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:
0.06
VOO:
0.57
STFGX:
0.21
VOO:
0.92
STFGX:
1.03
VOO:
1.13
STFGX:
0.05
VOO:
0.58
STFGX:
0.15
VOO:
2.42
STFGX:
7.37%
VOO:
4.51%
STFGX:
20.09%
VOO:
19.17%
STFGX:
-48.34%
VOO:
-33.99%
STFGX:
-16.00%
VOO:
-10.56%
Returns By Period
The year-to-date returns for both stocks are quite close, with STFGX having a -6.24% return and VOO slightly lower at -6.43%. Over the past 10 years, STFGX has underperformed VOO with an annualized return of 6.02%, while VOO has yielded a comparatively higher 12.02% annualized return.
STFGX
-6.24%
-4.64%
-12.51%
0.29%
8.92%
6.02%
VOO
-6.43%
-4.99%
-5.02%
9.61%
15.88%
12.02%
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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 9.56%, more than VOO's 1.39% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFGX State Farm Growth Fund | 9.56% | 8.96% | 1.73% | 1.79% | 15.49% | 2.81% | 3.33% | 4.11% | 3.40% | 3.39% | 13.76% | 2.14% |
VOO Vanguard S&P 500 ETF | 1.39% | 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
State Farm Growth Fund (STFGX) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.57% and 13.97%, 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.