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SMCO vs SPY

Comparison between HILTON SMALL-MIDCAP OPPORTUNITY ETF (SMCO, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

SMCO vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
SMCO
$129M
Winner
SPY
$735B
Expense Ratio
SMCO
0.55%
Winner
SPY
0.09%
Max Drawdown
Winner
SMCO
22.88%
SPY
56.47%
Sharpe Ratio
SMCO
0.99
Winner
SPY
1.62
5Y Beta
Winner
SMCO
0.96
SPY
1.00
P/E Ratio
SMCO
31.66
Winner
SPY
28.99
Forward P/E
Winner
SMCO
20.08
SPY
22.37
PEG Ratio
SMCO
0.43
SPY
N/A
5Y Dividends CAGR
SMCO
N/A
SPY
5.43%
5Y EPS CAGR
SMCO
12.84%
Winner
SPY
26.05%
Debt to Equity
SMCO
52.88%
Winner
SPY
32.40%
P/S Ratio
Winner
SMCO
2.10
SPY
3.74
P/B Ratio
Winner
SMCO
3.76
SPY
5.61

SMCO vs SPY - Holdings Comparison

SMCO and SPY have 16 common holdings. Overlap is 0.63%

SMCO's top 25 holdings weight is 53.61%. SPY's top 25 holdings weight is 52.37%.

RankSMCOSPY
#1
MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC (MTSI) - 3.22%
NVIDIA CORP (NVDA) - 8.10%
#2
MKS INC (MKSI) - 2.90%
APPLE INC (AAPL) - 7.02%
#3
NVENT ELECTRIC PLC (NVT) - 2.76%
MICROSOFT CORP (MSFT) - 4.79%
#4
CIENA CORP (CIEN) - 2.69%
AMAZON.COM INC (AMZN) - 4.02%
#5
DYCOM INDUSTRIES INC (DY) - 2.51%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
CLEAN HARBORS INC (CLH) - 2.48%
BROADCOM INC (AVGO) - 3.10%
#7
TELEDYNE TECHNOLOGIES INC (TDY) - 2.31%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
IDACORP INC (IDA) - 2.19%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
WEST PHARMACEUTICAL SERVICES INC (WST) - 2.16%
TESLA INC (TSLA) - 1.89%
#10
EQT CORP (EQT) - 2.15%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
n/a (PRMB) - 2.15%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
CULLEN/FROST BANKERS INC (CFR) - 2.12%
ELI LILLY AND CO (LLY) - 1.31%
#13
TD SYNNEX CORP (SNX) - 2.10%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
YETI HOLDINGS INC (YETI) - 1.93%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
COMMUNITY FINANCIAL SYSTEM INC (CBU) - 1.92%
EXXON MOBIL CORP (XOM) - 0.97%
#16
TETRA TECHNOLOGIES INC (TTI) - 1.91%
INTEL CORP (INTC) - 0.90%
#17
EMCOR GROUP INC (EME) - 1.89%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
AKAMAI TECHNOLOGIES INC (AKAM) - 1.88%
VISA INC CLASS A (V) - 0.85%
#19
HEALTHEQUITY INC (HQY) - 1.84%
WALMART INC (WMT) - 0.81%
#20
FEDERAL SIGNAL CORP (FSS) - 1.81%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ENTEGRIS INC (ENTG) - 1.76%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
PRIMORIS SERVICES CORP (PRIM) - 1.75%
CATERPILLAR INC (CAT) - 0.66%
#23
LUMEN TECHNOLOGIES INC ORDINARY SHARES (LUMN) - 1.74%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
STERIS PLC (STE) - 1.73%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
BURLINGTON STORES INC (BURL) - 1.71%
ABBVIE INC (ABBV) - 0.58%
Total Holdings64505

SMCO vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
SMCO
-1.79%
Winner
SPY
+1.90%
3M
SMCO
+4.83%
Winner
SPY
+8.55%
6M
Winner
SMCO
+8.23%
SPY
+8.18%
1Y
SMCO
+20.20%
Winner
SPY
+25.79%
5Y(CAGR)
SMCO
N/A
SPY
+13.32%
10Y(CAGR)
SMCO
N/A
SPY
+15.19%
Max(CAGR)
Winner
SMCO
+16.97%
SPY
+8.47%

SMCO vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSMCOSPY
2026+8.16%+8.26%
2025+6.32%+18.00%
2024+18.74%+25.59%
2023+7.84%+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%

SMCO vs SPY Drawdown Comparison

The maximum drawdown for SMCO was -22.71%, occurring on Apr 8, 2025. Recovery took 178 trading sessions.

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

The current SMCO drawdown is -2.68%. The current SPY drawdown is -2.90%.

RankSMCOSPY
#1-22.71%
Jan 21, 2025 - Oct 6, 2025		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-9.56%
Feb 6, 2026 - Apr 17, 2026		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.77%
Jul 16, 2024 - Oct 11, 2024		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.07%
Mar 28, 2024 - Jul 11, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-7.90%
Oct 27, 2025 - Dec 10, 2025		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.66%
Dec 4, 2024 - Jan 21, 2025		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-4.09%
Dec 28, 2023 - Jan 29, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-3.86%
Oct 6, 2025 - Oct 15, 2025		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.85%
Dec 11, 2025 - Jan 6, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.58%
May 5, 2026 - May 26, 2026		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.49%
Nov 11, 2024 - Nov 22, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.76%
Oct 18, 2024 - Nov 6, 2024		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.68%
Jun 2, 2026 - Jun 5, 2026		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.25%
Feb 12, 2024 - Feb 15, 2024		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.25%
Apr 24, 2026 - Apr 30, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between SMCO and SPY is 0.96 which considered as a very strong positive correlation - the stocks move almost identically together.

0.96
-101

Dividend Comparison (1999 - 2026)

SMCO vs SPY dividend yield comparison.

YearSMCOSPY
20260.00%0.24%
20251.01%1.07%
20240.47%1.21%
20230.05%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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