HSTIX vs. USXF
Compare and contrast key facts about Homestead Stock Index Fund (HSTIX) and iShares ESG Advanced MSCI USA ETF (USXF).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999. USXF is a passively managed fund by iShares that tracks the performance of the MSCI USA Choice ESG Screened Index. It was launched on Jun 16, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSTIX or USXF.
Key characteristics
| HSTIX | USXF | |
|---|---|---|
| YTD Return | 26.32% | 31.49% |
| 1Y Return | 33.79% | 42.42% |
| 3Y Return (Ann) | 8.92% | 10.94% |
| Sharpe Ratio | 2.96 | 2.80 |
| Sortino Ratio | 3.96 | 3.70 |
| Omega Ratio | 1.56 | 1.50 |
| Calmar Ratio | 4.31 | 4.49 |
| Martin Ratio | 19.36 | 17.50 |
| Ulcer Index | 1.88% | 2.61% |
| Daily Std Dev | 12.30% | 16.35% |
| Max Drawdown | -55.58% | -29.54% |
| Current Drawdown | -0.25% | -0.54% |
Correlation
The correlation between HSTIX and USXF is 0.93, 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. USXF - Performance Comparison
In the year-to-date period, HSTIX achieves a 26.32% return, which is significantly lower than USXF's 31.49% 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. USXF - Expense Ratio Comparison
HSTIX has a 0.50% expense ratio, which is higher than USXF's 0.10% expense ratio.
Risk-Adjusted Performance
HSTIX vs. USXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Stock Index Fund (HSTIX) and iShares ESG Advanced MSCI USA ETF (USXF). 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. USXF - Dividend Comparison
HSTIX's dividend yield for the trailing twelve months is around 0.89%, less than USXF's 0.96% 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% |
USXF iShares ESG Advanced MSCI USA ETF | 0.96% | 1.21% | 1.39% | 0.85% | 0.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
HSTIX vs. USXF - Drawdown Comparison
The maximum HSTIX drawdown since its inception was -55.58%, which is greater than USXF's maximum drawdown of -29.54%. Use the drawdown chart below to compare losses from any high point for HSTIX and USXF. For additional features, visit the drawdowns tool.
Volatility
HSTIX vs. USXF - Volatility Comparison
The current volatility for Homestead Stock Index Fund (HSTIX) is 3.75%, while iShares ESG Advanced MSCI USA ETF (USXF) has a volatility of 4.20%. This indicates that HSTIX experiences smaller price fluctuations and is considered to be less risky than USXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.