SEQUX vs. SPY
Compare and contrast key facts about Sequoia Fund (SEQUX) and SPDR S&P 500 ETF (SPY).
SEQUX is managed by Sequoia. It was launched on Jul 15, 1970. SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEQUX or SPY.
Correlation
The correlation between SEQUX and SPY 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.
Performance
SEQUX vs. SPY - Performance Comparison
Key characteristics
SEQUX:
0.89
SPY:
0.50
SEQUX:
1.28
SPY:
0.88
SEQUX:
1.19
SPY:
1.13
SEQUX:
0.44
SPY:
0.56
SEQUX:
4.09
SPY:
2.17
SEQUX:
3.67%
SPY:
4.85%
SEQUX:
16.16%
SPY:
20.02%
SEQUX:
-61.08%
SPY:
-55.19%
SEQUX:
-24.57%
SPY:
-7.65%
Returns By Period
In the year-to-date period, SEQUX achieves a 9.20% return, which is significantly higher than SPY's -3.42% return. Over the past 10 years, SEQUX has underperformed SPY with an annualized return of -2.31%, while SPY has yielded a comparatively higher 12.35% annualized return.
SEQUX
9.20%
8.98%
1.30%
14.23%
6.90%
-2.31%
SPY
-3.42%
2.87%
-5.06%
9.87%
15.76%
12.35%
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SEQUX vs. SPY - Expense Ratio Comparison
SEQUX has a 1.00% expense ratio, which is higher than SPY's 0.09% expense ratio.
Risk-Adjusted Performance
SEQUX vs. SPY — Risk-Adjusted Performance Rank
SEQUX
SPY
SEQUX vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sequoia Fund (SEQUX) and SPDR S&P 500 ETF (SPY). 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. SPY - Dividend Comparison
SEQUX's dividend yield for the trailing twelve months is around 0.33%, less than SPY's 1.27% 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% |
SPY SPDR S&P 500 ETF | 1.27% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
SEQUX vs. SPY - Drawdown Comparison
The maximum SEQUX drawdown since its inception was -61.08%, which is greater than SPY's maximum drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for SEQUX and SPY. For additional features, visit the drawdowns tool.
Volatility
SEQUX vs. SPY - Volatility Comparison
The current volatility for Sequoia Fund (SEQUX) is 4.61%, while SPDR S&P 500 ETF (SPY) has a volatility of 7.48%. This indicates that SEQUX experiences smaller price fluctuations and is considered to be less risky than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.