STFBX vs. VOO
Compare and contrast key facts about State Farm Balanced Fund (STFBX) and Vanguard S&P 500 ETF (VOO).
STFBX is managed by State Farm. It was launched on Mar 13, 1968. 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: STFBX or VOO.
Correlation
The correlation between STFBX and VOO is 0.93, 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
STFBX vs. VOO - Performance Comparison
Key characteristics
STFBX:
0.70
VOO:
1.98
STFBX:
0.85
VOO:
2.65
STFBX:
1.18
VOO:
1.36
STFBX:
0.76
VOO:
2.98
STFBX:
2.19
VOO:
12.44
STFBX:
3.71%
VOO:
2.02%
STFBX:
11.71%
VOO:
12.69%
STFBX:
-29.99%
VOO:
-33.99%
STFBX:
-7.39%
VOO:
0.00%
Returns By Period
In the year-to-date period, STFBX achieves a 2.65% return, which is significantly lower than VOO's 4.06% return. Over the past 10 years, STFBX has underperformed VOO with an annualized return of 5.33%, while VOO has yielded a comparatively higher 13.30% annualized return.
STFBX
2.65%
2.19%
-1.73%
6.73%
5.63%
5.33%
VOO
4.06%
2.87%
10.75%
23.12%
14.36%
13.30%
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STFBX vs. VOO - Expense Ratio Comparison
STFBX has a 0.14% 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
STFBX vs. VOO — Risk-Adjusted Performance Rank
STFBX
VOO
STFBX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Balanced Fund (STFBX) 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
STFBX vs. VOO - Dividend Comparison
STFBX's dividend yield for the trailing twelve months is around 2.43%, more than VOO's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFBX State Farm Balanced Fund | 2.43% | 2.49% | 2.39% | 1.90% | 1.93% | 2.00% | 2.41% | 2.69% | 2.41% | 2.58% | 2.87% | 2.57% |
VOO Vanguard S&P 500 ETF | 1.20% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
STFBX vs. VOO - Drawdown Comparison
The maximum STFBX drawdown since its inception was -29.99%, smaller than the maximum VOO drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for STFBX and VOO. For additional features, visit the drawdowns tool.
Volatility
STFBX vs. VOO - Volatility Comparison
The current volatility for State Farm Balanced Fund (STFBX) is 2.05%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.13%. This indicates that STFBX 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.