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 0.77, 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:
1.43
SPY:
1.88
SEQUX:
1.97
SPY:
2.53
SEQUX:
1.26
SPY:
1.35
SEQUX:
0.49
SPY:
2.83
SEQUX:
6.03
SPY:
11.74
SEQUX:
3.09%
SPY:
2.02%
SEQUX:
13.00%
SPY:
12.64%
SEQUX:
-61.08%
SPY:
-55.19%
SEQUX:
-25.75%
SPY:
-0.42%
Returns By Period
In the year-to-date period, SEQUX achieves a 7.49% return, which is significantly higher than SPY's 4.15% return. Over the past 10 years, SEQUX has underperformed SPY with an annualized return of -2.18%, while SPY has yielded a comparatively higher 13.18% annualized return.
SEQUX
7.49%
3.84%
6.53%
19.30%
4.43%
-2.18%
SPY
4.15%
1.22%
10.44%
24.34%
14.62%
13.18%
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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 1.16% 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 | 1.16% | 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 2.51%, while SPDR S&P 500 ETF (SPY) has a volatility of 2.93%. 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.