USXF vs. HSTIX
Compare and contrast key facts about iShares ESG Advanced MSCI USA ETF (USXF) and Homestead Stock Index Fund (HSTIX).
USXF is a passively managed fund by iShares that tracks the performance of the MSCI USA Choice ESG Screened Index. It was launched on Jun 16, 2020. HSTIX is managed by Homestead. It was launched on Oct 28, 1999.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USXF or HSTIX.
Key characteristics
| USXF | HSTIX | |
|---|---|---|
| YTD Return | 32.19% | 26.52% |
| 1Y Return | 49.04% | 38.63% |
| 3Y Return (Ann) | 11.17% | 8.96% |
| Sharpe Ratio | 2.90 | 3.03 |
| Sortino Ratio | 3.83 | 4.05 |
| Omega Ratio | 1.51 | 1.57 |
| Calmar Ratio | 4.69 | 4.44 |
| Martin Ratio | 18.29 | 19.98 |
| Ulcer Index | 2.61% | 1.88% |
| Daily Std Dev | 16.46% | 12.41% |
| Max Drawdown | -29.54% | -55.58% |
| Current Drawdown | 0.00% | 0.00% |
Correlation
The correlation between USXF and HSTIX is 0.93, 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.
Performance
USXF vs. HSTIX - Performance Comparison
In the year-to-date period, USXF achieves a 32.19% return, which is significantly higher than HSTIX's 26.52% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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USXF vs. HSTIX - Expense Ratio Comparison
USXF has a 0.10% expense ratio, which is lower than HSTIX's 0.50% expense ratio.
Risk-Adjusted Performance
USXF vs. HSTIX - Risk-Adjusted Performance 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.
Dividends
USXF vs. HSTIX - Dividend Comparison
USXF's dividend yield for the trailing twelve months is around 0.96%, more than HSTIX's 0.89% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USXF iShares ESG Advanced MSCI USA ETF | 0.96% | 1.21% | 1.39% | 0.85% | 0.58% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
HSTIX Homestead Stock Index Fund | 0.89% | 1.04% | 1.22% | 0.85% | 1.12% | 1.60% | 1.98% | 0.89% | 1.51% | 1.66% | 1.42% | 1.33% |
Drawdowns
USXF vs. HSTIX - Drawdown Comparison
The maximum USXF drawdown since its inception was -29.54%, smaller than the maximum HSTIX drawdown of -55.58%. Use the drawdown chart below to compare losses from any high point for USXF and HSTIX. For additional features, visit the drawdowns tool.
Volatility
USXF vs. HSTIX - Volatility Comparison
iShares ESG Advanced MSCI USA ETF (USXF) has a higher volatility of 4.65% compared to Homestead Stock Index Fund (HSTIX) at 3.91%. 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.