HSTRX vs. VOO
Compare and contrast key facts about Hussman Strategic Total Return Fund (HSTRX) and Vanguard S&P 500 ETF (VOO).
HSTRX is managed by Hussman Funds. It was launched on Sep 11, 2002. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: HSTRX or VOO.
Correlation
The correlation between HSTRX and VOO is 0.13, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
HSTRX vs. VOO - Performance Comparison
Key characteristics
HSTRX:
2.69
VOO:
0.57
HSTRX:
4.03
VOO:
0.92
HSTRX:
1.51
VOO:
1.13
HSTRX:
4.21
VOO:
0.58
HSTRX:
12.45
VOO:
2.42
HSTRX:
1.26%
VOO:
4.51%
HSTRX:
5.82%
VOO:
19.17%
HSTRX:
-14.31%
VOO:
-33.99%
HSTRX:
-0.13%
VOO:
-10.56%
Returns By Period
In the year-to-date period, HSTRX achieves a 9.30% return, which is significantly higher than VOO's -6.43% return. Over the past 10 years, HSTRX has underperformed VOO with an annualized return of 4.49%, while VOO has yielded a comparatively higher 12.02% annualized return.
HSTRX
9.30%
3.19%
6.74%
15.40%
3.77%
4.49%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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HSTRX vs. VOO - Expense Ratio Comparison
HSTRX has a 0.75% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
HSTRX vs. VOO — Risk-Adjusted Performance Rank
HSTRX
VOO
HSTRX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Hussman Strategic Total Return Fund (HSTRX) and Vanguard S&P 500 ETF (VOO). 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
HSTRX vs. VOO - Dividend Comparison
HSTRX's dividend yield for the trailing twelve months is around 3.06%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTRX Hussman Strategic Total Return Fund | 3.06% | 2.91% | 2.55% | 2.14% | 1.33% | 0.52% | 1.29% | 1.20% | 0.37% | 0.25% | 0.42% | 1.48% |
VOO Vanguard S&P 500 ETF | 1.39% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
HSTRX vs. VOO - Drawdown Comparison
The maximum HSTRX drawdown since its inception was -14.31%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for HSTRX and VOO. For additional features, visit the drawdowns tool.
Volatility
HSTRX vs. VOO - Volatility Comparison
The current volatility for Hussman Strategic Total Return Fund (HSTRX) is 2.83%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.97%. This indicates that HSTRX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.