HSCSX vs. XLG
Compare and contrast key facts about Homestead Small Company Stock Fund (HSCSX) and Invesco S&P 500 Top 50 ETF (XLG).
HSCSX is managed by Homestead. It was launched on Mar 4, 1998. XLG is a passively managed fund by Invesco that tracks the performance of the S&P 500 Top 50 Index. It was launched on May 4, 2005.
Performance
HSCSX vs. XLG - Performance Comparison
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HSCSX vs. XLG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 0.29% | 0.54% | 8.52% | 17.21% | -16.97% | 20.38% | 22.25% | 22.41% | -27.09% | 12.03% |
XLG Invesco S&P 500 Top 50 ETF | -7.18% | 19.51% | 33.49% | 38.16% | -24.29% | 30.77% | 24.15% | 32.04% | -3.59% | 23.04% |
Returns By Period
In the year-to-date period, HSCSX achieves a 0.29% return, which is significantly higher than XLG's -7.18% return. Over the past 10 years, HSCSX has underperformed XLG with an annualized return of 6.35%, while XLG has yielded a comparatively higher 15.72% annualized return.
HSCSX
- 1D
- 3.05%
- 1M
- -6.70%
- YTD
- 0.29%
- 6M
- 1.85%
- 1Y
- 14.13%
- 3Y*
- 6.92%
- 5Y*
- 2.29%
- 10Y*
- 6.35%
XLG
- 1D
- 0.70%
- 1M
- -3.74%
- YTD
- -7.18%
- 6M
- -4.55%
- 1Y
- 19.62%
- 3Y*
- 21.92%
- 5Y*
- 13.96%
- 10Y*
- 15.72%
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HSCSX vs. XLG - Expense Ratio Comparison
HSCSX has a 1.06% expense ratio, which is higher than XLG's 0.20% expense ratio.
Return for Risk
HSCSX vs. XLG — Risk / Return Rank
HSCSX
XLG
HSCSX vs. XLG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Small Company Stock Fund (HSCSX) and Invesco S&P 500 Top 50 ETF (XLG). 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.
| HSCSX | XLG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.61 | 0.99 | -0.38 |
Sortino ratioReturn per unit of downside risk | 1.03 | 1.54 | -0.50 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.22 | -0.09 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.63 | -0.62 |
Martin ratioReturn relative to average drawdown | 3.85 | 5.71 | -1.86 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HSCSX | XLG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 0.99 | -0.38 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.11 | 0.75 | -0.64 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 0.84 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.38 | 0.59 | -0.21 |
Correlation
The correlation between HSCSX and XLG is 0.73, 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.
Dividends
HSCSX vs. XLG - Dividend Comparison
HSCSX's dividend yield for the trailing twelve months is around 10.85%, more than XLG's 0.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 10.85% | 10.88% | 5.42% | 3.87% | 5.12% | 18.41% | 12.67% | 18.73% | 26.80% | 4.45% | 2.43% | 5.07% |
XLG Invesco S&P 500 Top 50 ETF | 0.70% | 0.64% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% |
Drawdowns
HSCSX vs. XLG - Drawdown Comparison
The maximum HSCSX drawdown since its inception was -55.79%, which is greater than XLG's maximum drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for HSCSX and XLG.
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Drawdown Indicators
| HSCSX | XLG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.79% | -52.39% | -3.40% |
Max Drawdown (1Y)Largest decline over 1 year | -14.82% | -12.41% | -2.41% |
Max Drawdown (5Y)Largest decline over 5 years | -29.42% | -28.02% | -1.40% |
Max Drawdown (10Y)Largest decline over 10 years | -44.64% | -30.46% | -14.18% |
Current DrawdownCurrent decline from peak | -8.23% | -8.93% | +0.70% |
Average DrawdownAverage peak-to-trough decline | -9.34% | -7.69% | -1.65% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.89% | 3.54% | +0.35% |
Volatility
HSCSX vs. XLG - Volatility Comparison
Homestead Small Company Stock Fund (HSCSX) has a higher volatility of 6.80% compared to Invesco S&P 500 Top 50 ETF (XLG) at 5.82%. This indicates that HSCSX's price experiences larger fluctuations and is considered to be riskier than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSCSX | XLG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.80% | 5.82% | +0.98% |
Volatility (6M)Calculated over the trailing 6-month period | 13.72% | 10.65% | +3.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.18% | 19.97% | +4.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.73% | 18.68% | +3.05% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.37% | 18.81% | +3.56% |