STFGX vs. VTI
Compare and contrast key facts about State Farm Growth Fund (STFGX) and Vanguard Total Stock Market ETF (VTI).
STFGX is managed by State Farm. It was launched on Mar 14, 1968. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
STFGX vs. VTI - Performance Comparison
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STFGX vs. VTI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
STFGX State Farm Growth Fund | -2.35% | 19.19% | 20.85% | 17.49% | -11.27% | 25.90% | 15.65% | 28.02% | -5.35% | 16.60% |
VTI Vanguard Total Stock Market ETF | -4.01% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, STFGX achieves a -2.35% return, which is significantly higher than VTI's -4.01% return. Over the past 10 years, STFGX has underperformed VTI with an annualized return of 12.82%, while VTI has yielded a comparatively higher 13.60% annualized return.
STFGX
- 1D
- -0.37%
- 1M
- -7.52%
- YTD
- -2.35%
- 6M
- 1.35%
- 1Y
- 20.64%
- 3Y*
- 16.97%
- 5Y*
- 11.56%
- 10Y*
- 12.82%
VTI
- 1D
- 2.93%
- 1M
- -5.00%
- YTD
- -4.01%
- 6M
- -1.66%
- 1Y
- 18.11%
- 3Y*
- 17.84%
- 5Y*
- 10.46%
- 10Y*
- 13.60%
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STFGX vs. VTI - Expense Ratio Comparison
STFGX has a 0.12% expense ratio, which is higher than VTI'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%.
Return for Risk
STFGX vs. VTI — Risk / Return Rank
STFGX
VTI
STFGX vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for State Farm Growth Fund (STFGX) and Vanguard Total Stock Market ETF (VTI). 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.
| STFGX | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.26 | 0.96 | +0.30 |
Sortino ratioReturn per unit of downside risk | 1.85 | 1.48 | +0.37 |
Omega ratioGain probability vs. loss probability | 1.29 | 1.23 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.40 | 1.52 | -0.12 |
Martin ratioReturn relative to average drawdown | 7.01 | 7.26 | -0.25 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| STFGX | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.26 | 0.96 | +0.30 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.73 | 0.60 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.77 | 0.75 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.61 | 0.48 | +0.13 |
Correlation
The correlation between STFGX and VTI 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.
Dividends
STFGX vs. VTI - Dividend Comparison
STFGX's dividend yield for the trailing twelve months is around 6.57%, more than VTI's 1.17% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
STFGX State Farm Growth Fund | 6.57% | 6.42% | 8.96% | 6.39% | 0.96% | 15.49% | 2.81% | 3.33% | 4.11% | 3.40% | 3.39% | 13.76% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
STFGX vs. VTI - Drawdown Comparison
The maximum STFGX drawdown since its inception was -48.88%, smaller than the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for STFGX and VTI.
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Drawdown Indicators
| STFGX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -48.88% | -55.45% | +6.57% |
Max Drawdown (1Y)Largest decline over 1 year | -12.60% | -12.30% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -21.65% | -25.36% | +3.71% |
Max Drawdown (10Y)Largest decline over 10 years | -31.46% | -35.00% | +3.54% |
Current DrawdownCurrent decline from peak | -8.51% | -6.25% | -2.26% |
Average DrawdownAverage peak-to-trough decline | -7.85% | -8.08% | +0.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.62% | 2.58% | +0.04% |
Volatility
STFGX vs. VTI - Volatility Comparison
The current volatility for State Farm Growth Fund (STFGX) is 4.18%, while Vanguard Total Stock Market ETF (VTI) has a volatility of 5.45%. This indicates that STFGX experiences smaller price fluctuations and is considered to be less risky than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| STFGX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.18% | 5.45% | -1.27% |
Volatility (6M)Calculated over the trailing 6-month period | 8.58% | 9.73% | -1.15% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.32% | 19.01% | -1.69% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.90% | 17.42% | -1.52% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.73% | 18.29% | -1.56% |