XSVM vs. HSCSX

In the year-to-date period, XSVM achieves a -8.37% return, which is significantly higher than HSCSX's -10.09% return. Over the past 10 years, XSVM has outperformed HSCSX with an annualized return of 8.63%, while HSCSX has yielded a comparatively lower -4.99% annualized return.

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XSVM has a 0.39% expense ratio, which is lower than HSCSX's 1.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Invesco S&P SmallCap Value with Momentum ETF (XSVM) and Homestead Small Company Stock Fund (HSCSX). 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.

The current XSVM Sharpe Ratio is -0.36, which is comparable to the HSCSX Sharpe Ratio of -0.43. The chart below compares the historical Sharpe Ratios of XSVM and HSCSX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

XSVM's dividend yield for the trailing twelve months is around 2.22%, while HSCSX has not paid dividends to shareholders.

The maximum XSVM drawdown since its inception was -62.57%, roughly equal to the maximum HSCSX drawdown of -63.13%. Use the drawdown chart below to compare losses from any high point for XSVM and HSCSX. For additional features, visit the drawdowns tool.

The current volatility for Invesco S&P SmallCap Value with Momentum ETF (XSVM) is 6.14%, while Homestead Small Company Stock Fund (HSCSX) has a volatility of 7.16%. This indicates that XSVM experiences smaller price fluctuations and is considered to be less risky than HSCSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.