SDVGX Alternatives & Similar Mutual Funds

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 197 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
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	—	Jun 2016	SDVGX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	—	SDVGX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	—	SDVGX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	—	Feb 2016	SDVGX vs FLCPX
WBREOX	CIT: BlackRock Equity Index Fund Class 1	0.02%	—	Jul 2017	SDVGX vs WBREOX

Best Risk-Adjusted Alternatives to SDVGX

SDVGX has a PortfoliosLab risk / return rank of 71. There are 70 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.

Symbol	Name	Risk / Return Rank	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	96	—	Mar 2021	SDVGX vs SVPFX
VPCCX	Vanguard PRIMECAP Core Fund	93	18.10B	Dec 2004	SDVGX vs VPCCX
GTLOX	Glenmede Quantitative U.S. Large Cap Core Equity P...	93	—	Feb 2004	SDVGX vs GTLOX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	92	—	Dec 2018	SDVGX vs FTZIX
RCKSX	Rock Oak Core Growth Fund	91	—	Dec 2004	SDVGX vs RCKSX

Top Performing SDVGX Alternatives (YTD)

SDVGX is at 9.28% YTD. There are 246 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 24.41%.

Symbol	Name	YTD Return	AUM	Inception
VPCCX	Vanguard PRIMECAP Core Fund	24.41%	18.10B	Dec 2004	SDVGX vs VPCCX
FTZIX	Fuller & Thaler Behavioral Unconstrained Equity Fu...	23.90%	—	Dec 2018	SDVGX vs FTZIX
POGRX	PRIMECAP Odyssey Growth Fund	22.34%	—	Nov 2004	SDVGX vs POGRX
RESGX	Glenmede Responsible ESG U.S. Equity Portfolio	22.17%	—	Dec 2015	SDVGX vs RESGX
IGIAX	Integrity ESG Growth & Income Fund	21.69%	—	Jan 1995	SDVGX vs IGIAX

Lowest Volatility Alternatives to SDVGX

SDVGX has 10.52% 1-year volatility. There are 27 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.21%.

Symbol	Name	Volatility 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	2.21%	—	Mar 2021	SDVGX vs SVPFX
QUERX	AQR Large Cap Defensive Style Fund Class R6	8.21%	—	Jul 2012	SDVGX vs QUERX
AUEIX	AQR Large Cap Defensive Style Fund	8.22%	—	Jul 2012	SDVGX vs AUEIX
JEPIX	JPMorgan Equity Premium Income Fund Class I	8.83%	—	Aug 2018	SDVGX vs JEPIX
SILVX	SGI U.S. Large Equity Fund	9.32%	—	Feb 2012	SDVGX vs SILVX

Lowest Drawdown Alternatives to SDVGX

SDVGX has a 1-year max drawdown of -7.92%. There are 35 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -0.91%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-0.91%	—	Mar 2021	SDVGX vs SVPFX
RCKSX	Rock Oak Core Growth Fund	-4.14%	—	Dec 2004	SDVGX vs RCKSX
AUEIX	AQR Large Cap Defensive Style Fund	-5.91%	—	Jul 2012	SDVGX vs AUEIX
QUERX	AQR Large Cap Defensive Style Fund Class R6	-5.93%	—	Jul 2012	SDVGX vs QUERX
AMFEX	AAMA Equity Fund	-6.07%	—	Jun 2017	SDVGX vs AMFEX

Other Mutual Funds from Sit

The 10 most viewed Sit mutual funds shown here include SSCDX, SNIGX, SDMGX and span 9 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SSCDX	Sit Small Cap Dividend Growth Fund	Small Cap Blend Equities	67	17.71%	—	Mar 2015	SDVGX vs SSCDX
SNIGX	SIT Large Cap Growth Fund	Large Cap Growth Equities	29	6.88%	—	Sep 1982	SDVGX vs SNIGX
SDMGX	SIT Developing Markets Growth Fund	Emerging Markets Equities	65	19.68%	—	Jun 1994	SDVGX vs SDMGX
SSMGX	SIT Small Cap Growth Fund	Mid Cap Growth Equities	45	17.03%	—	Jul 1994	SDVGX vs SSMGX
SNGVX	SIT U.S. Government Securities Fund	Government Bonds	23	-0.22%	—	Jun 1987	SDVGX vs SNGVX
SIBAX	SIT Balanced Fund	Diversified Portfolio	31	4.14%	—	Dec 1993	SDVGX vs SIBAX
SQIFX	Sit Quality Income Fund	Ultrashort Bond	40	0.08%	—	Dec 2012	SDVGX vs SQIFX
GDGIX	Sit Global Dividend Growth Fund	Global Equities	62	10.58%	—	Sep 2008	SDVGX vs GDGIX
NBNGX	SIT Mid Cap Growth Fund	Mid Cap Growth Equities	28	11.44%	—	Sep 1982	SDVGX vs NBNGX
SNGRX	SIT International Growth Fund	Foreign Large Cap Equities	35	9.81%	—	Oct 1991	SDVGX vs SNGRX

Often Compared With SDVGX

Investors most often compare SDVGX with DGRO, ARGFX, SCHD. These 20 comparison targets span 12 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
DGRO	iShares Core Dividend Growth ETF	Large Cap Growth Equities, Dividend	92	13.79%	42.77B	Jun 2014	SDVGX vs DGRO
ARGFX	Ariel Fund	Mid Cap Value Equities	46	13.04%	—	Nov 1986	SDVGX vs ARGFX
SCHD	Schwab U.S. Dividend Equity ETF	Dividend	95	24.36%	104.16B	Oct 2011	SDVGX vs SCHD
MGV	Vanguard Mega Cap Value ETF	Large Cap Value Equities	94	17.26%	13.30B	Dec 2007	SDVGX vs MGV
VOO	Vanguard S&P 500 ETF	S&P 500	78	11.72%	1.70T	Sep 2010	SDVGX vs VOO
VTSAX	Vanguard Total Stock Market Index Fund Admiral Sha...	Large Cap Blend Equities	59	10.50%	2.30T	Nov 2000	SDVGX vs VTSAX
IESGX	Sit ESG Growth Fund	Global Equities	38	7.65%	—	Jun 2016	SDVGX vs IESGX
SMTFX	SIT Minnesota Tax Free Income Fund	Municipal Bonds	76	0.55%	—	Nov 1993	SDVGX vs SMTFX
SNTIX	SIT Tax Free Income Fund	Municipal Bonds	87	1.18%	—	Sep 1988	SDVGX vs SNTIX
ORDNX	North Square Preferred and Income Securities Fund	Preferred Stock	54	1.10%	—	Jun 2013	SDVGX vs ORDNX
SGOIX	First Eagle Overseas Fund Class I	Foreign Large Cap Equities	77	11.27%	—	—	SDVGX vs SGOIX
GQEIX	GQG Partners US Select Quality Equity Fund	Quality Factor, Large Cap Blend Equities	15	6.87%	—	Sep 2018	SDVGX vs GQEIX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	86	19.15%	—	Dec 2011	SDVGX vs DHAMX
YFSIX	AMG Yacktman Global Fund	Global Equities	29	25.53%	—	Jan 2017	SDVGX vs YFSIX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	Large Cap Blend Equities	71	11.03%	—	Mar 2025	SDVGX vs FGJEX
POGSX	Pin Oak Equity	Large Cap Blend Equities	91	20.40%	—	Aug 1992	SDVGX vs POGSX
NWAUX	Nationwide GQG US Quality Equity Fund	Quality Factor, Large Cap Blend Equities	14	6.48%	—	Jan 2021	SDVGX vs NWAUX
FNSTX	Fidelity Infrastructure Fund	Infrastructure Equities, Large Cap Blend Equities	21	5.29%	—	Nov 2019	SDVGX vs FNSTX
FEQHX	Fidelity Hedged Equity Fund	Large Cap Blend Equities	42	7.18%	—	Sep 2022	SDVGX vs FEQHX
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	Large Cap Blend Equities	90	20.78%	96.10B	Nov 2001	SDVGX vs VPMAX

Compare SDVGX with Any Fund or Stock

Compare SDVGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

Symbol name

Diversifiers

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

SIT Dividend Growth Fund (SDVGX) Alternatives