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SFTY vs SPY

Comparison between HORIZON MANAGED RISK ETF (SFTY, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

SFTY vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SFTY
$495M
Winner
SPY
$781B
Expense Ratio
SFTY
0.77%
Winner
SPY
0.09%
Max Drawdown
Winner
SFTY
8.64%
SPY
56.47%
Sharpe Ratio
Winner
SFTY
1.25
SPY
1.22
5Y Beta
Winner
SFTY
0.93
SPY
1.00
P/E Ratio
Winner
SFTY
27.26
SPY
28.78
Forward P/E
Winner
SFTY
20.38
SPY
21.25
PEG Ratio
SFTY
0.35
SPY
N/A
5Y Dividends CAGR
SFTY
N/A
SPY
6.00%
5Y EPS CAGR
Winner
SFTY
25.63%
SPY
25.62%
Debt to Equity
Winner
SFTY
4.93%
SPY
31.92%
P/S Ratio
Winner
SFTY
3.70
SPY
3.76
P/B Ratio
SFTY
5.84
Winner
SPY
5.64

SFTY vs SPY - Holdings Comparison

SFTY and SPY have 165 common holdings. Overlap is 66.85%

SFTY's top 25 holdings weight is 56.71%. SPY's top 25 holdings weight is 51.74%.

RankSFTYSPY
#1
NVIDIA CORP (NVDA) - 6.26%
NVIDIA CORP (NVDA) - 7.89%
#2
ROUNDHILL MAGNIFICENT SEVEN ETF (MAGS) - 6.17%
APPLE INC (AAPL) - 7.37%
#3
APPLE INC (AAPL) - 5.99%
MICROSOFT CORP (MSFT) - 4.50%
#4
ALPHABET INC CLASS A (GOOGL) - 5.71%
AMAZON.COM INC (AMZN) - 3.82%
#5
MICROSOFT CORP (MSFT) - 4.04%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
BROADCOM INC (AVGO) - 2.93%
BROADCOM INC (AVGO) - 2.86%
#7
MICRON TECHNOLOGY INC (MU) - 2.88%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 2.60%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
ELI LILLY AND CO (LLY) - 2.09%
TESLA INC (TSLA) - 1.70%
#10
ADVANCED MICRO DEVICES INC (AMD) - 1.84%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
AMAZON.COM INC (AMZN) - 1.81%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
META PLATFORMS INC CLASS A (META) - 1.63%
ELI LILLY AND CO (LLY) - 1.40%
#13
JOHNSON & JOHNSON (JNJ) - 1.47%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
EXXON MOBIL CORP (XOM) - 1.28%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
APPLIED MATERIALS INC (AMAT) - 1.21%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
LAM RESEARCH CORP (LRCX) - 1.08%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
WALMART INC (WMT) - 1.07%
VISA INC CLASS A (V) - 0.90%
#18
MASTERCARD INC CLASS A (MA) - 1.00%
WALMART INC (WMT) - 0.76%
#19
COSTCO WHOLESALE CORP (COST) - 0.96%
INTEL CORP (INTC) - 0.75%
#20
THE HOME DEPOT INC (HD) - 0.80%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
MERCK & CO INC (MRK) - 0.80%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
COCA-COLA CO (KO) - 0.79%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
OTHER ASSETS AND LIABILITIES (n/a) - 0.77%
ABBVIE INC (ABBV) - 0.66%
#24
TJX COMPANIES INC (TJX) - 0.77%
CATERPILLAR INC (CAT) - 0.65%
#25
PROCTER & GAMBLE CO (PG) - 0.76%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings168505

SFTY vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
Winner
SFTY
+0.82%
SPY
+0.52%
3M
SFTY
+6.43%
Winner
SPY
+6.55%
6M
SFTY
+9.22%
Winner
SPY
+9.76%
1Y
SFTY
+19.76%
Winner
SPY
+20.32%
5Y(CAGR)
SFTY
N/A
SPY
+13.01%
10Y(CAGR)
SFTY
N/A
SPY
+15.06%
Max(CAGR)
Winner
SFTY
+21.07%
SPY
+8.50%

SFTY vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSFTYSPY
2026+9.46%+10.11%
2025+11.73%+18.00%
2024N/A+25.59%
2023N/A+26.72%
2022N/A-18.64%
2021N/A+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+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%

SFTY vs SPY Drawdown Comparison

The maximum drawdown for SFTY was -8.64%, occurring on Mar 30, 2026. Recovery took 54 trading sessions.

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

The current SFTY drawdown is -0.74%. The current SPY drawdown is -1.24%.

RankSFTYSPY
#1-8.64%
Jan 27, 2026 - Apr 15, 2026		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-4.59%
Oct 28, 2025 - Dec 10, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-3.77%
Jun 2, 2026 - Jul 10, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-2.75%
Dec 11, 2025 - Dec 23, 2025		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-2.56%
Oct 8, 2025 - Oct 20, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-2.42%
Jan 12, 2026 - Jan 27, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-1.88%
May 14, 2026 - May 26, 2026		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-1.57%
Jul 25, 2025 - Aug 6, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-1.51%
Jul 10, 2026 - Jul 20, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-1.45%
Aug 12, 2025 - Aug 28, 2025		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-1.34%
Sep 22, 2025 - Oct 6, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-1.26%
Dec 24, 2025 - Jan 9, 2026		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-1.10%
Apr 17, 2026 - Apr 24, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.04%
Aug 28, 2025 - Sep 4, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-0.79%
Jul 3, 2025 - Jul 17, 2025		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SFTY and SPY is 1.00 which considered as a very strong positive correlation - the stocks move almost identically together.

1.00
-101

Dividend Comparison (1999 - 2026)

SFTY vs SPY dividend yield comparison.

YearSFTYSPY
20260.00%0.49%
20250.19%1.07%
20240.00%1.21%
20230.00%1.40%
20220.00%1.65%
20210.00%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%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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