Correlation
The correlation between HSCSX and XSVM is 0.77, 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.
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.
Performance
HSCSX vs. XSVM - Performance Comparison
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Key characteristics
HSCSX:
-0.18
XSVM:
-0.26
HSCSX:
-0.10
XSVM:
-0.23
HSCSX:
0.99
XSVM:
0.97
HSCSX:
-0.17
XSVM:
-0.26
HSCSX:
-0.45
XSVM:
-0.61
HSCSX:
10.91%
XSVM:
10.98%
HSCSX:
25.58%
XSVM:
24.80%
HSCSX:
-55.60%
XSVM:
-62.57%
HSCSX:
-16.89%
XSVM:
-16.65%
Returns By Period
In the year-to-date period, HSCSX achieves a -9.87% return, which is significantly lower than XSVM's -7.59% return. Over the past 10 years, HSCSX has underperformed XSVM with an annualized return of 4.43%, while XSVM has yielded a comparatively higher 8.77% annualized return.
HSCSX
-9.87%
1.06%
-16.42%
-5.41%
3.37%
8.90%
4.43%
XSVM
-7.59%
0.83%
-15.49%
-7.73%
1.12%
17.71%
8.77%
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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.
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Dividends
HSCSX vs. XSVM - Dividend Comparison
HSCSX's dividend yield for the trailing twelve months is around 6.01%, more than XSVM's 2.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSCSX Homestead Small Company Stock Fund | 6.01% | 5.42% | 3.87% | 5.12% | 18.41% | 12.67% | 18.74% | 28.31% | 4.45% | 2.43% | 5.07% | 1.32% |
XSVM Invesco S&P SmallCap Value with Momentum ETF | 2.20% | 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 -55.60%, 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.
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Volatility
HSCSX vs. XSVM - Volatility Comparison
Homestead Small Company Stock Fund (HSCSX) has a higher volatility of 7.29% compared to Invesco S&P SmallCap Value with Momentum ETF (XSVM) at 6.53%. 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.
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