HOSGX vs. SCHV
Compare and contrast key facts about Homestead Funds Short-Term Government Securities Fund (HOSGX) and Schwab U.S. Large-Cap Value ETF (SCHV).
HOSGX is managed by Homestead. It was launched on Apr 30, 1995. SCHV is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Value Total Stock Market Index. It was launched on Dec 11, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HOSGX or SCHV.
Correlation
The correlation between HOSGX and SCHV is -0.13. 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. SCHV - Performance Comparison
Key characteristics
HOSGX:
1.07
SCHV:
1.91
HOSGX:
1.57
SCHV:
2.71
HOSGX:
1.22
SCHV:
1.34
HOSGX:
0.65
SCHV:
2.64
HOSGX:
4.17
SCHV:
10.28
HOSGX:
0.72%
SCHV:
1.97%
HOSGX:
2.81%
SCHV:
10.61%
HOSGX:
-9.58%
SCHV:
-37.08%
HOSGX:
-1.52%
SCHV:
-6.66%
Returns By Period
In the year-to-date period, HOSGX achieves a 2.81% return, which is significantly lower than SCHV's 18.06% return. Over the past 10 years, HOSGX has underperformed SCHV with an annualized return of 0.88%, while SCHV has yielded a comparatively higher 11.71% annualized return.
HOSGX
2.81%
-0.20%
1.62%
3.01%
0.61%
0.88%
SCHV
18.06%
-3.64%
8.83%
19.25%
11.37%
11.71%
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HOSGX vs. SCHV - Expense Ratio Comparison
HOSGX has a 0.75% expense ratio, which is higher than SCHV's 0.04% expense ratio.
Risk-Adjusted Performance
HOSGX vs. SCHV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Funds Short-Term Government Securities Fund (HOSGX) and Schwab U.S. Large-Cap Value ETF (SCHV). 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. SCHV - Dividend Comparison
HOSGX's dividend yield for the trailing twelve months is around 2.96%, less than SCHV's 3.36% 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% |
SCHV Schwab U.S. Large-Cap Value ETF | 3.36% | 4.95% | 5.72% | 1.95% | 7.90% | 6.99% | 6.18% | 5.77% | 4.95% | 4.06% | 5.84% | 4.38% |
Drawdowns
HOSGX vs. SCHV - Drawdown Comparison
The maximum HOSGX drawdown since its inception was -9.58%, smaller than the maximum SCHV drawdown of -37.08%. Use the drawdown chart below to compare losses from any high point for HOSGX and SCHV. For additional features, visit the drawdowns tool.
Volatility
HOSGX vs. SCHV - Volatility Comparison
The current volatility for Homestead Funds Short-Term Government Securities Fund (HOSGX) is 0.74%, while Schwab U.S. Large-Cap Value ETF (SCHV) has a volatility of 3.72%. This indicates that HOSGX experiences smaller price fluctuations and is considered to be less risky than SCHV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.