USBOX vs. VGT
Compare and contrast key facts about Pear Tree Quality Fund (USBOX) and Vanguard Information Technology ETF (VGT).
USBOX is managed by Pear Tree Funds. It was launched on May 6, 1985. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: USBOX or VGT.
Correlation
The correlation between USBOX and VGT is 0.84, 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
USBOX vs. VGT - Performance Comparison
Key characteristics
USBOX:
0.85
VGT:
1.55
USBOX:
1.09
VGT:
2.05
USBOX:
1.18
VGT:
1.28
USBOX:
0.69
VGT:
2.18
USBOX:
5.49
VGT:
7.80
USBOX:
2.17%
VGT:
4.26%
USBOX:
14.04%
VGT:
21.45%
USBOX:
-72.83%
VGT:
-54.63%
USBOX:
-10.73%
VGT:
-2.41%
Returns By Period
In the year-to-date period, USBOX achieves a 9.64% return, which is significantly lower than VGT's 31.34% return. Over the past 10 years, USBOX has underperformed VGT with an annualized return of 3.11%, while VGT has yielded a comparatively higher 20.77% annualized return.
USBOX
9.64%
-8.15%
-4.27%
10.17%
5.10%
3.11%
VGT
31.34%
2.11%
9.77%
31.45%
22.00%
20.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
USBOX vs. VGT - Expense Ratio Comparison
USBOX has a 1.16% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
USBOX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Quality Fund (USBOX) and Vanguard Information Technology ETF (VGT). 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
USBOX vs. VGT - Dividend Comparison
USBOX has not paid dividends to shareholders, while VGT's dividend yield for the trailing twelve months is around 0.59%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USBOX Pear Tree Quality Fund | 0.00% | 0.35% | 0.48% | 0.22% | 0.50% | 0.83% | 0.72% | 0.92% | 1.18% | 1.00% | 1.90% | 1.04% |
VGT Vanguard Information Technology ETF | 0.59% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% | 1.05% |
Drawdowns
USBOX vs. VGT - Drawdown Comparison
The maximum USBOX drawdown since its inception was -72.83%, which is greater than VGT's maximum drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for USBOX and VGT. For additional features, visit the drawdowns tool.
Volatility
USBOX vs. VGT - Volatility Comparison
Pear Tree Quality Fund (USBOX) has a higher volatility of 8.86% compared to Vanguard Information Technology ETF (VGT) at 5.62%. This indicates that USBOX's price experiences larger fluctuations and is considered to be riskier than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.