Home
Growth
Income
About
Join
Login

Blue Harbinger Investment Research

Home
Growth
Income
About
Join
Login
Mark Hines
June 15, 2024

Liberty All-Star Equity (USA) vs S&P 500 (VOO)

Mark Hines
June 15, 2024

Here is a look at the performance of USA vs VOO since March 2021.

As you can see (above), the total returns have been very similar (especially on an NAV basis), but USA has underperformed. The 0.93% annual fee on USA has been a drag on performance.

Disclaimer: Everything on this website is for informational purposes only. No information contained herein is intended to be an offer or recommendation to buy or sell any investment. Investing is risky. Consult an investment and/or tax professional before investing.

Back to Top
Home
About
Income Ideas
Growth Ideas
Terms of Use
Contact
Blue Harbinger Investment Research, 1155 South Washington Street, #105, Naperville, IL, 60540, United States331-444-2931

*Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Blue Harbinger Research, LLC