Ratio
Winner
HTO
1.31
SPY
5.61

HTO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HTO
-0.19%
Winner
SPY
+1.90%
3M
HTO
+2.43%
Winner
SPY
+8.55%
6M
Winner
HTO
+21.83%
SPY
+8.18%
1Y
HTO
+14.21%
Winner
SPY
+25.79%
5Y(CAGR)
HTO
+0.60%
Winner
SPY
+13.32%
10Y(CAGR)
HTO
+7.46%
Winner
SPY
+15.19%
Max(CAGR)
HTO
+6.85%
Winner
SPY
+8.47%

HTO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHTOSPY
2026+18.51%+8.26%
2025+4.04%+18.00%
2024-22.90%+25.59%
2023-18.84%+26.72%
2022+14.09%-18.64%
2021+9.33%+30.52%
2020+1.58%+17.28%
2019+32.28%+31.09%
2018-10.70%-5.24%
2017+17.96%+20.78%
2016+94.53%+13.59%
2015-5.35%+1.31%
2014+13.71%+14.56%
2013+12.28%+29.00%
2012+14.01%+14.17%
2011-7.80%+0.85%
2010+17.04%+13.14%
2009-21.01%+22.67%
2008-9.23%-36.25%
2007-11.78%+5.32%
2006+73.98%+13.85%
2005+33.08%+5.32%
2004+27.40%+10.75%
2003+17.62%+24.18%
2002-9.26%-22.42%
2001-14.06%-10.13%
2000-12.40%-8.84%
1999+1.57%+8.61%

HTO vs SPY Drawdown Comparison

The maximum drawdown for HTO was -54.53%, occurring on Mar 9, 2009. Recovery took 1969 trading sessions.

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

The current HTO drawdown is -24.12%. The current SPY drawdown is -2.90%.

RankHTOSPY
#1-54.53%
Mar 29, 2007 - Jan 23, 2015		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-42.84%
Dec 27, 2022 - Jan 10, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-40.26%
Aug 7, 2000 - Feb 19, 2004		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-33.50%
Jan 24, 2020 - Nov 5, 2021		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-23.74%
Nov 30, 2017 - Jun 19, 2018		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-22.07%
Jun 22, 2018 - Aug 16, 2019		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-21.77%
Dec 31, 2021 - Nov 10, 2022		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-20.62%
Jan 26, 2015 - Feb 19, 2016		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-20.02%
Jul 28, 2005 - Aug 14, 2006		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-19.52%
Mar 1, 2004 - Nov 22, 2004		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-18.59%
Dec 9, 2016 - Aug 9, 2017		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-18.29%
Jan 9, 2007 - Mar 29, 2007		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-16.99%
Nov 29, 2004 - Mar 4, 2005		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-13.15%
Apr 19, 2016 - Jun 10, 2016		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-11.49%
Mar 4, 2005 - Apr 28, 2005		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HTO and SPY is 0.84 which considered as a strong positive correlation - the stocks tend to move together.

0.84
-101

Dividend Comparison (1999 - 2026)

HTO vs SPY dividend yield comparison.

YearHTOSPY
20261.53%0.24%
20253.43%1.07%
20243.25%1.21%
20232.33%1.40%
20221.77%1.65%
20211.86%1.20%
20201.85%1.52%
20191.69%1.75%
20182.01%2.04%
20171.63%1.80%
20161.45%2.03%
20152.63%2.06%
20142.33%1.87%
20132.45%1.81%
20122.67%2.18%
20112.92%2.05%
20102.57%1.80%
20092.92%1.95%
20082.15%3.02%
20071.75%1.85%
20061.45%1.73%
20052.95%1.73%
20043.52%1.82%
20033.26%1.47%
20023.54%1.70%
20013.78%1.25%
20002.43%1.15%
19990.50%0.24%

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Popular: HTO vs SPY