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.
Performance
HNASX vs. VOO - Performance Comparison
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HNASX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HNASX Homestead Growth Fund | -11.99% | 16.97% | 30.93% | 47.78% | -33.56% | 16.94% | 38.72% | 28.39% | 2.84% | 36.54% |
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, HNASX achieves a -11.99% return, which is significantly lower than VOO's -3.66% return. Over the past 10 years, HNASX has outperformed VOO with an annualized return of 15.45%, while VOO has yielded a comparatively lower 14.14% annualized return.
HNASX
- 1D
- 4.05%
- 1M
- -6.00%
- YTD
- -11.99%
- 6M
- -11.07%
- 1Y
- 10.88%
- 3Y*
- 20.23%
- 5Y*
- 8.33%
- 10Y*
- 15.45%
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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HNASX vs. VOO - Expense Ratio Comparison
HNASX has a 0.84% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
HNASX vs. VOO — Risk / Return Rank
HNASX
VOO
HNASX vs. VOO - Risk-Adjusted Trends 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.
| HNASX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.52 | 1.01 | -0.49 |
Sortino ratioReturn per unit of downside risk | 0.91 | 1.53 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.12 | 1.23 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.61 | 1.55 | -0.94 |
Martin ratioReturn relative to average drawdown | 2.04 | 7.31 | -5.27 |
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
| HNASX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.52 | 1.01 | -0.49 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.71 | -0.34 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.71 | 0.79 | -0.08 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.83 | -0.55 |
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.
Dividends
HNASX vs. VOO - Dividend Comparison
HNASX's dividend yield for the trailing twelve months is around 17.39%, more than VOO's 1.18% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNASX Homestead Growth Fund | 17.39% | 15.31% | 6.29% | 2.57% | 6.80% | 9.12% | 4.73% | 5.35% | 10.41% | 6.41% | 1.54% | 6.52% |
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
HNASX vs. VOO - Drawdown Comparison
The maximum HNASX drawdown since its inception was -72.74%, 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.
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Drawdown Indicators
| HNASX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.74% | -33.99% | -38.75% |
Max Drawdown (1Y)Largest decline over 1 year | -18.90% | -11.98% | -6.92% |
Max Drawdown (5Y)Largest decline over 5 years | -37.22% | -24.52% | -12.70% |
Max Drawdown (10Y)Largest decline over 10 years | -37.22% | -33.99% | -3.23% |
Current DrawdownCurrent decline from peak | -15.62% | -5.55% | -10.07% |
Average DrawdownAverage peak-to-trough decline | -24.81% | -3.72% | -21.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.68% | 2.55% | +3.13% |
Volatility
HNASX vs. VOO - Volatility Comparison
Homestead Growth Fund (HNASX) has a higher volatility of 7.42% compared to Vanguard S&P 500 ETF (VOO) at 5.34%. 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.
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Volatility by Period
| HNASX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.42% | 5.34% | +2.08% |
Volatility (6M)Calculated over the trailing 6-month period | 13.38% | 9.47% | +3.91% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.67% | 18.11% | +4.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.32% | 16.82% | +5.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.77% | 17.99% | +3.78% |