HTUS vs SPY
Comparison between HULL TACTICAL US ETF (HTUS, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceHTUS has outperformed SPY, delivering a return of +14.9% compared to +13.3%
HTUS vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
HTUS
$138M
Winner
SPY
$735B
Expense Ratio
HTUS
0.96%
Winner
SPY
0.09%
Max Drawdown
Winner
HTUS
50.72%
SPY
56.47%
Sharpe Ratio
Winner
HTUS
1.75
SPY
1.62
5Y Beta
HTUS
1.02
Winner
SPY
1.00
P/E Ratio
HTUS
N/A
SPY
28.99
Forward P/E
HTUS
N/A
SPY
22.37
5Y Dividends CAGR
HTUS
N/A
SPY
5.43%
5Y EPS CAGR
HTUS
N/A
SPY
26.05%
Debt to Equity
HTUS
N/A
SPY
32.40%
P/S Ratio
HTUS
N/A
SPY
3.74
P/B Ratio
HTUS
N/A
SPY
5.61
HTUS vs SPY - Holdings Comparison
HTUS and SPY have 1 common holdings. Overlap is -2.72%
HTUS's top 25 holdings weight is 90.88%. SPY's top 25 holdings weight is 52.37%.
| Rank | HTUS | SPY |
|---|---|---|
| #1 | SPDR® S&P 500® ETF (SPY) - 32.96% | NVIDIA CORP (NVDA) - 8.10% |
| #2 | E-MINI S&P 500 FUTURE DEC 25 (n/a) - 30.97% | APPLE INC (AAPL) - 7.02% |
| #3 | CASH & CASH EQUIVALENTS (n/a) - 15.86% | MICROSOFT CORP (MSFT) - 4.79% |
| #4 | US DOLLAR FUTURE (n/a) - 4.45% | AMAZON.COM INC (AMZN) - 4.02% |
| #5 | US TREASURY BILL 0% (n/a) - 4.24% | ALPHABET INC CLASS A (GOOGL) - 3.51% |
| #6 | ALPHA ARCHITECT 1-3 MONTH BOX ETF (BOXX) - 2.22% | BROADCOM INC (AVGO) - 3.10% |
| #7 | SPXW US 11/21/25 C6895 (n/a) - 0.04% | ALPHABET INC CLASS C (GOOG) - 2.79% |
| #8 | US DOLLARS (n/a) - 0.02% | META PLATFORMS INC CLASS A (META) - 2.08% |
| #9 | SPXW US 11/21/25 C6900 (n/a) - 0.02% | TESLA INC (TSLA) - 1.89% |
| #10 | SPXW US 11/21/25 C6890 (n/a) - 0.02% | MICRON TECHNOLOGY INC (MU) - 1.56% |
| #11 | XSP US 10/16/25 P665 (n/a) - 0.02% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37% |
| #12 | SPXW US 11/21/25 C6970 (n/a) - 0.01% | ELI LILLY AND CO (LLY) - 1.31% |
| #13 | XSP US 10/16/25 C684 (n/a) - 0.01% | JPMORGAN CHASE & CO (JPM) - 1.28% |
| #14 | XSP US 10/16/25 P667 (n/a) - 0.01% | ADVANCED MICRO DEVICES INC (AMD) - 1.27% |
| #15 | XSP US 10/16/25 P669 (n/a) - 0.01% | EXXON MOBIL CORP (XOM) - 0.97% |
| #16 | XSP US 10/17/25 P671 (n/a) - 0.01% | INTEL CORP (INTC) - 0.90% |
| #17 | XSP US 10/22/25 P665 (n/a) - 0.01% | JOHNSON & JOHNSON (JNJ) - 0.86% |
| #18 | XSP US 10/16/25 C662 (n/a) - 0.00% | VISA INC CLASS A (V) - 0.85% |
| #19 | XSP US 10/16/25 C676 (n/a) - 0.00% | WALMART INC (WMT) - 0.81% |
| #20 | XSP US 10/16/25 C677 (n/a) - 0.00% | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | XSP US 10/16/25 C678 (n/a) - 0.00% | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | XSP US 10/16/25 C679 (n/a) - 0.00% | CATERPILLAR INC (CAT) - 0.66% |
| #23 | XSP US 10/16/25 C680 (n/a) - 0.00% | MASTERCARD INC CLASS A (MA) - 0.62% |
| #24 | XSP US 10/16/25 C672 (n/a) - 0.00% | LAM RESEARCH CORP (LRCX) - 0.62% |
| #25 | XSP US 10/16/25 C673 (n/a) - 0.00% | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 194 | 505 |
HTUS vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
Winner
HTUS
+2.43%
SPY
+1.90%
3M
Winner
HTUS
+9.67%
SPY
+8.55%
6M
Winner
HTUS
+9.89%
SPY
+8.18%
1Y
Winner
HTUS
+27.04%
SPY
+25.79%
5Y(CAGR)
Winner
HTUS
+14.92%
SPY
+13.32%
10Y(CAGR)
HTUS
+12.38%
Winner
SPY
+15.19%
Max(CAGR)
Winner
HTUS
+11.66%
SPY
+8.47%
HTUS vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | HTUS | SPY |
|---|---|---|
| 2026 | +9.37% | +8.26% |
| 2025 | +16.82% | +18.00% |
| 2024 | +25.97% | +25.59% |
| 2023 | +28.48% | +26.72% |
| 2022 | -13.43% | -18.64% |
| 2021 | +26.50% | +30.52% |
| 2020 | +12.18% | +17.28% |
| 2019 | +18.06% | +31.09% |
| 2018 | -10.05% | -5.24% |
| 2017 | +11.78% | +20.78% |
| 2016 | +5.41% | +13.59% |
| 2015 | +0.32% | +1.31% |
| 2014 | N/A | +14.56% |
| 2013 | N/A | +29.00% |
| 2012 | N/A | +14.17% |
| 2011 | N/A | +0.85% |
| 2010 | N/A | +13.14% |
| 2009 | N/A | +22.67% |
| 2008 | N/A | -36.25% |
| 2007 | N/A | +5.32% |
| 2006 | N/A | +13.85% |
| 2005 | N/A | +5.32% |
| 2004 | N/A | +10.75% |
| 2003 | N/A | +24.18% |
| 2002 | N/A | -22.42% |
| 2001 | N/A | -10.13% |
| 2000 | N/A | -8.84% |
| 1999 | N/A | +8.61% |
HTUS vs SPY Drawdown Comparison
The maximum drawdown for HTUS was -47.50%, occurring on Mar 18, 2020. Recovery took 167 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current HTUS drawdown is -2.30%. The current SPY drawdown is -2.90%.
| Rank | HTUS | SPY |
|---|---|---|
| #1 | -47.50% Feb 12, 2020 - Oct 9, 2020 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -24.38% Dec 16, 2024 - Jun 27, 2025 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -21.35% Nov 22, 2021 - Jun 13, 2023 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -20.03% Jan 26, 2018 - Oct 28, 2019 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -13.65% Jul 28, 2023 - Dec 8, 2023 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -8.68% Feb 25, 2026 - Apr 14, 2026 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -7.05% Jul 16, 2024 - Aug 15, 2024 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -4.55% Mar 28, 2024 - May 14, 2024 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -4.40% Aug 30, 2024 - Sep 19, 2024 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -4.33% Sep 3, 2021 - Oct 21, 2021 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -4.22% Oct 28, 2025 - Nov 26, 2025 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -4.16% Oct 13, 2020 - Nov 5, 2020 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -4.12% Dec 20, 2023 - Jan 23, 2024 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -3.99% Feb 1, 2016 - Feb 22, 2016 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -3.32% Feb 24, 2021 - Mar 11, 2021 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between HTUS and SPY is 0.99 which considered as a very strong positive correlation - the stocks move almost identically together.
0.99
-101
Dividend Comparison (1999 - 2026)
HTUS vs SPY dividend yield comparison.
| Year | HTUS | SPY |
|---|---|---|
| 2026 | 0.00% | 0.24% |
| 2025 | 11.89% | 1.07% |
| 2024 | 17.80% | 1.21% |
| 2023 | 1.18% | 1.40% |
| 2022 | 5.63% | 1.65% |
| 2021 | 7.20% | 1.20% |
| 2020 | 3.77% | 1.52% |
| 2019 | 0.92% | 1.75% |
| 2018 | 8.69% | 2.04% |
| 2017 | 8.29% | 1.80% |
| 2016 | 3.02% | 2.03% |
| 2015 | 0.00% | 2.06% |
| 2014 | 0.00% | 1.87% |
| 2013 | 0.00% | 1.81% |
| 2012 | 0.00% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 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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