STFGX vs. VOO
Compare and contrast key facts about State Farm Growth Fund (STFGX) and Vanguard S&P 500 ETF (VOO).
STFGX is managed by State Farm. It was launched on Mar 14, 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: STFGX or VOO.
Correlation
The correlation between STFGX and VOO is 0.94, 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
STFGX vs. VOO - Performance Comparison
Key characteristics
STFGX:
0.79
VOO:
1.76
STFGX:
1.00
VOO:
2.37
STFGX:
1.18
VOO:
1.32
STFGX:
1.01
VOO:
2.66
STFGX:
2.77
VOO:
11.10
STFGX:
4.15%
VOO:
2.02%
STFGX:
14.63%
VOO:
12.79%
STFGX:
-48.34%
VOO:
-33.99%
STFGX:
-8.03%
VOO:
-2.11%
Returns By Period
In the year-to-date period, STFGX achieves a 2.67% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, STFGX has underperformed VOO with an annualized return of 6.93%, while VOO has yielded a comparatively higher 13.03% annualized return.
STFGX
2.67%
0.21%
-2.14%
9.35%
8.02%
6.93%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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STFGX vs. VOO - Expense Ratio Comparison
STFGX has a 0.12% 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
STFGX vs. VOO — Risk-Adjusted Performance Rank
STFGX
VOO
STFGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Growth Fund (STFGX) 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
STFGX vs. VOO - Dividend Comparison
STFGX's dividend yield for the trailing twelve months is around 1.57%, more than VOO's 1.22% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFGX State Farm Growth Fund | 1.57% | 1.61% | 1.74% | 1.79% | 1.87% | 1.97% | 2.39% | 2.70% | 2.30% | 2.46% | 2.77% | 2.14% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
STFGX vs. VOO - Drawdown Comparison
The maximum STFGX drawdown since its inception was -48.34%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for STFGX and VOO. For additional features, visit the drawdowns tool.
Volatility
STFGX vs. VOO - Volatility Comparison
The current volatility for State Farm Growth Fund (STFGX) is 2.83%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that STFGX 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.