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.
Key characteristics
| HSTIX | SPYG | |
|---|---|---|
| YTD Return | 26.32% | 35.08% |
| 1Y Return | 33.79% | 41.65% |
| 3Y Return (Ann) | 8.92% | 8.13% |
| 5Y Return (Ann) | 14.50% | 17.93% |
| 10Y Return (Ann) | 12.48% | 15.25% |
| Sharpe Ratio | 2.96 | 2.59 |
| Sortino Ratio | 3.96 | 3.32 |
| Omega Ratio | 1.56 | 1.47 |
| Calmar Ratio | 4.31 | 3.21 |
| Martin Ratio | 19.36 | 13.70 |
| Ulcer Index | 1.88% | 3.20% |
| Daily Std Dev | 12.30% | 16.94% |
| Max Drawdown | -55.58% | -67.79% |
| Current Drawdown | -0.25% | -0.13% |
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
In the year-to-date period, HSTIX achieves a 26.32% return, which is significantly lower than SPYG's 35.08% return. Over the past 10 years, HSTIX has underperformed SPYG with an annualized return of 12.48%, while SPYG has yielded a comparatively higher 15.25% 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. 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 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 0.89%, more than SPYG's 0.65% 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% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.65% | 1.15% | 1.03% | 0.62% | 0.90% | 1.36% | 1.51% | 1.41% | 1.55% | 1.57% | 1.37% | 1.42% |
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 3.75%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 4.98%. 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.