HSCSX vs. IWM
HSCSX (Homestead Small Company Stock Fund) and IWM (iShares Russell 2000 ETF) are both Small Cap Blend Equities funds. Over the past 10 years, HSCSX returned 6.94%/yr vs 11.68%/yr for IWM. Their correlation of 0.91 suggests significant overlap in exposure. HSCSX charges 1.06%/yr vs 0.19%/yr for IWM.
Performance
HSCSX vs. IWM - 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 IWM's 21.64% return. Over the past 10 years, HSCSX has underperformed IWM with an annualized return of 6.94%, while IWM has yielded a comparatively higher 11.68% annualized 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%
IWM
- 1D
- 0.88%
- 1M
- 4.83%
- YTD
- 21.64%
- 6M
- 18.08%
- 1Y
- 44.01%
- 3Y*
- 19.60%
- 5Y*
- 6.77%
- 10Y*
- 11.68%
HSCSX vs. IWM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 10.75% | 0.54% | 8.52% | 17.21% | -16.97% | 20.38% | 22.25% | 22.41% | -27.09% | 12.03% |
IWM iShares Russell 2000 ETF | 21.64% | 12.66% | 11.38% | 16.83% | -20.48% | 14.54% | 20.03% | 25.39% | -11.12% | 14.58% |
Correlation
The correlation between HSCSX and IWM 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 | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since May 26, 2000 | 0.91 |
The correlation between HSCSX and IWM has been stable across timeframes, ranging from 0.89 to 0.94 - a consistent structural relationship.
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Return for Risk
HSCSX vs. IWM — Risk / Return Rank
HSCSX
IWM
HSCSX vs. IWM - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Small Company Stock Fund (HSCSX) and iShares Russell 2000 ETF (IWM). 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 | IWM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.08 | ||
| Sortino ratioReturn per unit of downside risk | -1.26 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.36 | -0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 4.01 | -1.98 |
| Martin ratioReturn relative to average drawdown | 6.62 | 14.19 | -7.56 |
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Drawdowns
HSCSX vs. IWM - Drawdown Comparison
The maximum HSCSX drawdown since its inception was -55.79%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for HSCSX and IWM.
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Drawdown Indicators
| HSCSX | IWM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.79% | -59.05% | +3.26% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -11.03% | +0.08% |
Max Drawdown (3Y)Largest decline over 3 years | -29.42% | -27.50% | -1.92% |
Max Drawdown (5Y)Largest decline over 5 years | -29.42% | -31.91% | +2.49% |
Max Drawdown (10Y)Largest decline over 10 years | -44.64% | -41.13% | -3.51% |
Current DrawdownCurrent decline from peak | -0.00% | 0.00% | 0.00% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -10.75% | +1.46% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 3.11% | +0.24% |
Volatility
HSCSX vs. IWM - Volatility Comparison
The current volatility for Homestead Small Company Stock Fund (HSCSX) is 6.10%, while iShares Russell 2000 ETF (IWM) has a volatility of 6.47%. This indicates that HSCSX experiences smaller price fluctuations and is considered to be less risky than IWM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSCSX | IWM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 6.47% | -0.37% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 14.28% | -0.46% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.19% | 19.75% | -0.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.88% | 22.60% | -0.72% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.45% | 23.09% | -0.64% |
HSCSX vs. IWM - Expense Ratio Comparison
HSCSX has a 1.06% expense ratio, which is higher than IWM's 0.19% expense ratio.
Dividends
HSCSX vs. IWM - Dividend Comparison
HSCSX's dividend yield for the trailing twelve months is around 9.82%, more than IWM's 0.89% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
IWM iShares Russell 2000 ETF | 0.89% | 1.04% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% |
Frequently Asked Questions
HSCSX and IWM 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.
IWM has higher volatility (6.47%) compared to HSCSX (6.10%). In terms of maximum drawdown, HSCSX dropped -55.79% vs IWM's -59.05%.
IWM currently has the higher Sharpe Ratio (2.24 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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