USBOX vs. VIG
Compare and contrast key facts about Pear Tree Quality Fund (USBOX) and Vanguard Dividend Appreciation ETF (VIG).
USBOX is managed by Pear Tree Funds. It was launched on May 6, 1985. VIG is a passively managed fund by Vanguard that tracks the performance of the NASDAQ US Dividend Achievers Select Index. It was launched on Dec 19, 2013.
Performance
USBOX vs. VIG - Performance Comparison
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USBOX vs. VIG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
USBOX Pear Tree Quality Fund | -9.51% | 15.77% | 17.99% | 29.20% | -16.25% | 16.50% | 18.06% | 31.18% | -1.97% | 28.49% |
VIG Vanguard Dividend Appreciation ETF | -1.77% | 14.17% | 16.99% | 14.51% | -9.80% | 23.76% | 15.43% | 29.62% | -2.08% | 22.22% |
Returns By Period
In the year-to-date period, USBOX achieves a -9.51% return, which is significantly lower than VIG's -1.77% return. Both investments have delivered pretty close results over the past 10 years, with USBOX having a 12.17% annualized return and VIG not far ahead at 12.25%.
USBOX
- 1D
- -0.05%
- 1M
- -10.18%
- YTD
- -9.51%
- 6M
- -5.85%
- 1Y
- 5.61%
- 3Y*
- 13.58%
- 5Y*
- 7.72%
- 10Y*
- 12.17%
VIG
- 1D
- 2.07%
- 1M
- -5.18%
- YTD
- -1.77%
- 6M
- 0.45%
- 1Y
- 12.67%
- 3Y*
- 13.80%
- 5Y*
- 9.76%
- 10Y*
- 12.25%
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USBOX vs. VIG - Expense Ratio Comparison
USBOX has a 1.16% expense ratio, which is higher than VIG's 0.04% expense ratio.
Return for Risk
USBOX vs. VIG — Risk / Return Rank
USBOX
VIG
USBOX vs. VIG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Quality Fund (USBOX) and Vanguard Dividend Appreciation ETF (VIG). 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.
| USBOX | VIG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.39 | 0.83 | -0.45 |
Sortino ratioReturn per unit of downside risk | 0.67 | 1.28 | -0.62 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.18 | -0.10 |
Calmar ratioReturn relative to maximum drawdown | 0.28 | 1.28 | -1.01 |
Martin ratioReturn relative to average drawdown | 1.08 | 5.73 | -4.65 |
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
| USBOX | VIG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.39 | 0.83 | -0.45 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.49 | 0.69 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | 0.77 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.57 | -0.13 |
Correlation
The correlation between USBOX and VIG is 0.90, 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
USBOX vs. VIG - Dividend Comparison
USBOX's dividend yield for the trailing twelve months is around 32.24%, more than VIG's 1.61% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USBOX Pear Tree Quality Fund | 32.24% | 29.17% | 8.71% | 4.37% | 14.55% | 0.88% | 7.47% | 19.65% | 15.43% | 6.92% | 6.19% | 12.85% |
VIG Vanguard Dividend Appreciation ETF | 1.61% | 1.62% | 1.73% | 1.88% | 1.96% | 1.55% | 1.63% | 1.71% | 2.08% | 1.88% | 2.14% | 2.34% |
Drawdowns
USBOX vs. VIG - Drawdown Comparison
The maximum USBOX drawdown since its inception was -65.67%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for USBOX and VIG.
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Drawdown Indicators
| USBOX | VIG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.67% | -46.81% | -18.86% |
Max Drawdown (1Y)Largest decline over 1 year | -12.76% | -10.83% | -1.93% |
Max Drawdown (5Y)Largest decline over 5 years | -30.42% | -20.39% | -10.03% |
Max Drawdown (10Y)Largest decline over 10 years | -30.42% | -31.72% | +1.30% |
Current DrawdownCurrent decline from peak | -12.76% | -6.00% | -6.76% |
Average DrawdownAverage peak-to-trough decline | -17.17% | -5.55% | -11.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.26% | 2.42% | +0.84% |
Volatility
USBOX vs. VIG - Volatility Comparison
Pear Tree Quality Fund (USBOX) has a higher volatility of 4.65% compared to Vanguard Dividend Appreciation ETF (VIG) at 4.07%. This indicates that USBOX's price experiences larger fluctuations and is considered to be riskier than VIG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| USBOX | VIG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.65% | 4.07% | +0.58% |
Volatility (6M)Calculated over the trailing 6-month period | 9.46% | 7.84% | +1.62% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.07% | 15.31% | +0.76% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.02% | 14.26% | +1.76% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.09% | 16.05% | +1.04% |