HRSMX vs. VOO
Compare and contrast key facts about Hood River Small-Cap Growth Fund (HRSMX) and Vanguard S&P 500 ETF (VOO).
HRSMX is managed by Hood River Capital Management. It was launched on Jan 2, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HRSMX or VOO.
Correlation
The correlation between HRSMX and VOO is 0.82, 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
HRSMX vs. VOO - Performance Comparison
Key characteristics
HRSMX:
1.63
VOO:
2.25
HRSMX:
2.20
VOO:
2.98
HRSMX:
1.27
VOO:
1.42
HRSMX:
1.06
VOO:
3.31
HRSMX:
10.02
VOO:
14.77
HRSMX:
3.76%
VOO:
1.90%
HRSMX:
23.16%
VOO:
12.46%
HRSMX:
-65.94%
VOO:
-33.99%
HRSMX:
-11.60%
VOO:
-2.47%
Returns By Period
In the year-to-date period, HRSMX achieves a 32.00% return, which is significantly higher than VOO's 26.02% return. Over the past 10 years, HRSMX has underperformed VOO with an annualized return of 9.29%, while VOO has yielded a comparatively higher 13.08% annualized return.
HRSMX
32.00%
-6.84%
14.61%
33.91%
12.56%
9.29%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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HRSMX vs. VOO - Expense Ratio Comparison
HRSMX has a 1.09% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HRSMX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hood River Small-Cap Growth Fund (HRSMX) and Vanguard S&P 500 ETF (VOO). 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
HRSMX vs. VOO - Dividend Comparison
HRSMX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRSMX Hood River Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
HRSMX vs. VOO - Drawdown Comparison
The maximum HRSMX drawdown since its inception was -65.94%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HRSMX and VOO. For additional features, visit the drawdowns tool.
Volatility
HRSMX vs. VOO - Volatility Comparison
Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 8.66% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that HRSMX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.