SFBDX vs. VOO
Compare and contrast key facts about State Farm Municipal Bond Fund (SFBDX) and Vanguard S&P 500 ETF (VOO).
SFBDX is managed by State Farm. It was launched on Oct 31, 1977. 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: SFBDX or VOO.
Correlation
The correlation between SFBDX and VOO is -0.09. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.
Performance
SFBDX vs. VOO - Performance Comparison
Key characteristics
SFBDX:
0.77
VOO:
1.92
SFBDX:
1.08
VOO:
2.58
SFBDX:
1.16
VOO:
1.35
SFBDX:
0.47
VOO:
2.88
SFBDX:
2.17
VOO:
12.03
SFBDX:
1.01%
VOO:
2.02%
SFBDX:
2.84%
VOO:
12.69%
SFBDX:
-11.43%
VOO:
-33.99%
SFBDX:
-0.68%
VOO:
0.00%
Returns By Period
In the year-to-date period, SFBDX achieves a 0.64% return, which is significantly lower than VOO's 4.36% return. Over the past 10 years, SFBDX has underperformed VOO with an annualized return of 1.98%, while VOO has yielded a comparatively higher 13.28% annualized return.
SFBDX
0.64%
1.02%
0.74%
2.19%
0.85%
1.98%
VOO
4.36%
2.34%
10.20%
24.11%
14.50%
13.28%
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SFBDX vs. VOO - Expense Ratio Comparison
SFBDX has a 0.16% expense ratio, which is higher than VOO's 0.03% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SFBDX vs. VOO — Risk-Adjusted Performance Rank
SFBDX
VOO
SFBDX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Municipal Bond Fund (SFBDX) 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
SFBDX vs. VOO - Dividend Comparison
SFBDX's dividend yield for the trailing twelve months is around 3.14%, more than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SFBDX State Farm Municipal Bond Fund | 3.14% | 3.14% | 2.97% | 2.67% | 2.35% | 2.48% | 2.97% | 2.95% | 2.99% | 3.06% | 2.88% | 3.46% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SFBDX vs. VOO - Drawdown Comparison
The maximum SFBDX drawdown since its inception was -11.43%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SFBDX and VOO. For additional features, visit the drawdowns tool.
Volatility
SFBDX vs. VOO - Volatility Comparison
The current volatility for State Farm Municipal Bond Fund (SFBDX) is 0.78%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.01%. This indicates that SFBDX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.