SBFAX vs. WFSPX
Compare and contrast key facts about 1919 Financial Services Fund (SBFAX) and iShares S&P 500 Index Fund (WFSPX).
SBFAX is managed by BlackRock. It was launched on Nov 16, 1998. WFSPX is a passively managed fund by BlackRock that tracks the performance of the S&P 500 Index. It was launched on Jul 30, 1993.
Performance
SBFAX vs. WFSPX - Performance Comparison
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SBFAX vs. WFSPX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SBFAX 1919 Financial Services Fund | -6.51% | 4.29% | 24.86% | 1.50% | -13.99% | 30.74% | 0.14% | 29.11% | -14.94% | 14.65% |
WFSPX iShares S&P 500 Index Fund | -4.63% | 17.83% | 24.94% | 26.25% | -18.14% | 28.63% | 18.43% | 31.45% | -4.83% | 21.27% |
Returns By Period
In the year-to-date period, SBFAX achieves a -6.51% return, which is significantly lower than WFSPX's -4.63% return. Over the past 10 years, SBFAX has underperformed WFSPX with an annualized return of 8.60%, while WFSPX has yielded a comparatively higher 13.92% annualized return.
SBFAX
- 1D
- 1.64%
- 1M
- -3.96%
- YTD
- -6.51%
- 6M
- -5.56%
- 1Y
- -3.79%
- 3Y*
- 11.91%
- 5Y*
- 2.95%
- 10Y*
- 8.60%
WFSPX
- 1D
- 2.62%
- 1M
- -5.31%
- YTD
- -4.63%
- 6M
- -2.47%
- 1Y
- 16.96%
- 3Y*
- 18.15%
- 5Y*
- 11.69%
- 10Y*
- 13.92%
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SBFAX vs. WFSPX - Expense Ratio Comparison
SBFAX has a 1.36% expense ratio, which is higher than WFSPX's 0.03% expense ratio.
Return for Risk
SBFAX vs. WFSPX — Risk / Return Rank
SBFAX
WFSPX
SBFAX vs. WFSPX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for 1919 Financial Services Fund (SBFAX) and iShares S&P 500 Index Fund (WFSPX). 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.
| SBFAX | WFSPX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.22 | 0.96 | -1.18 |
Sortino ratioReturn per unit of downside risk | -0.18 | 1.47 | -1.65 |
Omega ratioGain probability vs. loss probability | 0.98 | 1.22 | -0.25 |
Calmar ratioReturn relative to maximum drawdown | -0.26 | 1.49 | -1.75 |
Martin ratioReturn relative to average drawdown | -0.68 | 7.15 | -7.84 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SBFAX | WFSPX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.22 | 0.96 | -1.18 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.70 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.38 | 0.78 | -0.40 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.40 | 0.13 | +0.27 |
Correlation
The correlation between SBFAX and WFSPX is 0.78, 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.
Dividends
SBFAX vs. WFSPX - Dividend Comparison
SBFAX's dividend yield for the trailing twelve months is around 15.52%, more than WFSPX's 1.54% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBFAX 1919 Financial Services Fund | 15.52% | 14.51% | 10.60% | 10.93% | 2.40% | 4.83% | 5.09% | 3.84% | 1.58% | 0.00% | 2.93% | 7.25% |
WFSPX iShares S&P 500 Index Fund | 1.54% | 1.72% | 1.41% | 1.50% | 2.02% | 1.82% | 1.66% | 1.99% | 2.00% | 1.62% | 2.37% | 2.49% |
Drawdowns
SBFAX vs. WFSPX - Drawdown Comparison
The maximum SBFAX drawdown since its inception was -49.33%, smaller than the maximum WFSPX drawdown of -58.21%. Use the drawdown chart below to compare losses from any high point for SBFAX and WFSPX.
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Drawdown Indicators
| SBFAX | WFSPX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.33% | -58.21% | +8.88% |
Max Drawdown (1Y)Largest decline over 1 year | -11.95% | -12.11% | +0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -33.94% | -24.51% | -9.43% |
Max Drawdown (10Y)Largest decline over 10 years | -43.58% | -33.74% | -9.84% |
Current DrawdownCurrent decline from peak | -9.34% | -6.51% | -2.83% |
Average DrawdownAverage peak-to-trough decline | -9.53% | -12.84% | +3.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.57% | 2.53% | +2.04% |
Volatility
SBFAX vs. WFSPX - Volatility Comparison
The current volatility for 1919 Financial Services Fund (SBFAX) is 4.12%, while iShares S&P 500 Index Fund (WFSPX) has a volatility of 5.17%. This indicates that SBFAX experiences smaller price fluctuations and is considered to be less risky than WFSPX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SBFAX | WFSPX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.12% | 5.17% | -1.05% |
Volatility (6M)Calculated over the trailing 6-month period | 11.04% | 9.44% | +1.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.20% | 18.21% | -0.01% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.43% | 16.88% | +2.55% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.85% | 18.00% | +4.85% |