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STNC vs SPY

Comparison between HENNESSY SUSTAINABLE ETF (STNC, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed STNC, delivering a return of +13.0% compared to +7.4%

STNC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
STNC
$98M
Winner
SPY
$781B
Expense Ratio
STNC
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
STNC
22.33%
SPY
56.47%
Sharpe Ratio
STNC
1.04
Winner
SPY
1.25
5Y Beta
Winner
STNC
0.79
SPY
1.00
P/E Ratio
Winner
STNC
21.12
SPY
28.78
Forward P/E
Winner
STNC
14.72
SPY
21.23
PEG Ratio
STNC
0.06
SPY
N/A
5Y Dividends CAGR
STNC
N/A
SPY
6.00%
5Y EPS CAGR
STNC
15.46%
Winner
SPY
25.62%
Debt to Equity
Winner
STNC
-226.11%
SPY
31.92%
P/S Ratio
Winner
STNC
0.83
SPY
3.76
P/B Ratio
Winner
STNC
3.29
SPY
5.64

STNC vs SPY - Holdings Comparison

STNC and SPY have 47 common holdings. Overlap is 8.95%

STNC's top 25 holdings weight is 78.13%. SPY's top 25 holdings weight is 51.74%.

RankSTNCSPY
#1
BEST BUY CO INC (BBY) - 3.56%
NVIDIA CORP (NVDA) - 7.89%
#2
W.W. GRAINGER INC (GWW) - 3.36%
APPLE INC (AAPL) - 7.37%
#3
STARBUCKS CORP (SBUX) - 3.35%
MICROSOFT CORP (MSFT) - 4.50%
#4
FORD MOTOR CO (F) - 3.33%
AMAZON.COM INC (AMZN) - 3.82%
#5
REGIONS FINANCIAL CORP (RF) - 3.33%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
FEDEX CORP (FDX) - 3.29%
BROADCOM INC (AVGO) - 2.86%
#7
HP INC (HPQ) - 3.28%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
CUMMINS INC (CMI) - 3.28%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
MCKESSON CORP (MCK) - 3.26%
TESLA INC (TSLA) - 1.70%
#10
WR BERKLEY CORP (WRB) - 3.26%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
DAVITA INC (DVA) - 3.25%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
QUANTA SERVICES INC (PWR) - 3.25%
ELI LILLY AND CO (LLY) - 1.40%
#13
THE KROGER CO (KR) - 3.22%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
COSTCO WHOLESALE CORP (COST) - 3.22%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
HILTON WORLDWIDE HOLDINGS INC (HLT) - 3.17%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
CHARTER COMMUNICATIONS INC CLASS A (CHTR) - 3.11%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
EMCOR GROUP INC (EME) - 3.05%
VISA INC CLASS A (V) - 0.90%
#18
APPLIED MATERIALS INC (AMAT) - 3.05%
WALMART INC (WMT) - 0.76%
#19
TJX COMPANIES INC (TJX) - 3.00%
INTEL CORP (INTC) - 0.75%
#20
CARDINAL HEALTH INC (CAH) - 2.97%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
BIOGEN INC (BIIB) - 2.93%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
HCA HEALTHCARE INC (HCA) - 2.86%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
JABIL INC (JBL) - 2.83%
ABBVIE INC (ABBV) - 0.66%
#24
LYONDELLBASELL INDUSTRIES NV CLASS A (LYB) - 2.55%
CATERPILLAR INC (CAT) - 0.65%
#25
ADVANCED MICRO DEVICES INC (AMD) - 2.37%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings50505

STNC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
STNC
-3.07%
Winner
SPY
+0.52%
3M
STNC
+2.50%
Winner
SPY
+6.55%
6M
STNC
+7.35%
Winner
SPY
+9.76%
1Y
STNC
+19.20%
Winner
SPY
+20.32%
5Y(CAGR)
STNC
+7.39%
Winner
SPY
+13.01%
10Y(CAGR)
STNC
N/A
SPY
+15.06%
Max(CAGR)
STNC
+8.25%
Winner
SPY
+8.50%

STNC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSTNCSPY
2026+10.34%+10.11%
2025+10.50%+18.00%
2024+9.85%+25.59%
2023+11.97%+26.72%
2022-12.51%-18.64%
2021+17.76%+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%

STNC vs SPY Drawdown Comparison

The maximum drawdown for STNC was -22.33%, occurring on Jun 16, 2022. Recovery took 539 trading sessions.

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

The current STNC drawdown is -4.13%. The current SPY drawdown is -1.24%.

RankSTNCSPY
#1-22.33%
Dec 29, 2021 - Feb 22, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-17.89%
Nov 29, 2024 - Aug 12, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-8.09%
Feb 27, 2026 - Apr 17, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-7.12%
Jul 16, 2024 - Sep 19, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-6.80%
Sep 2, 2021 - Nov 3, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-6.62%
Oct 27, 2025 - Jan 5, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.71%
Mar 28, 2024 - Jul 16, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-5.64%
Jun 30, 2026 - Jul 20, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-4.03%
Apr 17, 2026 - May 26, 2026		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.93%
Nov 24, 2021 - Dec 13, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.85%
Oct 18, 2024 - Nov 22, 2024		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.52%
Apr 26, 2021 - May 28, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-3.06%
Sep 4, 2025 - Oct 20, 2025		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.79%
Mar 22, 2021 - Apr 12, 2021		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.71%
May 26, 2026 - Jun 11, 2026		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between STNC and SPY is 0.98 which considered as a very strong positive correlation - the stocks move almost identically together.

0.98
-101

Dividend Comparison (1999 - 2026)

STNC vs SPY dividend yield comparison.

YearSTNCSPY
20260.00%0.49%
20251.02%1.07%
20240.96%1.21%
20230.08%1.40%
20220.58%1.65%
20210.41%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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