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
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Key characteristics
HSTRX:
1.66
VOO:
0.67
HSTRX:
2.50
VOO:
1.19
HSTRX:
1.33
VOO:
1.17
HSTRX:
3.20
VOO:
0.80
HSTRX:
8.81
VOO:
3.05
HSTRX:
1.31%
VOO:
4.88%
HSTRX:
6.53%
VOO:
19.40%
HSTRX:
-14.31%
VOO:
-33.99%
HSTRX:
-2.44%
VOO:
-3.38%
Returns By Period
In the year-to-date period, HSTRX achieves a 6.84% return, which is significantly higher than VOO's 1.08% return. Over the past 10 years, HSTRX has underperformed VOO with an annualized return of 4.24%, while VOO has yielded a comparatively higher 12.77% annualized return.
HSTRX
6.84%
-1.87%
7.25%
10.74%
3.01%
4.24%
VOO
1.08%
9.85%
0.15%
12.97%
17.43%
12.77%
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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.
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Dividends
HSTRX vs. VOO - Dividend Comparison
HSTRX's dividend yield for the trailing twelve months is around 3.13%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTRX Hussman Strategic Total Return Fund | 3.13% | 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 | 1.28% | 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.
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Volatility
HSTRX vs. VOO - Volatility Comparison
The current volatility for Hussman Strategic Total Return Fund (HSTRX) is 3.33%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.16%. 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.
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