HSCSX vs. XSVM

In the year-to-date period, HSCSX achieves a -14.91% return, which is significantly lower than XSVM's -11.20% return. Over the past 10 years, HSCSX has underperformed XSVM with an annualized return of -5.21%, while XSVM has yielded a comparatively higher 8.54% annualized return.

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HSCSX has a 1.06% expense ratio, which is higher than XSVM's 0.39% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Homestead Small Company Stock Fund (HSCSX) and Invesco S&P SmallCap Value with Momentum ETF (XSVM). 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.

The current HSCSX Sharpe Ratio is -0.59, which is comparable to the XSVM Sharpe Ratio of -0.47. The chart below compares the historical Sharpe Ratios of HSCSX and XSVM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

HSCSX has not paid dividends to shareholders, while XSVM's dividend yield for the trailing twelve months is around 2.29%.

The maximum HSCSX drawdown since its inception was -63.13%, roughly equal to the maximum XSVM drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for HSCSX and XSVM. For additional features, visit the drawdowns tool.

Homestead Small Company Stock Fund (HSCSX) has a higher volatility of 15.84% compared to Invesco S&P SmallCap Value with Momentum ETF (XSVM) at 12.89%. This indicates that HSCSX's price experiences larger fluctuations and is considered to be riskier than XSVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.