HNASX vs. VUG
Compare and contrast key facts about Homestead Growth Fund (HNASX) and Vanguard Growth ETF (VUG).
HNASX is managed by Homestead. It was launched on Jan 22, 2001. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HNASX or VUG.
Key characteristics
| HNASX | VUG | |
|---|---|---|
| YTD Return | 22.10% | 20.71% |
| 1Y Return | 35.11% | 32.76% |
| 3Y Return (Ann) | 6.11% | 8.00% |
| 5Y Return (Ann) | 16.08% | 18.04% |
| 10Y Return (Ann) | 15.01% | 15.10% |
| Sharpe Ratio | 2.12 | 1.91 |
| Daily Std Dev | 16.34% | 17.22% |
| Max Drawdown | -53.78% | -50.68% |
| Current Drawdown | -2.89% | -4.50% |
Correlation
The correlation between HNASX and VUG is 0.95, 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
HNASX vs. VUG - Performance Comparison
In the year-to-date period, HNASX achieves a 22.10% return, which is significantly higher than VUG's 20.71% return. Both investments have delivered pretty close results over the past 10 years, with HNASX having a 15.01% annualized return and VUG not far ahead at 15.10%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HNASX vs. VUG - Expense Ratio Comparison
HNASX has a 0.84% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
HNASX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Growth Fund (HNASX) and Vanguard Growth ETF (VUG). 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
HNASX vs. VUG - Dividend Comparison
HNASX's dividend yield for the trailing twelve months is around 3.07%, more than VUG's 0.50% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HNASX Homestead Growth Fund | 3.07% | 2.57% | 6.80% | 9.12% | 4.73% | 4.55% | 11.39% | 6.41% | 1.54% | 6.52% | 10.15% | 3.38% |
VUG Vanguard Growth ETF | 0.50% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% | 1.19% |
Drawdowns
HNASX vs. VUG - Drawdown Comparison
The maximum HNASX drawdown since its inception was -53.78%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for HNASX and VUG. For additional features, visit the drawdowns tool.
Volatility
HNASX vs. VUG - Volatility Comparison
The current volatility for Homestead Growth Fund (HNASX) is 4.91%, while Vanguard Growth ETF (VUG) has a volatility of 5.31%. This indicates that HNASX experiences smaller price fluctuations and is considered to be less risky than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.