HSCSX vs. XSVM
HSCSX (Homestead Small Company Stock Fund) and XSVM (Invesco S&P SmallCap Value with Momentum ETF) are both funds - HSCSX is a Small Cap Blend Equities fund managed by Homestead, while XSVM is a Momentum fund tracking the S&P SmallCap 600 High Momentum Value Index. Over the past 10 years, HSCSX returned 6.94%/yr vs 13.24%/yr for XSVM. Their correlation of 0.86 suggests significant overlap in exposure. HSCSX charges 1.06%/yr vs 0.37%/yr for XSVM.
Performance
HSCSX vs. XSVM - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, HSCSX achieves a 10.75% return, which is significantly lower than XSVM's 20.07% return. Over the past 10 years, HSCSX has underperformed XSVM with an annualized return of 6.94%, while XSVM has yielded a comparatively higher 13.24% annualized return.
HSCSX
- 1D
- 2.04%
- 1M
- 3.72%
- YTD
- 10.75%
- 6M
- 8.35%
- 1Y
- 22.20%
- 3Y*
- 9.74%
- 5Y*
- 4.14%
- 10Y*
- 6.94%
XSVM
- 1D
- -0.05%
- 1M
- 2.87%
- YTD
- 20.07%
- 6M
- 17.31%
- 1Y
- 39.24%
- 3Y*
- 17.36%
- 5Y*
- 8.01%
- 10Y*
- 13.24%
HSCSX vs. XSVM - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 10.75% | 0.54% | 8.52% | 17.21% | -16.97% | 20.38% | 22.25% | 22.41% | -27.09% | 12.03% |
XSVM Invesco S&P SmallCap Value with Momentum ETF | 20.07% | 7.47% | 2.30% | 20.20% | -13.63% | 56.36% | 5.08% | 30.01% | -12.33% | 3.62% |
Correlation
The correlation between HSCSX and XSVM is 0.85, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.85 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.88 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.89 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.84 |
Correlation (All Time) Calculated using the full available price history since Mar 3, 2005 | 0.86 |
The correlation between HSCSX and XSVM has been stable across timeframes, ranging from 0.84 to 0.89 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
HSCSX vs. XSVM — Risk / Return Rank
HSCSX
XSVM
HSCSX vs. XSVM - 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 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.
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 | XSVM | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.97 | ||
| Sortino ratioReturn per unit of downside risk | -1.28 | ||
| Omega ratioGain probability vs. loss probability | 1.20 | 1.37 | -0.17 |
| Calmar ratioReturn relative to maximum drawdown | 2.03 | 3.91 | -1.88 |
| Martin ratioReturn relative to average drawdown | 6.62 | 12.10 | -5.48 |
Loading charts...
Drawdowns
HSCSX vs. XSVM - Drawdown Comparison
The maximum HSCSX drawdown since its inception was -55.79%, smaller than the maximum XSVM drawdown of -62.57%. Use the drawdown chart below to compare losses from any high point for HSCSX and XSVM.
Loading charts...
Drawdown Indicators
| HSCSX | XSVM | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.79% | -62.57% | +6.78% |
Max Drawdown (1Y)Largest decline over 1 year | -10.95% | -10.08% | -0.87% |
Max Drawdown (3Y)Largest decline over 3 years | -29.42% | -26.21% | -3.21% |
Max Drawdown (5Y)Largest decline over 5 years | -29.42% | -26.21% | -3.21% |
Max Drawdown (10Y)Largest decline over 10 years | -44.64% | -49.02% | +4.38% |
Current DrawdownCurrent decline from peak | -0.00% | -1.49% | +1.49% |
Average DrawdownAverage peak-to-trough decline | -9.29% | -11.54% | +2.25% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.35% | 3.25% | +0.10% |
Volatility
HSCSX vs. XSVM - Volatility Comparison
Homestead Small Company Stock Fund (HSCSX) has a higher volatility of 6.10% compared to Invesco S&P SmallCap Value with Momentum ETF (XSVM) at 4.60%. 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.
Loading charts...
Volatility by Period
| HSCSX | XSVM | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.10% | 4.60% | +1.50% |
Volatility (6M)Calculated over the trailing 6-month period | 13.82% | 12.27% | +1.55% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.19% | 18.57% | +0.62% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.88% | 22.55% | -0.67% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.45% | 25.09% | -2.64% |
HSCSX vs. XSVM - Expense Ratio Comparison
HSCSX has a 1.06% expense ratio, which is higher than XSVM's 0.37% expense ratio.
Dividends
HSCSX vs. XSVM - Dividend Comparison
HSCSX's dividend yield for the trailing twelve months is around 9.82%, more than XSVM's 2.23% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 9.82% | 10.88% | 5.42% | 3.87% | 5.12% | 18.41% | 12.67% | 18.73% | 26.80% | 4.45% | 2.43% | 5.07% |
XSVM Invesco S&P SmallCap Value with Momentum ETF | 1.83% | 2.29% | 1.69% | 1.31% | 1.79% | 1.23% | 1.21% | 1.22% | 2.54% | 1.90% | 2.29% | 2.68% |
Frequently Asked Questions
HSCSX and XSVM have a correlation of 0.85, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
HSCSX has higher volatility (6.10%) compared to XSVM (4.60%). In terms of maximum drawdown, HSCSX dropped -55.79% vs XSVM's -62.57%.
XSVM currently has the higher Sharpe Ratio (2.13 vs 1.16), 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.
Find the right allocation for HSCSX and XSVM
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer