USBOX vs. VOO
Compare and contrast key facts about Pear Tree Quality Fund (USBOX) and Vanguard S&P 500 ETF (VOO).
USBOX is managed by Pear Tree Funds. It was launched on May 6, 1985. 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: USBOX or VOO.
Correlation
The correlation between USBOX and VOO is 0.93, 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. VOO - Performance Comparison
Key characteristics
USBOX:
0.72
VOO:
2.04
USBOX:
0.95
VOO:
2.72
USBOX:
1.15
VOO:
1.38
USBOX:
0.58
VOO:
3.02
USBOX:
5.25
VOO:
13.60
USBOX:
1.94%
VOO:
1.88%
USBOX:
14.13%
VOO:
12.52%
USBOX:
-72.83%
VOO:
-33.99%
USBOX:
-11.28%
VOO:
-3.52%
Returns By Period
In the year-to-date period, USBOX achieves a 8.96% return, which is significantly lower than VOO's 24.65% return. Over the past 10 years, USBOX has underperformed VOO with an annualized return of 3.13%, while VOO has yielded a comparatively higher 13.02% annualized return.
USBOX
8.96%
-8.20%
-4.54%
9.54%
5.02%
3.13%
VOO
24.65%
-0.29%
7.63%
24.77%
14.57%
13.02%
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USBOX vs. VOO - Expense Ratio Comparison
USBOX has a 1.16% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
USBOX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pear Tree Quality Fund (USBOX) 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
USBOX vs. VOO - Dividend Comparison
USBOX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 1.26%.
| 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% |
VOO Vanguard S&P 500 ETF | 0.92% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
USBOX vs. VOO - Drawdown Comparison
The maximum USBOX drawdown since its inception was -72.83%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for USBOX and VOO. For additional features, visit the drawdowns tool.
Volatility
USBOX vs. VOO - Volatility Comparison
Pear Tree Quality Fund (USBOX) has a higher volatility of 8.82% compared to Vanguard S&P 500 ETF (VOO) at 3.58%. This indicates that USBOX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.