Correlation
The correlation between HNASX and VOO is 0.91, 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.
HNASX vs. VOO
Compare and contrast key facts about Homestead Growth Fund (HNASX) and Vanguard S&P 500 ETF (VOO).
HNASX is managed by Homestead. It was launched on Jan 22, 2001. 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: HNASX or VOO.
Performance
HNASX vs. VOO - Performance Comparison
Loading data...
Key characteristics
HNASX:
0.70
VOO:
0.74
HNASX:
1.00
VOO:
1.04
HNASX:
1.14
VOO:
1.15
HNASX:
0.67
VOO:
0.68
HNASX:
2.35
VOO:
2.58
HNASX:
6.01%
VOO:
4.93%
HNASX:
23.89%
VOO:
19.54%
HNASX:
-53.78%
VOO:
-33.99%
HNASX:
-2.82%
VOO:
-3.55%
Returns By Period
In the year-to-date period, HNASX achieves a 1.73% return, which is significantly higher than VOO's 0.90% return. Over the past 10 years, HNASX has outperformed VOO with an annualized return of 15.00%, while VOO has yielded a comparatively lower 12.81% annualized return.
HNASX
1.73%
8.36%
0.08%
16.61%
20.80%
14.73%
15.00%
VOO
0.90%
6.28%
-1.46%
14.27%
14.31%
15.89%
12.81%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HNASX vs. VOO - Expense Ratio Comparison
HNASX has a 0.84% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HNASX vs. VOO — Risk-Adjusted Performance Rank
HNASX
VOO
HNASX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Growth Fund (HNASX) 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.
Loading data...
Dividends
HNASX vs. VOO - Dividend Comparison
HNASX's dividend yield for the trailing twelve months is around 6.18%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNASX Homestead Growth Fund | 6.18% | 6.29% | 2.57% | 6.80% | 9.12% | 4.73% | 5.36% | 11.39% | 7.21% | 1.54% | 6.52% | 10.15% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HNASX vs. VOO - Drawdown Comparison
The maximum HNASX drawdown since its inception was -53.78%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HNASX and VOO.
Loading data...
Volatility
HNASX vs. VOO - Volatility Comparison
Homestead Growth Fund (HNASX) has a higher volatility of 5.57% compared to Vanguard S&P 500 ETF (VOO) at 4.84%. This indicates that HNASX'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.
Loading data...