ZSCCX vs. HDPSX
ZSCCX (Zacks Small-Cap Core Fund) and HDPSX (Hodges Small Cap Fund) are both Small Cap Blend Equities funds. Over the past 10 years, ZSCCX returned 12.63%/yr vs 15.16%/yr for HDPSX. Their correlation of 0.87 means they have usually moved in the same direction. ZSCCX charges 1.39%/yr vs 1.36%/yr for HDPSX.
Performance
ZSCCX vs. HDPSX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ZSCCX achieves a 23.02% return, which is significantly lower than HDPSX's 27.34% return. Over the past 10 years, ZSCCX has underperformed HDPSX with an annualized return of 12.63%, while HDPSX has yielded a comparatively higher 15.16% annualized return.
ZSCCX
- 1D
- 2.34%
- 1M
- -3.40%
- 6M
- 19.37%
- YTD
- 23.02%
- 1Y
- 39.41%
- 3Y*
- 21.53%
- 5Y*
- 14.20%
- 10Y*
- 12.63%
- ALL TIME*
- 12.47%
HDPSX
- 1D
- 2.15%
- 1M
- -1.76%
- 6M
- 19.74%
- YTD
- 27.34%
- 1Y
- 40.07%
- 3Y*
- 28.04%
- 5Y*
- 16.93%
- 10Y*
- 15.16%
- ALL TIME*
- 12.33%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
ZSCCX vs. HDPSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ZSCCX Zacks Small-Cap Core Fund | 23.02% | 10.25% | 27.77% | 17.94% | -11.84% | 32.60% | -1.42% | 21.20% | -12.29% | 14.04% |
HDPSX Hodges Small Cap Fund | 27.34% | 3.07% | 62.98% | 14.88% | -12.78% | 35.60% | 16.98% | 16.85% | -16.35% | 9.34% |
Correlation
The correlation between ZSCCX and HDPSX is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.76 |
Correlation (3Y) Balances recent behavior with more history. | 0.84 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.87 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.87 |
Correlation (All Time) Calculated using the full available price history since Jul 18, 2011 | 0.87 |
The correlation between ZSCCX and HDPSX shifts across timeframes, from 0.76 (1 year) to 0.87 (5 years), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ZSCCX vs. HDPSX — Risk / Return Rank
ZSCCX
HDPSX
ZSCCX vs. HDPSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Zacks Small-Cap Core Fund (ZSCCX) and Hodges Small Cap Fund (HDPSX). 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.
| ZSCCX | HDPSX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.17 | ||
| Sortino ratioReturn per unit of downside risk | +0.29 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.28 | +0.02 |
| Calmar ratioReturn relative to maximum drawdown | 3.72 | 3.30 | +0.42 |
| Martin ratioReturn relative to average drawdown | 10.71 | 9.41 | +1.30 |
Loading charts...
Drawdowns
ZSCCX vs. HDPSX - Drawdown Comparison
The maximum ZSCCX drawdown since its inception was -50.29%, smaller than the maximum HDPSX drawdown of -65.86%. Use the drawdown chart below to compare losses from any high point for ZSCCX and HDPSX.
Loading charts...
Drawdown Indicators
| ZSCCX | HDPSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.29% | -65.86% | +15.57% |
Max Drawdown (1Y)Largest decline over 1 year | -9.50% | -10.42% | +0.92% |
Max Drawdown (3Y)Largest decline over 3 years | -21.87% | -28.83% | +6.96% |
Max Drawdown (5Y)Largest decline over 5 years | -23.91% | -28.83% | +4.92% |
Max Drawdown (10Y)Largest decline over 10 years | -50.29% | -58.96% | +8.67% |
Current DrawdownCurrent decline from peak | -7.38% | -5.83% | -1.55% |
Average DrawdownAverage peak-to-trough decline | -7.06% | -10.78% | +3.72% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.30% | 3.68% | -0.38% |
Volatility
ZSCCX vs. HDPSX - Volatility Comparison
Zacks Small-Cap Core Fund (ZSCCX) has a higher volatility of 6.34% compared to Hodges Small Cap Fund (HDPSX) at 5.90%. This indicates that ZSCCX's price experiences larger fluctuations and is considered to be riskier than HDPSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ZSCCX | HDPSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.34% | 5.90% | +0.44% |
Volatility (6M)Calculated over the trailing 6-month period | 15.07% | 15.68% | -0.61% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.93% | 21.45% | -1.52% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.86% | 26.96% | -4.10% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.23% | 27.47% | -3.24% |
ZSCCX vs. HDPSX - Expense Ratio Comparison
ZSCCX has a 1.39% expense ratio, which is higher than HDPSX's 1.36% expense ratio.
Dividends
ZSCCX vs. HDPSX - Dividend Comparison
ZSCCX has not paid dividends to shareholders, while HDPSX's dividend yield for the trailing twelve months is around 6.00%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HDPSX Hodges Small Cap Fund | 6.00% | 7.64% | 44.97% | 5.01% | 6.46% | 19.53% | 0.00% | 8.25% | 4.66% | 14.53% | 0.32% | 0.35% |
ZSCCX Zacks Small-Cap Core Fund | 0.00% | 0.00% | 34.48% | 4.49% | 0.49% | 2.30% | 0.02% | 0.10% | 10.82% | 13.57% | 0.56% | 0.00% |
Frequently Asked Questions
ZSCCX and HDPSX have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ZSCCX has higher volatility (6.34%) compared to HDPSX (5.90%). In terms of maximum drawdown, ZSCCX dropped -50.29% vs HDPSX's -65.86%.
ZSCCX currently has the higher Sharpe Ratio (1.77 vs 1.61), 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.
Find the right allocation for ZSCCX and HDPSX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer