HSCSX vs. SPLG
Compare and contrast key facts about Homestead Small Company Stock Fund (HSCSX) and SPDR Portfolio S&P 500 ETF (SPLG).
HSCSX is managed by Homestead. It was launched on Mar 4, 1998. SPLG is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSCSX or SPLG.
Correlation
The correlation between HSCSX and SPLG is 0.74, 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. SPLG - Performance Comparison
Key characteristics
HSCSX:
0.23
SPLG:
1.92
HSCSX:
0.47
SPLG:
2.58
HSCSX:
1.06
SPLG:
1.35
HSCSX:
0.10
SPLG:
2.88
HSCSX:
0.72
SPLG:
11.95
HSCSX:
6.28%
SPLG:
2.03%
HSCSX:
19.70%
SPLG:
12.64%
HSCSX:
-63.13%
SPLG:
-54.52%
HSCSX:
-41.48%
SPLG:
0.00%
Returns By Period
In the year-to-date period, HSCSX achieves a 1.18% return, which is significantly lower than SPLG's 4.34% return. Over the past 10 years, HSCSX has underperformed SPLG with an annualized return of -3.74%, while SPLG has yielded a comparatively higher 13.27% annualized return.
HSCSX
1.18%
-2.45%
2.15%
3.33%
-0.21%
-3.74%
SPLG
4.34%
2.33%
10.19%
24.07%
14.51%
13.27%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
HSCSX vs. SPLG - Expense Ratio Comparison
HSCSX has a 1.06% expense ratio, which is higher than SPLG's 0.03% expense ratio.
Risk-Adjusted Performance
HSCSX vs. SPLG — Risk-Adjusted Performance Rank
HSCSX
SPLG
HSCSX vs. SPLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Small Company Stock Fund (HSCSX) and SPDR Portfolio S&P 500 ETF (SPLG). 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. SPLG - Dividend Comparison
HSCSX has not paid dividends to shareholders, while SPLG's dividend yield for the trailing twelve months is around 1.22%.
| 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% |
SPLG SPDR Portfolio S&P 500 ETF | 1.22% | 1.28% | 1.44% | 1.69% | 1.25% | 1.54% | 1.79% | 2.23% | 1.75% | 1.97% | 1.98% | 1.79% |
Drawdowns
HSCSX vs. SPLG - Drawdown Comparison
The maximum HSCSX drawdown since its inception was -63.13%, which is greater than SPLG's maximum drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for HSCSX and SPLG. For additional features, visit the drawdowns tool.
Volatility
HSCSX vs. SPLG - Volatility Comparison
Homestead Small Company Stock Fund (HSCSX) has a higher volatility of 4.05% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 3.11%. This indicates that HSCSX's price experiences larger fluctuations and is considered to be riskier than SPLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.