SEQUX vs. IVV
Compare and contrast key facts about Sequoia Fund (SEQUX) and iShares Core S&P 500 ETF (IVV).
SEQUX is managed by Sequoia. It was launched on Jul 15, 1970. IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEQUX or IVV.
Correlation
The correlation between SEQUX and IVV is 0.81, 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
SEQUX vs. IVV - Performance Comparison
Key characteristics
SEQUX:
1.48
IVV:
1.88
SEQUX:
2.03
IVV:
2.53
SEQUX:
1.27
IVV:
1.34
SEQUX:
0.51
IVV:
2.83
SEQUX:
6.21
IVV:
11.73
SEQUX:
3.09%
IVV:
2.03%
SEQUX:
13.00%
IVV:
12.65%
SEQUX:
-61.08%
IVV:
-55.25%
SEQUX:
-25.47%
IVV:
0.00%
Returns By Period
In the year-to-date period, SEQUX achieves a 7.89% return, which is significantly higher than IVV's 4.62% return. Over the past 10 years, SEQUX has underperformed IVV with an annualized return of -1.84%, while IVV has yielded a comparatively higher 13.29% annualized return.
SEQUX
7.89%
6.27%
6.54%
19.54%
4.52%
-1.84%
IVV
4.62%
2.60%
10.01%
25.06%
14.79%
13.29%
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SEQUX vs. IVV - Expense Ratio Comparison
SEQUX has a 1.00% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
SEQUX vs. IVV — Risk-Adjusted Performance Rank
SEQUX
IVV
SEQUX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sequoia Fund (SEQUX) and iShares Core S&P 500 ETF (IVV). 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
SEQUX vs. IVV - Dividend Comparison
SEQUX's dividend yield for the trailing twelve months is around 0.33%, less than IVV's 1.24% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEQUX Sequoia Fund | 0.33% | 0.36% | 0.00% | 0.02% | 2.66% | 0.00% | 0.74% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IVV iShares Core S&P 500 ETF | 1.24% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
SEQUX vs. IVV - Drawdown Comparison
The maximum SEQUX drawdown since its inception was -61.08%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for SEQUX and IVV. For additional features, visit the drawdowns tool.
Volatility
SEQUX vs. IVV - Volatility Comparison
Sequoia Fund (SEQUX) and iShares Core S&P 500 ETF (IVV) have volatilities of 2.99% and 2.99%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.