HOSGX vs. FZROX
Compare and contrast key facts about Homestead Funds Short-Term Government Securities Fund (HOSGX) and Fidelity ZERO Total Market Index Fund (FZROX).
HOSGX is managed by Homestead. It was launched on Apr 30, 1995. FZROX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HOSGX or FZROX.
Correlation
The correlation between HOSGX and FZROX is -0.02. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
HOSGX vs. FZROX - Performance Comparison
Key characteristics
HOSGX:
1.07
FZROX:
2.10
HOSGX:
1.57
FZROX:
2.79
HOSGX:
1.22
FZROX:
1.39
HOSGX:
0.65
FZROX:
3.15
HOSGX:
4.17
FZROX:
13.39
HOSGX:
0.72%
FZROX:
2.02%
HOSGX:
2.81%
FZROX:
12.88%
HOSGX:
-9.58%
FZROX:
-34.96%
HOSGX:
-1.52%
FZROX:
-3.08%
Returns By Period
In the year-to-date period, HOSGX achieves a 2.81% return, which is significantly lower than FZROX's 24.97% return.
HOSGX
2.81%
-0.20%
1.62%
3.01%
0.61%
0.88%
FZROX
24.97%
0.05%
9.96%
25.61%
14.18%
N/A
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HOSGX vs. FZROX - Expense Ratio Comparison
HOSGX has a 0.75% expense ratio, which is higher than FZROX's 0.00% expense ratio.
Risk-Adjusted Performance
HOSGX vs. FZROX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Funds Short-Term Government Securities Fund (HOSGX) and Fidelity ZERO Total Market Index Fund (FZROX). 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
HOSGX vs. FZROX - Dividend Comparison
HOSGX's dividend yield for the trailing twelve months is around 2.96%, more than FZROX's 1.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HOSGX Homestead Funds Short-Term Government Securities Fund | 2.96% | 2.51% | 1.44% | 0.31% | 0.64% | 1.52% | 1.40% | 1.01% | 0.87% | 0.82% | 0.92% | 0.94% |
FZROX Fidelity ZERO Total Market Index Fund | 1.17% | 1.36% | 1.57% | 1.08% | 1.27% | 1.45% | 0.63% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HOSGX vs. FZROX - Drawdown Comparison
The maximum HOSGX drawdown since its inception was -9.58%, smaller than the maximum FZROX drawdown of -34.96%. Use the drawdown chart below to compare losses from any high point for HOSGX and FZROX. For additional features, visit the drawdowns tool.
Volatility
HOSGX vs. FZROX - Volatility Comparison
The current volatility for Homestead Funds Short-Term Government Securities Fund (HOSGX) is 0.74%, while Fidelity ZERO Total Market Index Fund (FZROX) has a volatility of 4.03%. This indicates that HOSGX experiences smaller price fluctuations and is considered to be less risky than FZROX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.