STFAX vs. VOO
Compare and contrast key facts about State Street Equity 500 Index Fund (STFAX) and Vanguard S&P 500 ETF (VOO).
STFAX is managed by State Street Global Advisors. It was launched on Apr 18, 2001. 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: STFAX or VOO.
Correlation
The correlation between STFAX and VOO is 0.99, 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
STFAX vs. VOO - Performance Comparison
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Key characteristics
STFAX:
0.67
VOO:
0.72
STFAX:
1.13
VOO:
1.20
STFAX:
1.17
VOO:
1.18
STFAX:
0.75
VOO:
0.81
STFAX:
2.88
VOO:
3.09
STFAX:
4.89%
VOO:
4.88%
STFAX:
19.59%
VOO:
19.37%
STFAX:
-55.18%
VOO:
-33.99%
STFAX:
-3.45%
VOO:
-2.75%
Returns By Period
In the year-to-date period, STFAX achieves a 1.01% return, which is significantly lower than VOO's 1.73% return. Over the past 10 years, STFAX has underperformed VOO with an annualized return of 11.15%, while VOO has yielded a comparatively higher 12.86% annualized return.
STFAX
1.01%
12.08%
1.35%
12.82%
15.76%
11.15%
VOO
1.73%
12.89%
2.12%
13.74%
16.87%
12.86%
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STFAX vs. VOO - Expense Ratio Comparison
STFAX has a 0.17% 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
STFAX vs. VOO — Risk-Adjusted Performance Rank
STFAX
VOO
STFAX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Street Equity 500 Index Fund (STFAX) 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.
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Dividends
STFAX vs. VOO - Dividend Comparison
STFAX's dividend yield for the trailing twelve months is around 1.46%, more than VOO's 1.28% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFAX State Street Equity 500 Index Fund | 1.46% | 1.47% | 1.63% | 2.01% | 2.61% | 1.71% | 4.28% | 5.02% | 5.78% | 1.92% | 1.69% | 1.80% |
VOO Vanguard S&P 500 ETF | 1.28% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
STFAX vs. VOO - Drawdown Comparison
The maximum STFAX drawdown since its inception was -55.18%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for STFAX and VOO. For additional features, visit the drawdowns tool.
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Volatility
STFAX vs. VOO - Volatility Comparison
State Street Equity 500 Index Fund (STFAX) and Vanguard S&P 500 ETF (VOO) have volatilities of 5.49% and 5.49%, 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.
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