Correlation
The correlation between HSCSX and SPLG is 0.86, 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.
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.
Performance
HSCSX vs. SPLG - Performance Comparison
Loading data...
Key characteristics
HSCSX:
-0.18
SPLG:
0.73
HSCSX:
-0.10
SPLG:
1.04
HSCSX:
0.99
SPLG:
1.15
HSCSX:
-0.17
SPLG:
0.68
HSCSX:
-0.45
SPLG:
2.58
HSCSX:
10.91%
SPLG:
4.93%
HSCSX:
25.58%
SPLG:
19.61%
HSCSX:
-55.60%
SPLG:
-54.52%
HSCSX:
-16.89%
SPLG:
-3.53%
Returns By Period
In the year-to-date period, HSCSX achieves a -9.87% return, which is significantly lower than SPLG's 0.89% return. Over the past 10 years, HSCSX has underperformed SPLG with an annualized return of 4.43%, while SPLG has yielded a comparatively higher 12.72% annualized return.
HSCSX
-9.87%
1.06%
-16.42%
-5.41%
3.37%
8.90%
4.43%
SPLG
0.89%
4.04%
-1.55%
13.29%
14.31%
15.91%
12.72%
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.
Loading data...
Dividends
HSCSX vs. SPLG - Dividend Comparison
HSCSX's dividend yield for the trailing twelve months is around 6.01%, more than SPLG's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 6.01% | 5.42% | 3.87% | 5.12% | 18.41% | 12.67% | 18.74% | 28.31% | 4.45% | 2.43% | 5.07% | 1.32% |
SPLG SPDR Portfolio S&P 500 ETF | 1.29% | 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 -55.60%, roughly equal to the maximum SPLG drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for HSCSX and SPLG.
Loading data...
Volatility
HSCSX vs. SPLG - Volatility Comparison
Homestead Small Company Stock Fund (HSCSX) has a higher volatility of 7.29% compared to SPDR Portfolio S&P 500 ETF (SPLG) at 4.80%. 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.
Loading data...