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:
-0.23
VOO:
0.32
USBOX:
-0.19
VOO:
0.57
USBOX:
0.97
VOO:
1.08
USBOX:
-0.20
VOO:
0.32
USBOX:
-0.64
VOO:
1.42
USBOX:
6.26%
VOO:
4.19%
USBOX:
17.36%
VOO:
18.73%
USBOX:
-72.83%
VOO:
-33.99%
USBOX:
-16.71%
VOO:
-13.85%
Returns By Period
In the year-to-date period, USBOX achieves a -6.10% return, which is significantly higher than VOO's -9.88% return. Over the past 10 years, USBOX has underperformed VOO with an annualized return of 2.34%, while VOO has yielded a comparatively higher 11.64% annualized return.
USBOX
-6.10%
-6.02%
-15.13%
-3.55%
5.40%
2.34%
VOO
-9.88%
-5.88%
-9.00%
6.61%
14.69%
11.64%
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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 Rank
USBOX
VOO
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's dividend yield for the trailing twelve months is around 0.18%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
USBOX Pear Tree Quality Fund | 0.18% | 0.17% | 0.35% | 0.48% | 0.22% | 0.50% | 0.83% | 0.72% | 0.92% | 1.18% | 1.00% | 1.90% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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
The current volatility for Pear Tree Quality Fund (USBOX) is 10.39%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. This indicates that USBOX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.