HTB vs. FHI
HTB (HomeTrust Bancshares, Inc) and FHI (Federated Hermes, Inc.) are both stocks. Both are in the Financial Services sector — HTB in Banks - Regional, FHI in Asset Management. Over the past year, HTB returned 35.87% vs 25.14% for FHI. Their 0.37 correlation means their historical movements had little consistent relationship.
Performance
HTB vs. FHI - Performance Comparison
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Returns By Period
In the year-to-date period, HTB achieves a 19.96% return, which is significantly higher than FHI's 16.72% return.
HTB
- 1D
- 0.06%
- 1M
- 3.56%
- 6M
- 19.46%
- YTD
- 19.96%
- 1Y
- 35.87%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 27.54%
FHI
- 1D
- 0.82%
- 1M
- 5.94%
- 6M
- 14.07%
- YTD
- 16.72%
- 1Y
- 25.14%
- 3Y*
- 26.51%
- 5Y*
- 17.44%
- 10Y*
- 11.73%
- ALL TIME*
- 9.63%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $31.00M | $34.54M | $38.81M | |
| $5.89M | $6.10M | $5.30M |
HTB vs. FHI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
HTB HomeTrust Bancshares, Inc | 19.96% | 17.70% |
FHI Federated Hermes, Inc. | 16.72% | 39.43% |
Correlation
The correlation between HTB and FHI is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (All Time) Calculated using the full available price history since Feb 28, 2025 | 0.37 |
Fundamentals
HTB:
$860.27M
FHI:
$4.55B
HTB:
$1.93
FHI:
$5.64
HTB:
26.48
FHI:
10.64
HTB:
1.95
FHI:
0.50
HTB:
5.50
FHI:
2.28
HTB:
1.41
FHI:
2.51
HTB:
$157.04M
FHI:
$1.94B
HTB:
$157.62M
FHI:
$678.48M
HTB:
$87.93M
FHI:
$572.05M
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Return for Risk
HTB vs. FHI — Risk / Return Rank
HTB
FHI
HTB vs. FHI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for HomeTrust Bancshares, Inc (HTB) and Federated Hermes, Inc. (FHI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| HTB | FHI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.45 | ||
| Sortino ratioReturn per unit of downside risk | +0.71 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.18 | +0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.47 | 1.94 | +1.53 |
| Martin ratioReturn relative to average drawdown | 7.79 | 5.74 | +2.05 |
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Drawdowns
HTB vs. FHI - Drawdown Comparison
The maximum HTB drawdown since its inception was -13.10%, smaller than the maximum FHI drawdown of -64.89%. Use the drawdown chart below to compare losses from any high point for HTB and FHI.
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Drawdown Indicators
| HTB | FHI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -13.10% | -64.89% | +51.79% |
Max Drawdown (1Y)Largest decline over 1 year | -9.67% | -12.57% | +2.90% |
Max Drawdown (3Y)Largest decline over 3 years | — | -16.57% | — |
Max Drawdown (5Y)Largest decline over 5 years | — | -29.61% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -64.89% | — |
Current DrawdownCurrent decline from peak | -0.64% | -0.94% | +0.30% |
Average DrawdownAverage peak-to-trough decline | -3.83% | -15.71% | +11.88% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.30% | 4.24% | +0.06% |
Volatility
HTB vs. FHI - Volatility Comparison
The current volatility for HomeTrust Bancshares, Inc (HTB) is 6.03%, while Federated Hermes, Inc. (FHI) has a volatility of 7.43%. This indicates that HTB experiences smaller price fluctuations and is considered to be less risky than FHI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HTB | FHI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.03% | 7.43% | -1.40% |
Volatility (6M)Calculated over the trailing 6-month period | 14.06% | 18.70% | -4.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.75% | 23.77% | -1.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.96% | 24.72% | -0.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.96% | 32.37% | -8.41% |
Dividends
HTB vs. FHI - Dividend Comparison
HTB's dividend yield for the trailing twelve months is around 1.04%, less than FHI's 2.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FHI Federated Hermes, Inc. | 2.33% | 2.55% | 5.38% | 3.38% | 2.97% | 2.87% | 7.20% | 3.31% | 3.99% | 2.77% | 7.07% | 3.49% |
HTB HomeTrust Bancshares, Inc | 1.04% | 0.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
HTB vs. FHI - Financials Comparison
This section allows you to compare key financial metrics between HomeTrust Bancshares, Inc and Federated Hermes, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
HTB vs. FHI - Profitability Comparison
HTB - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, HomeTrust Bancshares, Inc reported a gross profit of 0.00 and revenue of -61.50M. Therefore, the gross margin over that period was 0.0%.
FHI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Federated Hermes, Inc. reported a gross profit of -344.98M and revenue of 500.50M. Therefore, the gross margin over that period was -68.9%.
HTB - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, HomeTrust Bancshares, Inc reported an operating income of -1.89M and revenue of -61.50M, resulting in an operating margin of 3.1%.
FHI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Federated Hermes, Inc. reported an operating income of 132.47M and revenue of 500.50M, resulting in an operating margin of 26.5%.
HTB - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, HomeTrust Bancshares, Inc reported a net income of -16.77M and revenue of -61.50M, resulting in a net margin of 27.3%.
FHI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Federated Hermes, Inc. reported a net income of 106.81M and revenue of 500.50M, resulting in a net margin of 21.3%.
Frequently Asked Questions
HTB and FHI have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FHI has higher volatility (7.43%) compared to HTB (6.03%). In terms of maximum drawdown, HTB dropped -13.10% vs FHI's -64.89%.
HTB currently has the higher Sharpe Ratio (1.48 vs 1.03), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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