HSPX vs SPY

Both HSPX and SPY are ETFs. HSPX has a higher expense ratio than SPY (0.3% vs 0.09%). Below is the comparison between HSPX and SPY.

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HSPX SPY
Security Type ETF ETF
Finny Score 0 83
Category N/A Large Blend
Family Horizons State Street Global Advisors
Net Assets $95.43M N/A
Expense Ratio 0.30% 0.09%
Management Style passive (index-based) passive (index-based)
Dividend Yield N/A 1.41%
Underlying Index S&P 500 Stock Covered Call Index S&P 500
YTD Return 0.00% 11.53%
1-Year Return 0.00% 48.93%
3-Year Return 0.00% 18.16%
5-Year Return 0.00% 17.37%
10-Year Return 0.00% 14.15%

HSPX

HSPX description

The Fund seeks high current income and, as a secondary objective, capital appreciation. Allocating assets according to a neutral asset allocation strategy that adjusts over time until it reaches an allocation similar to that of the Fidelity Freedom Blend Income Fund, approximately 10 to 19 years after the year 2025.

HSPX performance & returns
YTD Return 0.00%
1-Month Return 0.00%
3-Month Return 0.00%
1-Year Return 0.00%
3-Year Return 0.00%
5-Year Return 0.00%
10-Year Return 0.00%
HSPX expense ratio is 0.3%.

HSPX holdings

Top 10 Holdings (27.07% of Total Assets)

Name Symbol % Assets
Microsoft Corp MSFT 6.05%
Apple Inc AAPL 5.83%
Amazon.com Inc AMZN 4.53%
Facebook Inc A FB 2.14%
Alphabet Inc A GOOGL 1.66%
Alphabet Inc Class C GOOG 1.62%
Johnson & Johnson JNJ 1.45%
Berkshire Hathaway Inc Class B BRK.B 1.36%
Visa Inc Class A V 1.27%
Procter & Gamble Co PG 1.16%

HSPX pros

None that we could think of.

HSPX cons

None that we could think of.

Other relevant HSPX comparisons

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SPY

SPY description

SPDR S&P 500 ETF Trust is an exchange traded fund launched and managed by State Street Global Advisors, Inc. The fund invests in public equity markets of the United States. It invests in stocks of companies operating across diversified sectors. The fund invests in growth and value stocks of large-cap companies. It seeks to track the performance of the S&P 500 Index, by using full replication technique. SPDR S&P 500 ETF Trust was formed on January 22, 1993 and is domiciled in the United States.

SPY performance & returns
YTD Return 11.53%
1-Month Return 3.75%
3-Month Return 7.97%
1-Year Return 48.93%
3-Year Return 18.16%
5-Year Return 17.37%
10-Year Return 14.15%
SPY expense ratio is 0.09%.

SPY holdings

Top 10 Holdings (26.26% of Total Assets)

Name Symbol % Assets
AAPL AAPL 5.72%
MSFT MSFT 5.27%
AMZN AMZN 3.93%
FB FB 2.10%
GOOGL GOOGL 1.84%
GOOG GOOG 1.77%
TSLA TSLA 1.52%
BRK.B BRK.B 1.44%
JPM JPM 1.38%
JNJ JNJ 1.28%

SPY pros

The following are SPY strengths from our perspective:

  • SPY 3-year return is 18.16%, which is higher than the 3-year return of the benchmark index (S&P 500 TR USD), 10.12%.
  • SPY 5-year return is 17.37%, which is higher than the 5-year return of the benchmark index (S&P 500 TR USD), 10.51%.
  • SPY 10-year return is 14.15%, which is higher than the 10-year return of the benchmark index (S&P 500 TR USD), 12.76%.
  • SPY 15-year return is 8.1%, which is in line with the 15-year return of the benchmark index (S&P 500 TR USD), 8.17%.
  • SPY expense ratio is 0.09%, which is considered low. Nice job picking a low-cost fund.

SPY cons

The following are SPY weaknesses from our perspective:

  • SPY net assets are $0.00 million. This fund is not a popular choice with retail investors.

Other relevant SPY comparisons

You may also want to check out the following SPY comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.