HDPSX vs. VSCIX
Compare and contrast key facts about Hodges Small Cap Fund (HDPSX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX).
HDPSX is managed by Hodges. It was launched on Dec 18, 2007. VSCIX is managed by Vanguard. It was launched on Jul 7, 1997.
Performance
HDPSX vs. VSCIX - Performance Comparison
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HDPSX vs. VSCIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HDPSX Hodges Small Cap Fund | 1.99% | 3.07% | 62.98% | 14.88% | -12.78% | 35.60% | 16.98% | 16.85% | -16.35% | 9.34% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | -1.21% | 8.85% | 12.96% | 19.52% | -17.60% | 17.74% | 19.07% | 27.40% | -9.33% | 16.25% |
Returns By Period
In the year-to-date period, HDPSX achieves a 1.99% return, which is significantly higher than VSCIX's -1.21% return. Over the past 10 years, HDPSX has outperformed VSCIX with an annualized return of 13.29%, while VSCIX has yielded a comparatively lower 10.16% annualized return.
HDPSX
- 1D
- -1.86%
- 1M
- -7.60%
- YTD
- 1.99%
- 6M
- 1.20%
- 1Y
- 19.73%
- 3Y*
- 23.37%
- 5Y*
- 12.50%
- 10Y*
- 13.29%
VSCIX
- 1D
- -0.97%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.59%
- 1Y
- 16.09%
- 3Y*
- 11.86%
- 5Y*
- 5.03%
- 10Y*
- 10.16%
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HDPSX vs. VSCIX - Expense Ratio Comparison
HDPSX has a 1.36% expense ratio, which is higher than VSCIX's 0.04% expense ratio.
Return for Risk
HDPSX vs. VSCIX — Risk / Return Rank
HDPSX
VSCIX
HDPSX vs. VSCIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hodges Small Cap Fund (HDPSX) and Vanguard Small-Cap Index Fund Institutional Shares (VSCIX). 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.
| HDPSX | VSCIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.73 | 0.75 | -0.02 |
Sortino ratioReturn per unit of downside risk | 1.17 | 1.19 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.16 | 1.16 | 0.00 |
Calmar ratioReturn relative to maximum drawdown | 0.98 | 0.97 | +0.01 |
Martin ratioReturn relative to average drawdown | 3.66 | 4.21 | -0.55 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HDPSX | VSCIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.73 | 0.75 | -0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.24 | +0.22 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.49 | 0.47 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.38 | +0.01 |
Correlation
The correlation between HDPSX and VSCIX is 0.93, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Dividends
HDPSX vs. VSCIX - Dividend Comparison
HDPSX's dividend yield for the trailing twelve months is around 7.49%, more than VSCIX's 1.39% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDPSX Hodges Small Cap Fund | 7.49% | 7.64% | 44.97% | 5.01% | 6.46% | 19.53% | 0.00% | 8.25% | 4.66% | 14.53% | 0.32% | 0.35% |
VSCIX Vanguard Small-Cap Index Fund Institutional Shares | 1.39% | 1.34% | 1.31% | 1.55% | 1.55% | 1.25% | 1.15% | 1.40% | 1.68% | 1.36% | 1.50% | 1.49% |
Drawdowns
HDPSX vs. VSCIX - Drawdown Comparison
The maximum HDPSX drawdown since its inception was -65.86%, which is greater than VSCIX's maximum drawdown of -59.66%. Use the drawdown chart below to compare losses from any high point for HDPSX and VSCIX.
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Drawdown Indicators
| HDPSX | VSCIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.86% | -59.66% | -6.20% |
Max Drawdown (1Y)Largest decline over 1 year | -16.58% | -14.30% | -2.28% |
Max Drawdown (5Y)Largest decline over 5 years | -28.83% | -28.13% | -0.70% |
Max Drawdown (10Y)Largest decline over 10 years | -58.96% | -41.81% | -17.15% |
Current DrawdownCurrent decline from peak | -10.42% | -8.97% | -1.45% |
Average DrawdownAverage peak-to-trough decline | -10.94% | -10.18% | -0.76% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.44% | 3.29% | +1.15% |
Volatility
HDPSX vs. VSCIX - Volatility Comparison
Hodges Small Cap Fund (HDPSX) has a higher volatility of 7.14% compared to Vanguard Small-Cap Index Fund Institutional Shares (VSCIX) at 5.90%. This indicates that HDPSX's price experiences larger fluctuations and is considered to be riskier than VSCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HDPSX | VSCIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.14% | 5.90% | +1.24% |
Volatility (6M)Calculated over the trailing 6-month period | 15.62% | 12.22% | +3.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.11% | 21.62% | +5.49% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 26.97% | 20.70% | +6.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.42% | 21.53% | +5.89% |