HNASX vs. XLG

In the year-to-date period, HNASX achieves a 1.73% return, which is significantly higher than XLG's -1.25% return. Both investments have delivered pretty close results over the past 10 years, with HNASX having a 15.00% annualized return and XLG not far behind at 14.70%.

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HNASX has a 0.84% expense ratio, which is higher than XLG's 0.20% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Homestead Growth Fund (HNASX) and Invesco S&P 500® Top 50 ETF (XLG). 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.

The current HNASX Sharpe Ratio is 0.70, which is comparable to the XLG Sharpe Ratio of 0.69. The chart below compares the historical Sharpe Ratios of HNASX and XLG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HNASX's dividend yield for the trailing twelve months is around 6.18%, more than XLG's 0.73% yield.

The maximum HNASX drawdown since its inception was -53.78%, roughly equal to the maximum XLG drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for HNASX and XLG.

Homestead Growth Fund (HNASX) has a higher volatility of 5.57% compared to Invesco S&P 500® Top 50 ETF (XLG) at 5.29%. This indicates that HNASX's price experiences larger fluctuations and is considered to be riskier than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.