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.
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.
Performance
HRSMX vs. VOO - Performance Comparison
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Key characteristics
HRSMX:
0.25
VOO:
0.68
HRSMX:
0.56
VOO:
1.06
HRSMX:
1.07
VOO:
1.15
HRSMX:
0.23
VOO:
0.70
HRSMX:
0.62
VOO:
2.65
HRSMX:
12.16%
VOO:
4.92%
HRSMX:
29.06%
VOO:
19.58%
HRSMX:
-58.32%
VOO:
-33.99%
HRSMX:
-16.53%
VOO:
-3.27%
Returns By Period
In the year-to-date period, HRSMX achieves a -8.00% return, which is significantly lower than VOO's 1.19% return. Both investments have delivered pretty close results over the past 10 years, with HRSMX having a 12.25% annualized return and VOO not far ahead at 12.85%.
HRSMX
-8.00%
11.09%
-16.45%
7.20%
11.88%
16.85%
12.25%
VOO
1.19%
7.36%
-0.97%
13.13%
14.21%
16.06%
12.85%
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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 Rank
HRSMX
VOO
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.
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Dividends
HRSMX vs. VOO - Dividend Comparison
HRSMX's dividend yield for the trailing twelve months is around 4.08%, more than VOO's 1.28% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
HRSMX Hood River Small-Cap Growth Fund | 4.08% | 3.75% | 0.00% | 0.00% | 19.96% | 6.28% | 0.00% | 4.59% | 6.74% | 0.00% | 5.73% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HRSMX vs. VOO - Drawdown Comparison
The maximum HRSMX drawdown since its inception was -58.32%, 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.
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Volatility
HRSMX vs. VOO - Volatility Comparison
Hood River Small-Cap Growth Fund (HRSMX) has a higher volatility of 6.16% compared to Vanguard S&P 500 ETF (VOO) at 4.76%. 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.
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