SBQIX vs. VOO
Compare and contrast key facts about AmericaFirst Large Cap Share Buyback Fund (SBQIX) and Vanguard S&P 500 ETF (VOO).
SBQIX is managed by AmericaFirst Funds. It was launched on Jan 31, 2017. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SBQIX or VOO.
Correlation
The correlation between SBQIX and VOO is 0.87, 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
SBQIX vs. VOO - Performance Comparison
Key characteristics
SBQIX:
0.90
VOO:
1.98
SBQIX:
1.34
VOO:
2.65
SBQIX:
1.18
VOO:
1.36
SBQIX:
0.69
VOO:
2.98
SBQIX:
3.90
VOO:
12.44
SBQIX:
3.62%
VOO:
2.02%
SBQIX:
15.61%
VOO:
12.69%
SBQIX:
-39.60%
VOO:
-33.99%
SBQIX:
-9.62%
VOO:
0.00%
Returns By Period
In the year-to-date period, SBQIX achieves a 3.30% return, which is significantly lower than VOO's 4.06% return.
SBQIX
3.30%
-0.76%
4.81%
11.99%
2.73%
N/A
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SBQIX vs. VOO - Expense Ratio Comparison
SBQIX has a 3.83% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SBQIX vs. VOO — Risk-Adjusted Performance Rank
SBQIX
VOO
SBQIX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AmericaFirst Large Cap Share Buyback Fund (SBQIX) and Vanguard S&P 500 ETF (VOO). 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
SBQIX vs. VOO - Dividend Comparison
SBQIX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.20%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SBQIX AmericaFirst Large Cap Share Buyback Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SBQIX vs. VOO - Drawdown Comparison
The maximum SBQIX drawdown since its inception was -39.60%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SBQIX and VOO. For additional features, visit the drawdowns tool.
Volatility
SBQIX vs. VOO - Volatility Comparison
AmericaFirst Large Cap Share Buyback Fund (SBQIX) has a higher volatility of 4.40% compared to Vanguard S&P 500 ETF (VOO) at 3.13%. This indicates that SBQIX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.