HSTIX vs. XLG
Compare and contrast key facts about Homestead Stock Index Fund (HSTIX) and Invesco S&P 500 Top 50 ETF (XLG).
HSTIX is managed by Homestead. It was launched on Oct 28, 1999. XLG is a passively managed fund by Invesco that tracks the performance of the S&P 500 Top 50 Index. It was launched on May 4, 2005.
Performance
HSTIX vs. XLG - Performance Comparison
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HSTIX vs. XLG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HSTIX Homestead Stock Index Fund | -7.17% | 17.36% | 24.40% | 27.24% | -18.53% | 28.07% | 17.81% | 30.77% | -4.98% | 21.17% |
XLG Invesco S&P 500 Top 50 ETF | -7.82% | 19.51% | 33.49% | 38.16% | -24.29% | 30.77% | 24.15% | 32.04% | -3.59% | 23.04% |
Returns By Period
In the year-to-date period, HSTIX achieves a -7.17% return, which is significantly higher than XLG's -7.82% return. Over the past 10 years, HSTIX has underperformed XLG with an annualized return of 13.31%, while XLG has yielded a comparatively higher 15.64% annualized return.
HSTIX
- 1D
- -0.39%
- 1M
- -7.71%
- YTD
- -7.17%
- 6M
- -4.84%
- 1Y
- 13.93%
- 3Y*
- 17.11%
- 5Y*
- 11.15%
- 10Y*
- 13.31%
XLG
- 1D
- 3.26%
- 1M
- -4.33%
- YTD
- -7.82%
- 6M
- -4.84%
- 1Y
- 19.36%
- 3Y*
- 21.64%
- 5Y*
- 13.80%
- 10Y*
- 15.64%
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HSTIX vs. XLG - Expense Ratio Comparison
HSTIX has a 0.50% expense ratio, which is higher than XLG's 0.20% expense ratio.
Return for Risk
HSTIX vs. XLG — Risk / Return Rank
HSTIX
XLG
HSTIX vs. XLG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Homestead Stock Index Fund (HSTIX) and Invesco S&P 500 Top 50 ETF (XLG). 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.
| HSTIX | XLG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.97 | -0.16 |
Sortino ratioReturn per unit of downside risk | 1.26 | 1.52 | -0.26 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.22 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 1.01 | 1.60 | -0.58 |
Martin ratioReturn relative to average drawdown | 4.91 | 5.67 | -0.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| HSTIX | XLG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.97 | -0.16 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.66 | 0.74 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.74 | 0.83 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.36 | 0.58 | -0.22 |
Correlation
The correlation between HSTIX and XLG is 0.95, 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.
Dividends
HSTIX vs. XLG - Dividend Comparison
HSTIX's dividend yield for the trailing twelve months is around 1.96%, more than XLG's 0.70% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTIX Homestead Stock Index Fund | 1.96% | 1.82% | 1.08% | 2.49% | 1.91% | 2.13% | 1.40% | 1.98% | 1.98% | 0.89% | 1.51% | 1.66% |
XLG Invesco S&P 500 Top 50 ETF | 0.70% | 0.64% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% |
Drawdowns
HSTIX vs. XLG - Drawdown Comparison
The maximum HSTIX drawdown since its inception was -55.64%, which is greater than XLG's maximum drawdown of -52.39%. Use the drawdown chart below to compare losses from any high point for HSTIX and XLG.
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Drawdown Indicators
| HSTIX | XLG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.64% | -52.39% | -3.25% |
Max Drawdown (1Y)Largest decline over 1 year | -12.13% | -12.41% | +0.28% |
Max Drawdown (5Y)Largest decline over 5 years | -24.78% | -28.02% | +3.24% |
Max Drawdown (10Y)Largest decline over 10 years | -33.82% | -30.46% | -3.36% |
Current DrawdownCurrent decline from peak | -8.97% | -9.56% | +0.59% |
Average DrawdownAverage peak-to-trough decline | -11.65% | -7.69% | -3.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.51% | 3.49% | -0.98% |
Volatility
HSTIX vs. XLG - Volatility Comparison
The current volatility for Homestead Stock Index Fund (HSTIX) is 4.23%, while Invesco S&P 500 Top 50 ETF (XLG) has a volatility of 5.76%. This indicates that HSTIX experiences smaller price fluctuations and is considered to be less risky than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HSTIX | XLG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.23% | 5.76% | -1.53% |
Volatility (6M)Calculated over the trailing 6-month period | 9.07% | 10.64% | -1.57% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.08% | 19.97% | -1.89% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.89% | 18.69% | -1.80% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.02% | 18.81% | -0.79% |