GLU vs. HSTIX
Compare and contrast key facts about The Gabelli Global Utility & Income Trust (GLU) and Homestead Stock Index Fund (HSTIX).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: GLU or HSTIX.
Correlation
The correlation between GLU and HSTIX is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
GLU vs. HSTIX - Performance Comparison
Key characteristics
GLU:
1.76
HSTIX:
1.80
GLU:
2.40
HSTIX:
2.43
GLU:
1.33
HSTIX:
1.33
GLU:
1.14
HSTIX:
2.71
GLU:
6.38
HSTIX:
11.06
GLU:
5.19%
HSTIX:
2.07%
GLU:
18.82%
HSTIX:
12.77%
GLU:
-50.52%
HSTIX:
-55.58%
GLU:
-4.29%
HSTIX:
-0.41%
Returns By Period
In the year-to-date period, GLU achieves a 9.98% return, which is significantly higher than HSTIX's 4.14% return. Over the past 10 years, GLU has underperformed HSTIX with an annualized return of 5.39%, while HSTIX has yielded a comparatively higher 12.32% annualized return.
GLU
9.98%
8.44%
11.34%
31.75%
3.89%
5.39%
HSTIX
4.14%
1.21%
10.06%
23.52%
13.48%
12.32%
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Risk-Adjusted Performance
GLU vs. HSTIX — Risk-Adjusted Performance Rank
GLU
HSTIX
GLU vs. HSTIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Gabelli Global Utility & Income Trust (GLU) and Homestead Stock Index Fund (HSTIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
GLU vs. HSTIX - Dividend Comparison
GLU's dividend yield for the trailing twelve months is around 7.37%, more than HSTIX's 0.78% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
GLU The Gabelli Global Utility & Income Trust | 7.37% | 8.00% | 9.10% | 8.52% | 5.70% | 6.51% | 6.36% | 7.45% | 5.63% | 7.14% | 7.22% | 6.17% |
HSTIX Homestead Stock Index Fund | 0.78% | 0.82% | 1.04% | 1.22% | 0.85% | 1.12% | 1.60% | 1.98% | 0.89% | 1.51% | 1.66% | 1.42% |
Drawdowns
GLU vs. HSTIX - Drawdown Comparison
The maximum GLU drawdown since its inception was -50.52%, smaller than the maximum HSTIX drawdown of -55.58%. Use the drawdown chart below to compare losses from any high point for GLU and HSTIX. For additional features, visit the drawdowns tool.
Volatility
GLU vs. HSTIX - Volatility Comparison
The Gabelli Global Utility & Income Trust (GLU) has a higher volatility of 5.55% compared to Homestead Stock Index Fund (HSTIX) at 3.00%. This indicates that GLU's price experiences larger fluctuations and is considered to be riskier than HSTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.