HSCSX vs. AVUV
HSCSX (Homestead Small Company Stock Fund) and AVUV (Avantis US Small Cap Value ETF) are both funds - HSCSX is a Small Cap Blend Equities fund managed by Homestead, while AVUV is a Small Cap Value Equities fund actively managed by Avantis. Over the past 5 years, HSCSX returned 4.14%/yr vs 11.94%/yr for AVUV. Their correlation of 0.89 suggests significant overlap in exposure. HSCSX charges 1.06%/yr vs 0.25%/yr for AVUV.
Performance
HSCSX vs. AVUV - Performance Comparison
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Returns By Period
In the year-to-date period, HSCSX achieves a 10.75% return, which is significantly lower than AVUV's 20.76% return.
HSCSX
- 1D
- 2.04%
- 1M
- 3.72%
- YTD
- 10.75%
- 6M
- 8.35%
- 1Y
- 22.20%
- 3Y*
- 9.74%
- 5Y*
- 4.14%
- 10Y*
- 6.94%
AVUV
- 1D
- 0.31%
- 1M
- 2.33%
- YTD
- 20.76%
- 6M
- 18.15%
- 1Y
- 39.60%
- 3Y*
- 20.03%
- 5Y*
- 11.94%
- 10Y*
- —
HSCSX vs. AVUV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 10.75% | 0.54% | 8.52% | 17.21% | -16.97% | 20.38% | 22.25% | 5.94% |
AVUV Avantis US Small Cap Value ETF | 20.76% | 7.44% | 9.28% | 22.82% | -4.91% | 42.20% | 6.43% | 8.54% |
Correlation
The correlation between HSCSX and AVUV is 0.89, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.89 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.92 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.91 |
Correlation (All Time) Calculated using the full available price history since Sep 26, 2019 | 0.89 |
The correlation between HSCSX and AVUV has been stable across timeframes, ranging from 0.89 to 0.92 - a consistent structural relationship.
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Return for Risk
HSCSX vs. AVUV — Risk / Return Rank
HSCSX
AVUV
HSCSX vs. AVUV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Small Company Stock Fund (HSCSX) and Avantis US Small Cap Value ETF (AVUV). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HSCSX | AVUV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.10 | ||
| Sortino ratioReturn per unit of downside risk | -1.42 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.39 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 5.00 | -2.97 |
| Martin ratioReturn relative to average drawdown | 6.62 | 14.84 | -8.22 |
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Drawdowns
HSCSX vs. AVUV - Drawdown Comparison
The maximum HSCSX drawdown since its inception was -55.79%, which is greater than AVUV's maximum drawdown of -49.42%. Use the drawdown chart below to compare losses from any high point for HSCSX and AVUV.
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Drawdown Indicators
| HSCSX | AVUV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.79% | -49.42% | -6.37% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -7.95% | -3.00% |
Max Drawdown (3Y)Largest decline over 3 years | -29.42% | -28.79% | -0.63% |
Max Drawdown (5Y)Largest decline over 5 years | -29.42% | -28.79% | -0.63% |
Max Drawdown (10Y)Largest decline over 10 years | -44.64% | — | — |
Current DrawdownCurrent decline from peak | -0.00% | -1.61% | +1.61% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -7.90% | -1.39% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 2.68% | +0.67% |
Volatility
HSCSX vs. AVUV - Volatility Comparison
Homestead Small Company Stock Fund (HSCSX) has a higher volatility of 6.10% compared to Avantis US Small Cap Value ETF (AVUV) at 4.28%. This indicates that HSCSX's price experiences larger fluctuations and is considered to be riskier than AVUV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSCSX | AVUV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 4.28% | +1.82% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 11.39% | +2.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.19% | 17.67% | +1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.88% | 22.65% | -0.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.45% | 28.23% | -5.78% |
HSCSX vs. AVUV - Expense Ratio Comparison
HSCSX has a 1.06% expense ratio, which is higher than AVUV's 0.25% expense ratio.
Dividends
HSCSX vs. AVUV - Dividend Comparison
HSCSX's dividend yield for the trailing twelve months is around 9.82%, more than AVUV's 1.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV Avantis US Small Cap Value ETF | 1.63% | 1.58% | 1.61% | 1.65% | 1.74% | 1.28% | 1.21% | 0.38% | 0.00% | 0.00% | 0.00% | 0.00% |
HSCSX Homestead Small Company Stock Fund | 9.82% | 10.88% | 5.42% | 3.87% | 5.12% | 18.41% | 12.67% | 18.73% | 26.80% | 4.45% | 2.43% | 5.07% |
Frequently Asked Questions
HSCSX and AVUV have a correlation of 0.89, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HSCSX has higher volatility (6.10%) compared to AVUV (4.28%). In terms of maximum drawdown, HSCSX dropped -55.79% vs AVUV's -49.42%.
AVUV currently has the higher Sharpe Ratio (2.26 vs 1.16), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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