HSCSX vs. RWJ
Compare and contrast key facts about Homestead Small Company Stock Fund (HSCSX) and Invesco S&P SmallCap 600 Revenue ETF (RWJ).
HSCSX is managed by Homestead. It was launched on Mar 4, 1998. RWJ is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Revenue-Weighted Index. It was launched on Feb 22, 2008.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSCSX or RWJ.
Correlation
The correlation between HSCSX and RWJ is 0.88, 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
HSCSX vs. RWJ - Performance Comparison
Key characteristics
HSCSX:
0.23
RWJ:
0.76
HSCSX:
0.47
RWJ:
1.23
HSCSX:
1.06
RWJ:
1.15
HSCSX:
0.10
RWJ:
1.54
HSCSX:
0.72
RWJ:
3.58
HSCSX:
6.28%
RWJ:
4.37%
HSCSX:
19.70%
RWJ:
20.42%
HSCSX:
-63.13%
RWJ:
-55.97%
HSCSX:
-41.48%
RWJ:
-5.11%
Returns By Period
In the year-to-date period, HSCSX achieves a 1.18% return, which is significantly lower than RWJ's 2.32% return. Over the past 10 years, HSCSX has underperformed RWJ with an annualized return of -3.74%, while RWJ has yielded a comparatively higher 10.51% annualized return.
HSCSX
1.18%
-2.45%
2.15%
3.33%
-0.21%
-3.74%
RWJ
2.32%
-0.32%
7.98%
14.74%
17.90%
10.51%
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HSCSX vs. RWJ - Expense Ratio Comparison
HSCSX has a 1.06% expense ratio, which is higher than RWJ's 0.39% expense ratio.
Risk-Adjusted Performance
HSCSX vs. RWJ — Risk-Adjusted Performance Rank
HSCSX
RWJ
HSCSX vs. RWJ - Risk-Adjusted Performance Comparison
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.
Dividends
HSCSX vs. RWJ - Dividend Comparison
HSCSX has not paid dividends to shareholders, while RWJ's dividend yield for the trailing twelve months is around 1.12%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 0.00% | 0.00% | 0.09% | 0.00% | 0.58% | 0.00% | 0.70% | 0.59% | 0.17% | 0.33% | 0.44% | 0.35% |
RWJ Invesco S&P SmallCap 600 Revenue ETF | 1.12% | 1.15% | 1.34% | 1.02% | 0.61% | 0.89% | 1.22% | 1.44% | 0.91% | 0.60% | 0.74% | 0.57% |
Drawdowns
HSCSX vs. RWJ - Drawdown Comparison
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.
Volatility
HSCSX vs. RWJ - Volatility Comparison
The current volatility for Homestead Small Company Stock Fund (HSCSX) is 4.05%, while Invesco S&P SmallCap 600 Revenue ETF (RWJ) has a volatility of 4.43%. This indicates that HSCSX experiences smaller price fluctuations and is considered to be less risky than RWJ based on this measure. The chart below showcases a comparison of their rolling one-month volatility.