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 | 18.71% | 24.05% |
| 1Y Return | 26.08% | 31.41% |
| 3Y Return (Ann) | 9.38% | 7.18% |
| 5Y Return (Ann) | 14.64% | 16.56% |
| 10Y Return (Ann) | 12.38% | 14.72% |
| Sharpe Ratio | 2.12 | 1.88 |
| Daily Std Dev | 12.83% | 16.85% |
| Max Drawdown | -55.58% | -67.79% |
| Current Drawdown | -0.58% | -4.33% |
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 18.71% return, which is significantly lower than SPYG's 24.05% return. Over the past 10 years, HSTIX has underperformed SPYG with an annualized return of 12.38%, while SPYG has yielded a comparatively higher 14.72% 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 1.32%, more than SPYG's 0.76% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTIX Homestead Stock Index Fund | 1.32% | 1.39% | 1.91% | 2.13% | 1.40% | 1.99% | 1.98% | 0.89% | 1.51% | 1.66% | 1.41% | 1.33% |
SPYG SPDR Portfolio S&P 500 Growth ETF | 0.76% | 1.15% | 1.03% | 0.62% | 0.90% | 1.37% | 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 4.38%, while SPDR Portfolio S&P 500 Growth ETF (SPYG) has a volatility of 5.99%. 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.