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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 +13.3% compared to +7.4%

STNC vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
STNC
$92M
Winner
SPY
$735B
Expense Ratio
STNC
0.85%
Winner
SPY
0.09%
Max Drawdown
Winner
STNC
22.33%
SPY
56.47%
Sharpe Ratio
STNC
1.07
Winner
SPY
1.62
5Y Beta
Winner
STNC
0.77
SPY
1.00
P/E Ratio
Winner
STNC
19.61
SPY
28.99
Forward P/E
Winner
STNC
16.12
SPY
22.37
PEG Ratio
STNC
0.36
SPY
N/A
5Y Dividends CAGR
STNC
N/A
SPY
5.43%
5Y EPS CAGR
STNC
23.28%
Winner
SPY
26.05%
Debt to Equity
STNC
82.10%
Winner
SPY
32.40%
P/S Ratio
Winner
STNC
1.89
SPY
3.74
P/B Ratio
Winner
STNC
3.36
SPY
5.61

STNC vs SPY - Holdings Comparison

STNC and SPY have 47 common holdings. Overlap is 8.15%

STNC's top 25 holdings weight is 72.10%. SPY's top 25 holdings weight is 52.37%.

RankSTNCSPY
#1
INTEL CORP (INTC) - 5.33%
NVIDIA CORP (NVDA) - 8.10%
#2
JABIL INC (JBL) - 3.65%
APPLE INC (AAPL) - 7.02%
#3
APPLIED MATERIALS INC (AMAT) - 3.46%
MICROSOFT CORP (MSFT) - 4.79%
#4
CORNING INC (GLW) - 3.18%
AMAZON.COM INC (AMZN) - 4.02%
#5
ROSS STORES INC (ROST) - 3.11%
ALPHABET INC CLASS A (GOOGL) - 3.51%
#6
LAM RESEARCH CORP (LRCX) - 3.07%
BROADCOM INC (AVGO) - 3.10%
#7
FEDERAL REALTY INVESTMENT TRUST (FRT) - 3.02%
ALPHABET INC CLASS C (GOOG) - 2.79%
#8
TJX COMPANIES INC (TJX) - 2.92%
META PLATFORMS INC CLASS A (META) - 2.08%
#9
CONSTELLATION BRANDS INC CLASS A (STZ) - 2.84%
TESLA INC (TSLA) - 1.89%
#10
EXELON CORP (EXC) - 2.77%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
PNC FINANCIAL SERVICES GROUP INC (PNC) - 2.74%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#12
HILTON WORLDWIDE HOLDINGS INC (HLT) - 2.73%
ELI LILLY AND CO (LLY) - 1.31%
#13
WESTERN DIGITAL CORP (WDC) - 2.70%
JPMORGAN CHASE & CO (JPM) - 1.28%
#14
COMCAST CORP CLASS A (CMCSA) - 2.65%
ADVANCED MICRO DEVICES INC (AMD) - 1.27%
#15
GILEAD SCIENCES INC (GILD) - 2.64%
EXXON MOBIL CORP (XOM) - 0.97%
#16
MEDTRONIC PLC (MDT) - 2.62%
INTEL CORP (INTC) - 0.90%
#17
LABCORP HOLDINGS INC (LH) - 2.62%
JOHNSON & JOHNSON (JNJ) - 0.86%
#18
PEPSICO INC (PEP) - 2.62%
VISA INC CLASS A (V) - 0.85%
#19
PACCAR INC (PCAR) - 2.60%
WALMART INC (WMT) - 0.81%
#20
AMGEN INC (AMGN) - 2.57%
CISCO SYSTEMS INC (CSCO) - 0.72%
#21
ROLLINS INC (ROL) - 2.53%
COSTCO WHOLESALE CORP (COST) - 0.69%
#22
NEWMONT CORP (NEM) - 2.51%
CATERPILLAR INC (CAT) - 0.66%
#23
AT&T INC (T) - 2.47%
MASTERCARD INC CLASS A (MA) - 0.62%
#24
TYSON FOODS INC CLASS A (TSN) - 2.38%
LAM RESEARCH CORP (LRCX) - 0.62%
#25
W.W. GRAINGER INC (GWW) - 2.37%
ABBVIE INC (ABBV) - 0.58%
Total Holdings50505

STNC vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
STNC
+0.73%
Winner
SPY
+1.90%
3M
STNC
+2.16%
Winner
SPY
+8.55%
6M
Winner
STNC
+9.96%
SPY
+8.18%
1Y
STNC
+19.54%
Winner
SPY
+25.79%
5Y(CAGR)
STNC
+7.39%
Winner
SPY
+13.32%
10Y(CAGR)
STNC
N/A
SPY
+15.19%
Max(CAGR)
STNC
+7.81%
Winner
SPY
+8.47%

STNC vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearSTNCSPY
2026+6.93%+8.26%
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 -2.53%. The current SPY drawdown is -2.90%.

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
#8-4.03%
Apr 17, 2026 - May 26, 2026		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.93%
Nov 24, 2021 - Dec 13, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.85%
Oct 18, 2024 - Nov 22, 2024		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-3.52%
Apr 26, 2021 - May 28, 2021		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-3.06%
Sep 4, 2025 - Oct 20, 2025		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.79%
Mar 22, 2021 - Apr 12, 2021		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-2.71%
May 26, 2026 - Jun 1, 2026		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-2.66%
Jun 14, 2021 - Jun 24, 2021		-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%0.24%
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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