HFCGX vs. VOO
Compare and contrast key facts about Hennessy Cornerstone Growth Fund (HFCGX) and Vanguard S&P 500 ETF (VOO).
HFCGX is managed by Hennessy. It was launched on Nov 1, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HFCGX or VOO.
Correlation
The correlation between HFCGX and VOO is 0.78, 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.
Performance
HFCGX vs. VOO - Performance Comparison
Key characteristics
HFCGX:
0.13
VOO:
1.76
HFCGX:
0.32
VOO:
2.37
HFCGX:
1.05
VOO:
1.32
HFCGX:
0.15
VOO:
2.66
HFCGX:
0.37
VOO:
11.10
HFCGX:
8.32%
VOO:
2.02%
HFCGX:
24.64%
VOO:
12.79%
HFCGX:
-71.42%
VOO:
-33.99%
HFCGX:
-20.86%
VOO:
-2.11%
Returns By Period
In the year-to-date period, HFCGX achieves a -2.10% return, which is significantly lower than VOO's 2.40% return. Over the past 10 years, HFCGX has underperformed VOO with an annualized return of 4.56%, while VOO has yielded a comparatively higher 13.03% annualized return.
HFCGX
-2.10%
-8.78%
-13.12%
-0.80%
8.94%
4.56%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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HFCGX vs. VOO - Expense Ratio Comparison
HFCGX has a 1.34% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HFCGX vs. VOO — Risk-Adjusted Performance Rank
HFCGX
VOO
HFCGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hennessy Cornerstone Growth Fund (HFCGX) and Vanguard S&P 500 ETF (VOO). 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
HFCGX vs. VOO - Dividend Comparison
HFCGX's dividend yield for the trailing twelve months is around 0.13%, less than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFCGX Hennessy Cornerstone Growth Fund | 0.13% | 0.13% | 0.38% | 1.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HFCGX vs. VOO - Drawdown Comparison
The maximum HFCGX drawdown since its inception was -71.42%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HFCGX and VOO. For additional features, visit the drawdowns tool.
Volatility
HFCGX vs. VOO - Volatility Comparison
Hennessy Cornerstone Growth Fund (HFCGX) has a higher volatility of 6.47% compared to Vanguard S&P 500 ETF (VOO) at 3.38%. This indicates that HFCGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.