USXF vs. HSTIX
USXF (iShares ESG Advanced MSCI USA ETF) and HSTIX (Homestead Stock Index Fund) are both funds - USXF is a Large Cap Growth Equities fund tracking the MSCI USA Choice ESG Screened Index, while HSTIX is a Large Cap Blend Equities fund managed by Homestead. Over the past 5 years, USXF returned 15.57%/yr vs 13.84%/yr for HSTIX. Their correlation of 0.93 suggests significant overlap in exposure. USXF charges 0.10%/yr vs 0.50%/yr for HSTIX.
Performance
USXF vs. HSTIX - Performance Comparison
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Returns By Period
In the year-to-date period, USXF achieves a 21.17% return, which is significantly higher than HSTIX's 9.94% return.
USXF
- 1D
- 0.37%
- 1M
- 4.92%
- YTD
- 21.17%
- 6M
- 20.48%
- 1Y
- 36.70%
- 3Y*
- 26.99%
- 5Y*
- 15.57%
- 10Y*
- —
HSTIX
- 1D
- 1.09%
- 1M
- 0.43%
- YTD
- 9.94%
- 6M
- 9.43%
- 1Y
- 26.59%
- 3Y*
- 20.91%
- 5Y*
- 13.84%
- 10Y*
- 15.14%
USXF vs. HSTIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|---|
USXF iShares ESG Advanced MSCI USA ETF | 21.17% | 16.97% | 26.16% | 31.65% | -21.20% | 27.14% | 23.07% |
HSTIX Homestead Stock Index Fund | 9.94% | 17.36% | 24.40% | 27.24% | -18.53% | 28.07% | 21.36% |
Correlation
The correlation between USXF and HSTIX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.95 |
Correlation (All Time) Calculated using the full available price history since Jun 18, 2020 | 0.93 |
The correlation between USXF and HSTIX has been stable across timeframes, ranging from 0.91 to 0.95 - a consistent structural relationship.
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Return for Risk
USXF vs. HSTIX — Risk / Return Rank
USXF
HSTIX
USXF vs. HSTIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for iShares ESG Advanced MSCI USA ETF (USXF) and Homestead Stock Index Fund (HSTIX). 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.
| USXF | HSTIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | 0.00 | ||
| Sortino ratioReturn per unit of downside risk | -0.08 | ||
| Omega ratioGain probability vs. loss probability | 1.37 | 1.38 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 3.62 | 2.95 | +0.67 |
| Martin ratioReturn relative to average drawdown | 13.89 | 13.29 | +0.60 |
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Drawdowns
USXF vs. HSTIX - Drawdown Comparison
The maximum USXF drawdown since its inception was -29.54%, smaller than the maximum HSTIX drawdown of -55.64%. Use the drawdown chart below to compare losses from any high point for USXF and HSTIX.
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Drawdown Indicators
| USXF | HSTIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -29.54% | -55.64% | +26.10% |
Max Drawdown (1Y)Largest decline over 1 year | -10.19% | -8.97% | -1.22% |
Max Drawdown (3Y)Largest decline over 3 years | -20.93% | -18.79% | -2.14% |
Max Drawdown (5Y)Largest decline over 5 years | -29.54% | -24.78% | -4.76% |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.82% | — |
Current DrawdownCurrent decline from peak | -0.18% | -1.37% | +1.19% |
Average DrawdownAverage peak-to-trough decline | -6.39% | -11.56% | +5.17% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.65% | 1.99% | +0.66% |
Volatility
USXF vs. HSTIX - Volatility Comparison
iShares ESG Advanced MSCI USA ETF (USXF) has a higher volatility of 7.80% compared to Homestead Stock Index Fund (HSTIX) at 4.77%. This indicates that USXF's price experiences larger fluctuations and is considered to be riskier than HSTIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USXF | HSTIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.80% | 4.77% | +3.03% |
Volatility (6M)Calculated over the trailing 6-month period | 14.29% | 9.91% | +4.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.45% | 12.47% | +4.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.79% | 17.02% | +2.77% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.32% | 18.10% | +1.22% |
USXF vs. HSTIX - Expense Ratio Comparison
USXF has a 0.10% expense ratio, which is lower than HSTIX's 0.50% expense ratio.
Dividends
USXF vs. HSTIX - Dividend Comparison
USXF's dividend yield for the trailing twelve months is around 0.79%, less than HSTIX's 1.66% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HSTIX Homestead Stock Index Fund | 1.66% | 1.82% | 1.08% | 2.49% | 1.91% | 2.13% | 1.40% | 1.98% | 1.98% | 0.89% | 1.51% | 1.66% |
USXF iShares ESG Advanced MSCI USA ETF | 0.79% | 0.93% | 1.00% | 1.21% | 1.39% | 0.86% | 0.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Frequently Asked Questions
With a correlation of 0.91, USXF and HSTIX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
USXF has higher volatility (7.80%) compared to HSTIX (4.77%). In terms of maximum drawdown, USXF dropped -29.54% vs HSTIX's -55.64%.
HSTIX currently has the higher Sharpe Ratio (2.12 vs 2.12), 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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