HSCSX vs. XSVM
Compare and contrast key facts about Homestead Small Company Stock Fund (HSCSX) and Invesco S&P SmallCap Value with Momentum ETF (XSVM).
HSCSX is managed by Homestead. It was launched on Mar 4, 1998. XSVM is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Index. It was launched on Mar 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSCSX or XSVM.
Correlation
The correlation between HSCSX and XSVM is 0.87, 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. XSVM - Performance Comparison
Key characteristics
HSCSX:
0.33
XSVM:
0.34
HSCSX:
0.60
XSVM:
0.67
HSCSX:
1.07
XSVM:
1.08
HSCSX:
0.14
XSVM:
0.55
HSCSX:
1.07
XSVM:
1.16
HSCSX:
6.12%
XSVM:
6.36%
HSCSX:
20.04%
XSVM:
21.56%
HSCSX:
-63.13%
XSVM:
-62.57%
HSCSX:
-41.24%
XSVM:
-7.93%
Returns By Period
In the year-to-date period, HSCSX achieves a 1.59% return, which is significantly lower than XSVM's 2.07% return. Over the past 10 years, HSCSX has underperformed XSVM with an annualized return of -3.57%, while XSVM has yielded a comparatively higher 9.97% annualized return.
HSCSX
1.59%
2.49%
3.84%
4.24%
-0.19%
-3.57%
XSVM
2.07%
6.23%
5.26%
4.02%
12.91%
9.97%
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HSCSX vs. XSVM - Expense Ratio Comparison
HSCSX has a 1.06% expense ratio, which is higher than XSVM's 0.39% expense ratio.
Risk-Adjusted Performance
HSCSX vs. XSVM — Risk-Adjusted Performance Rank
HSCSX
XSVM
HSCSX vs. XSVM - Risk-Adjusted Performance Comparison
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.
Dividends
HSCSX vs. XSVM - Dividend Comparison
HSCSX has not paid dividends to shareholders, while XSVM's dividend yield for the trailing twelve months is around 1.65%.
| 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% |
XSVM Invesco S&P SmallCap Value with Momentum ETF | 1.65% | 1.69% | 1.31% | 1.79% | 1.23% | 1.21% | 1.22% | 2.54% | 1.90% | 2.29% | 2.68% | 1.32% |
Drawdowns
HSCSX vs. XSVM - Drawdown Comparison
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.
Volatility
HSCSX vs. XSVM - Volatility Comparison
The current volatility for Homestead Small Company Stock Fund (HSCSX) is 4.24%, while Invesco S&P SmallCap Value with Momentum ETF (XSVM) has a volatility of 4.99%. This indicates that HSCSX experiences smaller price fluctuations and is considered to be less risky than XSVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.