HSCSX vs. RWJ

The year-to-date returns for both stocks are quite close, with HSCSX having a -14.91% return and RWJ slightly lower at -15.34%. Over the past 10 years, HSCSX has underperformed RWJ with an annualized return of -5.21%, while RWJ has yielded a comparatively higher 8.46% annualized return.

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HSCSX has a 1.06% expense ratio, which is higher than RWJ's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Homestead Small Company Stock Fund (HSCSX) and Invesco S&P SmallCap 600 Revenue ETF (RWJ). 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.

The current HSCSX Sharpe Ratio is -0.59, which is lower than the RWJ Sharpe Ratio of -0.16. The chart below compares the historical Sharpe Ratios of HSCSX and RWJ, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HSCSX has not paid dividends to shareholders, while RWJ's dividend yield for the trailing twelve months is around 1.36%.

The maximum HSCSX drawdown since its inception was -63.13%, which is greater than RWJ's maximum drawdown of -55.97%. Use the drawdown chart below to compare losses from any high point for HSCSX and RWJ. For additional features, visit the drawdowns tool.

Homestead Small Company Stock Fund (HSCSX) and Invesco S&P SmallCap 600 Revenue ETF (RWJ) have volatilities of 15.84% and 16.14%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.