HSCSX vs. VSTCX
HSCSX (Homestead Small Company Stock Fund) and VSTCX (Vanguard Strategic Small-Cap Equity Fund) are both Small Cap Blend Equities funds. Over the past 10 years, HSCSX returned 6.74%/yr vs 12.71%/yr for VSTCX. Their correlation of 0.93 means they have usually moved in the same direction. HSCSX charges 1.06%/yr vs 0.21%/yr for VSTCX.
Performance
HSCSX vs. VSTCX - Performance Comparison
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Returns By Period
In the year-to-date period, HSCSX achieves a 8.87% return, which is significantly lower than VSTCX's 21.34% return. Over the past 10 years, HSCSX has underperformed VSTCX with an annualized return of 6.74%, while VSTCX has yielded a comparatively higher 12.71% annualized return.
HSCSX
- 1D
- 0.52%
- 1M
- -2.70%
- 6M
- 2.72%
- YTD
- 8.87%
- 1Y
- 15.52%
- 3Y*
- 6.65%
- 5Y*
- 3.36%
- 10Y*
- 6.74%
- ALL TIME*
- 8.18%
VSTCX
- 1D
- -0.37%
- 1M
- -1.49%
- 6M
- 15.58%
- YTD
- 21.34%
- 1Y
- 41.90%
- 3Y*
- 19.65%
- 5Y*
- 12.85%
- 10Y*
- 12.71%
- ALL TIME*
- 9.44%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
HSCSX vs. VSTCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 8.87% | 0.54% | 8.52% | 17.21% | -16.97% | 20.38% | 22.25% | 22.41% | -27.09% | 12.03% |
VSTCX Vanguard Strategic Small-Cap Equity Fund | 21.34% | 15.20% | 15.40% | 21.34% | -13.00% | 33.53% | 8.38% | 22.18% | -11.87% | 9.21% |
Correlation
The correlation between HSCSX and VSTCX is 0.91, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.91 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Apr 20, 2006 | 0.93 |
The correlation between HSCSX and VSTCX has been stable across timeframes, ranging from 0.91 to 0.95 - a consistent structural relationship.
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Return for Risk
HSCSX vs. VSTCX — Risk / Return Rank
HSCSX
VSTCX
HSCSX vs. VSTCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Small Company Stock Fund (HSCSX) and Vanguard Strategic Small-Cap Equity Fund (VSTCX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HSCSX | VSTCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.47 | ||
| Sortino ratioReturn per unit of downside risk | -1.91 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.39 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | 1.34 | 4.88 | -3.54 |
| Martin ratioReturn relative to average drawdown | 4.11 | 17.09 | -12.98 |
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Drawdowns
HSCSX vs. VSTCX - Drawdown Comparison
The maximum HSCSX drawdown since its inception was -55.79%, smaller than the maximum VSTCX drawdown of -62.50%. Use the drawdown chart below to compare losses from any high point for HSCSX and VSTCX.
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Drawdown Indicators
| HSCSX | VSTCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.79% | -62.50% | +6.71% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -8.08% | -2.87% |
Max Drawdown (3Y)Largest decline over 3 years | -29.42% | -27.47% | -1.95% |
Max Drawdown (5Y)Largest decline over 5 years | -29.42% | -27.47% | -1.95% |
Max Drawdown (10Y)Largest decline over 10 years | -44.64% | -48.08% | +3.44% |
Current DrawdownCurrent decline from peak | -5.29% | -3.22% | -2.07% |
Average DrawdownAverage peak-to-trough decline | -9.27% | -10.58% | +1.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.57% | 2.31% | +1.26% |
Volatility
HSCSX vs. VSTCX - Volatility Comparison
Homestead Small Company Stock Fund (HSCSX) has a higher volatility of 4.26% compared to Vanguard Strategic Small-Cap Equity Fund (VSTCX) at 3.80%. This indicates that HSCSX's price experiences larger fluctuations and is considered to be riskier than VSTCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSCSX | VSTCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.26% | 3.80% | +0.46% |
Volatility (6M)Calculated over the trailing 6-month period | 13.74% | 12.47% | +1.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.14% | 17.64% | +1.50% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.85% | 21.87% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.41% | 23.42% | -1.01% |
HSCSX vs. VSTCX - Expense Ratio Comparison
HSCSX has a 1.06% expense ratio, which is higher than VSTCX's 0.21% expense ratio.
Dividends
HSCSX vs. VSTCX - Dividend Comparison
HSCSX's dividend yield for the trailing twelve months is around 13.31%, more than VSTCX's 6.22% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 13.31% | 10.88% | 5.42% | 3.87% | 5.12% | 18.41% | 12.67% | 18.73% | 26.80% | 4.45% | 2.43% | 5.07% |
VSTCX Vanguard Strategic Small-Cap Equity Fund | 6.22% | 7.55% | 9.66% | 2.50% | 7.44% | 19.92% | 1.24% | 4.14% | 11.74% | 5.76% | 1.35% | 2.33% |
Frequently Asked Questions
With a correlation of 0.91, HSCSX and VSTCX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
HSCSX has higher volatility (4.26%) compared to VSTCX (3.80%). In terms of maximum drawdown, HSCSX dropped -55.79% vs VSTCX's -62.50%.
VSTCX currently has the higher Sharpe Ratio (2.24 vs 0.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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