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HY vs SPY

Comparison between Hyster-Yale Materials Handling Inc - Class A (HY, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed HY, delivering a return of +13.3% compared to -11.5%

HY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
HY
$646M
Winner
SPY
$735B
Expense Ratio
HY
N/A
SPY
0.09%
Max Drawdown
HY
79.85%
Winner
SPY
56.47%
Sharpe Ratio
HY
-0.11
Winner
SPY
1.62
5Y Beta
HY
1.16
Winner
SPY
1.00
Industry
HY
Farm & Heavy Construction Machinery
SPY
N/A
P/E Ratio
Winner
HY
-16.96
SPY
28.99
Forward P/E
Winner
HY
13.83
SPY
22.37
PEG Ratio
HY
1.61
SPY
N/A
Dividend Yield
HY
4.00%
SPY
N/A
5Y Dividends CAGR
HY
2.53%
Winner
SPY
5.43%
5Y EPS CAGR
HY
N/A
SPY
26.05%
Debt to Equity
HY
112.62%
Winner
SPY
32.40%
Free Cash Flow Yield
HY
4.32%
SPY
N/A
P/S Ratio
Winner
HY
0.18
SPY
3.74
P/B Ratio
Winner
HY
1.51
SPY
5.61

HY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
HY
-12.68%
Winner
SPY
+1.90%
3M
HY
-7.99%
Winner
SPY
+8.55%
6M
HY
+4.15%
Winner
SPY
+8.18%
1Y
HY
-11.81%
Winner
SPY
+25.79%
5Y(CAGR)
HY
-11.54%
Winner
SPY
+13.32%
10Y(CAGR)
HY
-3.13%
Winner
SPY
+15.19%
Max(CAGR)
HY
+1.58%
Winner
SPY
+8.47%

HY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearHYSPY
2026+17.14%+8.26%
2025-38.58%+18.00%
2024-17.21%+25.59%
2023+148.06%+26.72%
2022-37.75%-18.64%
2021-27.63%+30.52%
2020+3.74%+17.28%
2019-4.06%+31.09%
2018-26.35%-5.24%
2017+32.77%+20.78%
2016+24.26%+13.59%
2015-25.98%+1.31%
2014-20.24%+14.56%
2013+88.04%+29.00%
2012+26.69%+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

HY vs SPY Drawdown Comparison

The maximum drawdown for HY was -77.60%, occurring on Oct 7, 2022. 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 HY drawdown is -59.21%. The current SPY drawdown is -2.90%.

RankHYSPY
#1-77.60%
Feb 16, 2021 - Oct 7, 2022		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-66.43%
Mar 6, 2014 - Jan 25, 2021		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-18.10%
Sep 24, 2013 - Feb 20, 2014		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-16.06%
Jun 18, 2013 - Aug 1, 2013		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-12.30%
Mar 27, 2013 - May 7, 2013		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-11.93%
Oct 2, 2012 - Nov 5, 2012		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-11.48%
Aug 13, 2013 - Sep 5, 2013		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-7.72%
Nov 6, 2012 - Dec 5, 2012		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-7.47%
Jun 4, 2013 - Jun 10, 2013		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-5.21%
Jan 4, 2013 - Feb 12, 2013		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-4.15%
Feb 12, 2013 - Feb 28, 2013		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.78%
May 21, 2013 - May 28, 2013		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.75%
May 7, 2013 - May 16, 2013		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-3.50%
Jan 25, 2021 - Feb 2, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-3.25%
Mar 5, 2013 - Mar 7, 2013		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between HY and SPY is -0.24 which considered as a very weak or no correlation - the stocks move independently of each other.

-0.24
-101

Dividend Comparison (1999 - 2026)

HY vs SPY dividend yield comparison.

YearHYSPY
20262.10%0.24%
20254.81%1.07%
20242.70%1.21%
20232.09%1.40%
20225.10%1.65%
20213.13%1.20%
20202.13%1.52%
20192.14%1.75%
20181.99%2.04%
20171.41%1.80%
20161.83%2.03%
20152.15%2.06%
20141.47%1.87%
20131.07%1.81%
20124.61%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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