HSTIX vs. SCHX
Compare and contrast key facts about Homestead Stock Index Fund (HSTIX) and Schwab U.S. Large-Cap ETF (SCHX).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999. SCHX is a passively managed fund by Charles Schwab that tracks the performance of the Dow Jones U.S. Large-Cap Total Stock Market Index. It was launched on Nov 3, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSTIX or SCHX.
Key characteristics
| HSTIX | SCHX | |
|---|---|---|
| YTD Return | 26.29% | 27.78% |
| 1Y Return | 36.37% | 39.22% |
| 3Y Return (Ann) | 8.92% | 11.38% |
| 5Y Return (Ann) | 14.67% | 17.48% |
| 10Y Return (Ann) | 12.48% | 15.08% |
| Sharpe Ratio | 2.95 | 3.15 |
| Sortino Ratio | 3.94 | 4.18 |
| Omega Ratio | 1.55 | 1.59 |
| Calmar Ratio | 4.29 | 4.58 |
| Martin Ratio | 19.28 | 20.63 |
| Ulcer Index | 1.88% | 1.90% |
| Daily Std Dev | 12.30% | 12.42% |
| Max Drawdown | -55.58% | -34.33% |
| Current Drawdown | -0.27% | -0.30% |
Correlation
The correlation between HSTIX and SCHX is 0.99, 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
HSTIX vs. SCHX - Performance Comparison
In the year-to-date period, HSTIX achieves a 26.29% return, which is significantly lower than SCHX's 27.78% return. Over the past 10 years, HSTIX has underperformed SCHX with an annualized return of 12.48%, while SCHX has yielded a comparatively higher 15.08% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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HSTIX vs. SCHX - Expense Ratio Comparison
HSTIX has a 0.50% expense ratio, which is higher than SCHX's 0.03% expense ratio.
Risk-Adjusted Performance
HSTIX vs. SCHX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Stock Index Fund (HSTIX) and Schwab U.S. Large-Cap ETF (SCHX). 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
HSTIX vs. SCHX - Dividend Comparison
HSTIX's dividend yield for the trailing twelve months is around 0.89%, less than SCHX's 1.17% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTIX Homestead Stock Index Fund | 0.89% | 1.04% | 1.22% | 0.85% | 1.12% | 1.60% | 1.98% | 0.89% | 1.51% | 1.66% | 1.42% | 1.33% |
SCHX Schwab U.S. Large-Cap ETF | 1.17% | 1.39% | 1.64% | 1.22% | 1.64% | 1.82% | 2.17% | 1.70% | 1.92% | 2.04% | 1.76% | 1.65% |
Drawdowns
HSTIX vs. SCHX - Drawdown Comparison
The maximum HSTIX drawdown since its inception was -55.58%, which is greater than SCHX's maximum drawdown of -34.33%. Use the drawdown chart below to compare losses from any high point for HSTIX and SCHX. For additional features, visit the drawdowns tool.
Volatility
HSTIX vs. SCHX - Volatility Comparison
Homestead Stock Index Fund (HSTIX) and Schwab U.S. Large-Cap ETF (SCHX) have volatilities of 3.85% and 4.02%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.