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.
Key characteristics
HSCSX | RWJ | |
---|---|---|
YTD Return | 3.53% | 9.45% |
1Y Return | 14.35% | 22.12% |
3Y Return (Ann) | 1.87% | 6.77% |
5Y Return (Ann) | 9.46% | 17.53% |
10Y Return (Ann) | 4.96% | 10.78% |
Sharpe Ratio | 0.68 | 0.94 |
Daily Std Dev | 20.52% | 22.53% |
Max Drawdown | -55.15% | -55.97% |
Current Drawdown | -7.06% | -0.97% |
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
In the year-to-date period, HSCSX achieves a 3.53% return, which is significantly lower than RWJ's 9.45% return. Over the past 10 years, HSCSX has underperformed RWJ with an annualized return of 4.96%, while RWJ has yielded a comparatively higher 10.78% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 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's dividend yield for the trailing twelve months is around 3.59%, more than RWJ's 0.95% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Homestead Small Company Stock Fund | 3.59% | 3.87% | 5.12% | 18.41% | 12.67% | 7.61% | 28.31% | 4.45% | 2.43% | 5.07% | 1.32% | 0.42% |
Invesco S&P SmallCap 600 Revenue ETF | 0.95% | 1.34% | 1.02% | 0.61% | 0.89% | 1.22% | 1.44% | 0.91% | 0.61% | 0.74% | 0.57% | 1.27% |
Drawdowns
HSCSX vs. RWJ - Drawdown Comparison
The maximum HSCSX drawdown since its inception was -55.15%, roughly equal to the maximum RWJ 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
Homestead Small Company Stock Fund (HSCSX) and Invesco S&P SmallCap 600 Revenue ETF (RWJ) have volatilities of 6.57% and 6.32%, 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.