HRSMX vs. VB
Compare and contrast key facts about Hood River Small-Cap Growth Fund (HRSMX) and Vanguard Small-Cap ETF (VB).
HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Performance
HRSMX vs. VB - Performance Comparison
Loading graphics...
HRSMX vs. VB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRSMX Hood River Small-Cap Growth Fund | -0.38% | 23.85% | 35.48% | 21.52% | -27.99% | 23.19% | 60.80% | 24.13% | -6.91% | 20.60% |
VB Vanguard Small-Cap ETF | 1.92% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Returns By Period
In the year-to-date period, HRSMX achieves a -0.38% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, HRSMX has outperformed VB with an annualized return of 16.84%, while VB has yielded a comparatively lower 10.51% annualized return.
HRSMX
- 1D
- -3.64%
- 1M
- -10.43%
- YTD
- -0.38%
- 6M
- 4.89%
- 1Y
- 45.41%
- 3Y*
- 24.11%
- 5Y*
- 10.11%
- 10Y*
- 16.84%
VB
- 1D
- 3.18%
- 1M
- -5.13%
- YTD
- 1.92%
- 6M
- 3.76%
- 1Y
- 19.75%
- 3Y*
- 13.04%
- 5Y*
- 5.35%
- 10Y*
- 10.51%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HRSMX vs. VB - Expense Ratio Comparison
HRSMX has a 1.09% expense ratio, which is higher than VB's 0.05% expense ratio.
Return for Risk
HRSMX vs. VB — Risk / Return Rank
HRSMX
VB
HRSMX vs. VB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Hood River Small-Cap Growth Fund (HRSMX) and Vanguard Small-Cap ETF (VB). 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.
| HRSMX | VB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.48 | 0.91 | +0.57 |
Sortino ratioReturn per unit of downside risk | 2.03 | 1.41 | +0.62 |
Omega ratioGain probability vs. loss probability | 1.27 | 1.19 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 2.69 | 1.39 | +1.31 |
Martin ratioReturn relative to average drawdown | 10.82 | 5.97 | +4.85 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| HRSMX | VB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.48 | 0.91 | +0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.38 | 0.26 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.66 | 0.49 | +0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.52 | 0.42 | +0.10 |
Correlation
The correlation between HRSMX and VB is 0.92, 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
HRSMX vs. VB - Dividend Comparison
HRSMX's dividend yield for the trailing twelve months is around 4.25%, more than VB's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRSMX Hood River Small-Cap Growth Fund | 4.25% | 4.23% | 3.75% | 0.00% | 0.00% | 19.96% | 6.28% | 0.00% | 4.59% | 6.74% | 0.00% | 5.73% |
VB Vanguard Small-Cap ETF | 1.34% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Drawdowns
HRSMX vs. VB - Drawdown Comparison
The maximum HRSMX drawdown since its inception was -64.92%, which is greater than VB's maximum drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for HRSMX and VB.
Loading graphics...
Drawdown Indicators
| HRSMX | VB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.92% | -59.56% | -5.36% |
Max Drawdown (1Y)Largest decline over 1 year | -14.89% | -14.29% | -0.60% |
Max Drawdown (5Y)Largest decline over 5 years | -38.49% | -28.15% | -10.34% |
Max Drawdown (10Y)Largest decline over 10 years | -40.74% | -42.05% | +1.31% |
Current DrawdownCurrent decline from peak | -12.29% | -6.08% | -6.21% |
Average DrawdownAverage peak-to-trough decline | -13.16% | -8.49% | -4.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.71% | 3.32% | +0.39% |
Volatility
HRSMX vs. VB - Volatility Comparison
Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 10.98% compared to Vanguard Small-Cap ETF (VB) at 6.84%. This indicates that HRSMX's price experiences larger fluctuations and is considered to be riskier than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| HRSMX | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.98% | 6.84% | +4.14% |
Volatility (6M)Calculated over the trailing 6-month period | 21.01% | 12.60% | +8.41% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.71% | 21.86% | +7.85% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.08% | 20.78% | +6.30% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.76% | 21.40% | +4.36% |