Homestead Stock Index Fund (HSTIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with HSTIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to HSTIX
HSTIX charges 0.50% annually. There are 136 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | HSTIX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | HSTIX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | HSTIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | HSTIX vs FLCPX | |
| Schwab S&P 500 Index Fund | 0.02% | 145.69B | May 1997 | HSTIX vs SWPPX |
Best Risk-Adjusted Alternatives to HSTIX
HSTIX has a PortfoliosLab risk / return rank of 62. There are 159 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 95 | — | Mar 2021 | HSTIX vs SVPFX | |
| Vanguard PRIMECAP Core Fund | 92 | 17.20B | Dec 2004 | HSTIX vs VPCCX | |
| Pin Oak Equity | 91 | — | Aug 1992 | HSTIX vs POGSX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 91 | — | Feb 2004 | HSTIX vs GTLOX | |
| Vanguard PRIMECAP Fund Admiral Shares | 91 | 92.00B | Nov 2001 | HSTIX vs VPMAX |
Top Performing HSTIX Alternatives (YTD)
HSTIX is at 10.61% YTD. There are 192 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 27.33%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 27.33% | 17.20B | Dec 2004 | HSTIX vs VPCCX | |
| PRIMECAP Odyssey Growth Fund | 26.31% | — | Nov 2004 | HSTIX vs POGRX | |
| Integrity ESG Growth & Income Fund | 26.29% | — | Jan 1995 | HSTIX vs IGIAX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 24.29% | — | Dec 2015 | HSTIX vs RESGX | |
| Vanguard PRIMECAP Fund Admiral Shares | 23.80% | 92.00B | Nov 2001 | HSTIX vs VPMAX |
Lowest Volatility Alternatives to HSTIX
HSTIX has 12.55% 1-year volatility. There are 136 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.23%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | 2.23% | — | Mar 2021 | HSTIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | 2.27% | — | Jun 2013 | HSTIX vs ORDNX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.24% | — | Jul 2012 | HSTIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.26% | — | Jul 2012 | HSTIX vs AUEIX | |
| JPMorgan Equity Premium Income Fund Class I | 8.71% | — | Aug 2018 | HSTIX vs JEPIX |
Lowest Drawdown Alternatives to HSTIX
HSTIX has a 1-year max drawdown of -8.97%. There are 176 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -0.91% | — | Mar 2021 | HSTIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | HSTIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | HSTIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | HSTIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | HSTIX vs QUERX |
Other Mutual Funds from Homestead
The 7 most viewed Homestead mutual funds shown here include HOVLX, HNASX, HSCSX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Homestead Funds Value Fund | Large Cap Value Equities | 54 | 10.60% | — | Nov 1990 | HSTIX vs HOVLX | |
| Homestead Growth Fund | Large Cap Growth Equities | 11 | 3.52% | — | Jan 2001 | HSTIX vs HNASX | |
| Homestead Small Company Stock Fund | Small Cap Blend Equities | 17 | 9.48% | — | Mar 1998 | HSTIX vs HSCSX | |
| Homestead International Equity Fund | Foreign Large Cap Equities | 43 | 13.79% | — | Jan 2001 | HSTIX vs HISIX | |
| Homestead Intermediate Bond Fund | Intermediate Core Bond | 17 | -0.36% | — | May 2019 | HSTIX vs HOIBX | |
| Homestead Funds Short-Term Government Securities F... | Government Bonds | 29 | 0.02% | — | Apr 1995 | HSTIX vs HOSGX | |
| Homestead Funds Short Term Bond Fund | Short-Term Bond | 43 | 0.25% | — | Nov 1991 | HSTIX vs HOSBX |
Often Compared With HSTIX
Investors most often compare HSTIX with UTG, USXF, PMT. These 20 comparison targets span 6 categories, based on PortfoliosLab usage data.
Compare HSTIX with Any Fund or Stock
Compare HSTIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair HSTIX with funds that move differently
Homestead Stock Index Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to HSTIX.
Explore HSTIX Diversifiers