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:
0.70
IVV:
0.31
SEQUX:
0.99
IVV:
0.57
SEQUX:
1.14
IVV:
1.08
SEQUX:
0.30
IVV:
0.31
SEQUX:
3.11
IVV:
1.41
SEQUX:
3.57%
IVV:
4.19%
SEQUX:
15.88%
IVV:
18.93%
SEQUX:
-61.08%
IVV:
-55.25%
SEQUX:
-29.56%
IVV:
-13.89%
Returns By Period
In the year-to-date period, SEQUX achieves a 1.97% return, which is significantly higher than IVV's -9.91% return. Over the past 10 years, SEQUX has underperformed IVV with an annualized return of -2.78%, while IVV has yielded a comparatively higher 11.59% annualized return.
SEQUX
1.97%
-4.28%
-4.36%
10.94%
7.37%
-2.78%
IVV
-9.91%
-6.72%
-9.41%
7.70%
15.11%
11.59%
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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 0.35%, less than IVV's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEQUX Sequoia Fund | 0.35% | 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 | 1.46% | 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
The current volatility for Sequoia Fund (SEQUX) is 8.98%, while iShares Core S&P 500 ETF (IVV) has a volatility of 13.62%. This indicates that SEQUX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.