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.
Key characteristics
HRSMX | VOO | |
---|---|---|
YTD Return | 26.33% | 19.06% |
1Y Return | 39.06% | 26.65% |
3Y Return (Ann) | 4.25% | 9.85% |
5Y Return (Ann) | 18.21% | 15.18% |
10Y Return (Ann) | 14.01% | 12.95% |
Sharpe Ratio | 1.76 | 2.18 |
Daily Std Dev | 23.19% | 12.72% |
Max Drawdown | -64.92% | -33.99% |
Current Drawdown | -1.51% | -0.48% |
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
In the year-to-date period, HRSMX achieves a 26.33% return, which is significantly higher than VOO's 19.06% return. Over the past 10 years, HRSMX has outperformed VOO with an annualized return of 14.01%, while VOO has yielded a comparatively lower 12.95% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 1.28%.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Hood River Small-Cap Growth Fund | 0.00% | 0.00% | 0.00% | 19.96% | 6.28% | 0.00% | 4.59% | 6.74% | 0.00% | 5.73% | 0.00% | 0.00% |
Vanguard S&P 500 ETF | 1.28% | 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 -64.92%, 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 7.76% compared to Vanguard S&P 500 ETF (VOO) at 4.25%. 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.