VFFSX vs. USBOX
Compare and contrast key facts about Vanguard 500 Index Fund Institutional Select Shares (VFFSX) and Pear Tree Quality Fund (USBOX).
VFFSX is managed by Vanguard. USBOX is managed by Pear Tree Funds. It was launched on May 6, 1985.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VFFSX or USBOX.
Correlation
The correlation between VFFSX and USBOX is 0.94, 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
VFFSX vs. USBOX - Performance Comparison
Key characteristics
VFFSX:
0.32
USBOX:
-0.23
VFFSX:
0.57
USBOX:
-0.19
VFFSX:
1.08
USBOX:
0.97
VFFSX:
0.32
USBOX:
-0.20
VFFSX:
1.43
USBOX:
-0.64
VFFSX:
4.19%
USBOX:
6.26%
VFFSX:
19.00%
USBOX:
17.36%
VFFSX:
-52.30%
USBOX:
-72.83%
VFFSX:
-13.83%
USBOX:
-16.71%
Returns By Period
In the year-to-date period, VFFSX achieves a -9.84% return, which is significantly lower than USBOX's -6.10% return.
VFFSX
-9.84%
-6.83%
-9.33%
6.84%
14.72%
N/A
USBOX
-6.10%
-6.47%
-15.37%
-3.33%
5.40%
2.33%
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VFFSX vs. USBOX - Expense Ratio Comparison
VFFSX has a 0.01% expense ratio, which is lower than USBOX's 1.16% expense ratio.
Risk-Adjusted Performance
VFFSX vs. USBOX — Risk-Adjusted Performance Rank
VFFSX
USBOX
VFFSX vs. USBOX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard 500 Index Fund Institutional Select Shares (VFFSX) and Pear Tree Quality Fund (USBOX). 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
VFFSX vs. USBOX - Dividend Comparison
VFFSX's dividend yield for the trailing twelve months is around 1.44%, more than USBOX's 0.18% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VFFSX Vanguard 500 Index Fund Institutional Select Shares | 1.44% | 1.24% | 1.46% | 1.70% | 1.26% | 1.56% | 1.90% | 2.09% | 1.81% | 1.08% | 0.00% | 0.00% |
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% |
Drawdowns
VFFSX vs. USBOX - Drawdown Comparison
The maximum VFFSX drawdown since its inception was -52.30%, smaller than the maximum USBOX drawdown of -72.83%. Use the drawdown chart below to compare losses from any high point for VFFSX and USBOX. For additional features, visit the drawdowns tool.
Volatility
VFFSX vs. USBOX - Volatility Comparison
Vanguard 500 Index Fund Institutional Select Shares (VFFSX) has a higher volatility of 13.59% compared to Pear Tree Quality Fund (USBOX) at 10.39%. This indicates that VFFSX's price experiences larger fluctuations and is considered to be riskier than USBOX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.