USBOX vs. VOO

In the year-to-date period, USBOX achieves a -0.62% return, which is significantly higher than VOO's -3.41% return. Over the past 10 years, USBOX has outperformed VOO with an annualized return of 13.16%, while VOO has yielded a comparatively lower 12.42% annualized return.

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USBOX has a 1.16% expense ratio, which is higher than VOO's 0.03% expense ratio.

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.

The current USBOX Sharpe Ratio is 0.40, which is comparable to the VOO Sharpe Ratio of 0.52. The chart below compares the historical Sharpe Ratios of USBOX and VOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

USBOX's dividend yield for the trailing twelve months is around 8.76%, more than VOO's 1.34% yield.

The maximum USBOX drawdown since its inception was -71.83%, 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.