SIT Dividend Growth Fund (SDVGX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SDVGX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SDVGX
SDVGX charges 0.70% annually. There are 203 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | SDVGX vs VSTSX | |
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | SDVGX vs VFFSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | SDVGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | SDVGX vs FLCPX | |
| iShares Total U.S. Stock Market Index Fund Class K | 0.02% | — | Aug 2015 | SDVGX vs BKTSX |
Best Risk-Adjusted Alternatives to SDVGX
SDVGX has a PortfoliosLab risk / return rank of 59. There are 94 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 95.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 95 | 17.20B | Dec 2004 | SDVGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 92 | 92.00B | Nov 2001 | SDVGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 92 | — | Nov 2004 | SDVGX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 89 | — | Feb 2004 | SDVGX vs GTLOX | |
| Glenmede Responsible ESG U.S. Equity Portfolio | 89 | — | Dec 2015 | SDVGX vs RESGX |
Top Performing SDVGX Alternatives (YTD)
SDVGX is at 5.83% YTD. There are 279 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 30.27%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 30.27% | 17.20B | Dec 2004 | SDVGX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 25.44% | 92.00B | Nov 2001 | SDVGX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 24.51% | — | Nov 2004 | SDVGX vs POSKX | |
| Integrity ESG Growth & Income Fund | 24.37% | — | Jan 1995 | SDVGX vs IGIAX | |
| Archer Multi Cap Fund | 24.19% | — | Dec 2019 | SDVGX vs ALSMX |
Lowest Volatility Alternatives to SDVGX
SDVGX has 10.39% 1-year volatility. There are 33 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.28%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.28% | — | Jun 2013 | SDVGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | SDVGX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | SDVGX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.41% | — | Jul 2012 | SDVGX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.58% | — | May 2015 | SDVGX vs FSUVX |
Lowest Drawdown Alternatives to SDVGX
SDVGX has a 1-year max drawdown of -7.92%. There are 39 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | SDVGX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | SDVGX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | SDVGX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | SDVGX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | SDVGX vs QUERX |
Other Mutual Funds from Sit
The 10 most viewed Sit mutual funds shown here include SSCDX, SSMGX, SQIFX and span 9 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 72 | 19.36% | — | Mar 2015 | SDVGX vs SSCDX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 60 | 18.68% | — | Jul 1994 | SDVGX vs SSMGX | |
| Sit Quality Income Fund | Ultrashort Bond | 44 | 0.22% | — | Dec 2012 | SDVGX vs SQIFX | |
| SIT U.S. Government Securities Fund | Government Bonds | 24 | 0.41% | — | Jun 1987 | SDVGX vs SNGVX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 24 | 1.58% | — | Sep 1982 | SDVGX vs SNIGX | |
| SIT Balanced Fund | Diversified Portfolio | 30 | 1.56% | — | Dec 1993 | SDVGX vs SIBAX | |
| Sit Global Dividend Growth Fund | Global Equities | 41 | 6.48% | — | Sep 2008 | SDVGX vs GDGIX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 24 | 8.11% | — | Sep 1982 | SDVGX vs NBNGX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 78 | 22.13% | — | Jun 1994 | SDVGX vs SDMGX | |
| SIT International Growth Fund | Foreign Large Cap Equities | 25 | 7.48% | — | Oct 1991 | SDVGX vs SNGRX |
Often Compared With SDVGX
Investors most often compare SDVGX with DGRO, ARGFX, SCHD. These 20 comparison targets span 9 categories, based on PortfoliosLab usage data.
Compare SDVGX with Any Fund or Stock
Compare SDVGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SDVGX with funds that move differently
SIT Dividend Growth Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SDVGX.
Explore SDVGX Diversifiers