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.
Performance
HFCGX vs. VOO - Performance Comparison
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HFCGX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HFCGX Hennessy Cornerstone Growth Fund | 1.53% | 4.78% | 31.45% | 19.58% | -4.97% | 29.94% | 17.73% | 20.70% | -21.39% | 16.60% |
VOO Vanguard S&P 500 ETF | -3.66% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, HFCGX achieves a 1.53% return, which is significantly higher than VOO's -3.66% return. Over the past 10 years, HFCGX has underperformed VOO with an annualized return of 11.28%, while VOO has yielded a comparatively higher 14.14% annualized return.
HFCGX
- 1D
- 1.53%
- 1M
- -4.49%
- YTD
- 1.53%
- 6M
- 3.64%
- 1Y
- 10.87%
- 3Y*
- 19.36%
- 5Y*
- 11.46%
- 10Y*
- 11.28%
VOO
- 1D
- 0.79%
- 1M
- -4.29%
- YTD
- -3.66%
- 6M
- -1.41%
- 1Y
- 18.17%
- 3Y*
- 18.58%
- 5Y*
- 11.93%
- 10Y*
- 14.14%
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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.
Return for Risk
HFCGX vs. VOO — Risk / Return Rank
HFCGX
VOO
HFCGX vs. VOO - Risk-Adjusted Trends 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.
| HFCGX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.64 | 1.01 | -0.36 |
Sortino ratioReturn per unit of downside risk | 1.05 | 1.53 | -0.48 |
Omega ratioGain probability vs. loss probability | 1.15 | 1.23 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 0.91 | 1.55 | -0.64 |
Martin ratioReturn relative to average drawdown | 3.90 | 7.31 | -3.41 |
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
| HFCGX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.64 | 1.01 | -0.36 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.47 | 0.71 | -0.24 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.44 | 0.79 | -0.35 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.83 | -0.46 |
Correlation
The correlation between HFCGX and VOO is 0.77, 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
HFCGX vs. VOO - Dividend Comparison
HFCGX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.18%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HFCGX Hennessy Cornerstone Growth Fund | 0.00% | 0.00% | 14.11% | 0.38% | 3.58% | 26.58% | 0.00% | 0.00% | 10.47% | 0.00% | 0.00% | 0.11% |
VOO Vanguard S&P 500 ETF | 1.18% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
HFCGX vs. VOO - Drawdown Comparison
The maximum HFCGX drawdown since its inception was -62.35%, 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.
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Drawdown Indicators
| HFCGX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.35% | -33.99% | -28.36% |
Max Drawdown (1Y)Largest decline over 1 year | -13.38% | -11.98% | -1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -26.30% | -24.52% | -1.78% |
Max Drawdown (10Y)Largest decline over 10 years | -54.22% | -33.99% | -20.23% |
Current DrawdownCurrent decline from peak | -5.13% | -5.55% | +0.42% |
Average DrawdownAverage peak-to-trough decline | -15.32% | -3.72% | -11.60% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | 2.55% | +0.58% |
Volatility
HFCGX vs. VOO - Volatility Comparison
The current volatility for Hennessy Cornerstone Growth Fund (HFCGX) is 5.03%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.34%. This indicates that HFCGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HFCGX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.03% | 5.34% | -0.31% |
Volatility (6M)Calculated over the trailing 6-month period | 9.24% | 9.47% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.58% | 18.11% | +0.47% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.54% | 16.82% | +7.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.79% | 17.99% | +7.80% |