HSTIX vs. SPYG
Compare and contrast key facts about Homestead Stock Index Fund (HSTIX) and SPDR Portfolio S&P 500 Growth ETF (SPYG).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999. SPYG is a passively managed fund by State Street that tracks the performance of the S&P 500 Growth Index. It was launched on Sep 25, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSTIX or SPYG.
Correlation
The correlation between HSTIX and SPYG is 0.89, 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. SPYG - Performance Comparison
Key characteristics
HSTIX:
1.68
SPYG:
1.64
HSTIX:
2.27
SPYG:
2.17
HSTIX:
1.31
SPYG:
1.30
HSTIX:
2.55
SPYG:
2.33
HSTIX:
10.37
SPYG:
8.95
HSTIX:
2.08%
SPYG:
3.32%
HSTIX:
12.90%
SPYG:
18.18%
HSTIX:
-55.58%
SPYG:
-67.79%
HSTIX:
-2.12%
SPYG:
-3.03%
Returns By Period
In the year-to-date period, HSTIX achieves a 2.35% return, which is significantly higher than SPYG's 1.92% return. Over the past 10 years, HSTIX has underperformed SPYG with an annualized return of 12.11%, while SPYG has yielded a comparatively higher 14.96% annualized return.
HSTIX
2.35%
-1.65%
6.96%
18.83%
13.86%
12.11%
SPYG
1.92%
-3.01%
10.64%
26.14%
16.96%
14.96%
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HSTIX vs. SPYG - Expense Ratio Comparison
HSTIX has a 0.50% expense ratio, which is higher than SPYG's 0.04% expense ratio.
Risk-Adjusted Performance
HSTIX vs. SPYG — Risk-Adjusted Performance Rank
HSTIX
SPYG
HSTIX vs. SPYG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Stock Index Fund (HSTIX) and SPDR Portfolio S&P 500 Growth ETF (SPYG). 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. SPYG - Dividend Comparison
HSTIX's dividend yield for the trailing twelve months is around 0.80%, more than SPYG's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTIX Homestead Stock Index Fund | 0.80% | 0.82% | 1.04% | 1.22% | 0.85% | 1.12% | 1.60% | 1.98% | 0.89% | 1.51% | 1.66% | 1.42% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.59% | 0.60% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% |
Drawdowns
HSTIX vs. SPYG - Drawdown Comparison
The maximum HSTIX drawdown since its inception was -55.58%, smaller than the maximum SPYG drawdown of -67.79%. Use the drawdown chart below to compare losses from any high point for HSTIX and SPYG. For additional features, visit the drawdowns tool.
Volatility
HSTIX vs. SPYG - Volatility Comparison
The current volatility for Homestead Stock Index Fund (HSTIX) is 3.43%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.73%. This indicates that HSTIX experiences smaller price fluctuations and is considered to be less risky than SPYG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.