SIT Dividend Growth Fund (SDVGX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to SDVGX
SDVGX charges 0.70% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among SDVGX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | SDVGX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | Jun 27, 2016 | SDVGX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | SDVGX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | Feb 2, 2016 | SDVGX vs FLCPX | |
| State Street Equity 500 Index II Portfolio | 0.02% | Aug 11, 2014 | SDVGX vs SSEYX |
Best Risk-Adjusted Alternatives to SDVGX
Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Vanguard PRIMECAP Fund Admiral Shares | 93 | Nov 12, 2001 | SDVGX vs VPMAX | |
| Pin Oak Equity | 91 | Aug 3, 1992 | SDVGX vs POGSX | |
| First Eagle Overseas Fund Class I | 89 | — | SDVGX vs SGOIX | |
| Permanent Portfolio Aggressive Growth Portfolio | 88 | Jan 2, 1990 | SDVGX vs PAGRX | |
| Centre American Select Equity Fund | 87 | Dec 21, 2011 | SDVGX vs DHAMX |
Top Performing SDVGX Alternatives (YTD)
SDVGX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| GQG Partners US Select Quality Equity Fund | 9.81% | Sep 28, 2018 | SDVGX vs GQEIX | |
| Nationwide GQG US Quality Equity Fund | 9.70% | Jan 24, 2021 | SDVGX vs NWAUX | |
| AMG Yacktman Global Fund | 8.16% | Jan 30, 2017 | SDVGX vs YFSIX | |
| Muhlenkamp Fund | 6.53% | Nov 1, 1988 | SDVGX vs MUHLX | |
| Rock Oak Core Growth Fund | 6.05% | Dec 31, 2004 | SDVGX vs RCKSX |
Lowest Volatility Alternatives to SDVGX
SDVGX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.63% | Jun 28, 2013 | SDVGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 8.02% | Mar 28, 2021 | SDVGX vs SVPFX | |
| Fidelity Advisor Growth & Income Fund Class Z | 10.78% | Mar 20, 2025 | SDVGX vs FGJEX | |
| Fidelity Hedged Equity Fund | 10.94% | Sep 8, 2022 | SDVGX vs FEQHX | |
| AQR Large Cap Defensive Style Fund Class R6 | 12.03% | Jul 9, 2012 | SDVGX vs QUERX |
Lowest Drawdown Alternatives to SDVGX
SDVGX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | -2.66% | Jun 28, 2013 | SDVGX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | -5.22% | Mar 28, 2021 | SDVGX vs SVPFX | |
| Fidelity Hedged Equity Fund | -7.40% | Sep 8, 2022 | SDVGX vs FEQHX | |
| Fidelity Infrastructure Fund | -8.43% | Nov 5, 2019 | SDVGX vs FNSTX | |
| GQG Partners US Select Quality Equity Fund | -8.67% | Sep 28, 2018 | SDVGX vs GQEIX |
Other Mutual Funds from Sit
Most popular Sit mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| SIT Balanced Fund | Diversified Portfolio | 42 | -7.32% | Dec 30, 1993 | SDVGX vs SIBAX | |
| SIT Small Cap Growth Fund | Mid Cap Growth Equities | 60 | 1.24% | Jul 1, 1994 | SDVGX vs SSMGX | |
| SIT Large Cap Growth Fund | Large Cap Growth Equities | 26 | -11.47% | Sep 2, 1982 | SDVGX vs SNIGX | |
| Sit Small Cap Dividend Growth Fund | Small Cap Blend Equities | 69 | 3.52% | Mar 31, 2015 | SDVGX vs SSCDX | |
| Sit Quality Income Fund | Ultrashort Bond | 91 | 0.05% | Dec 31, 2012 | SDVGX vs SQIFX | |
| SIT U.S. Government Securities Fund | Government Bonds | 67 | -0.04% | Jun 1, 1987 | SDVGX vs SNGVX | |
| Sit Global Dividend Growth Fund | Global Equities | 38 | -5.53% | Sep 29, 2008 | SDVGX vs GDGIX | |
| SIT Mid Cap Growth Fund | Mid Cap Growth Equities | 30 | -6.31% | Sep 2, 1982 | SDVGX vs NBNGX | |
| Sit ESG Growth Fund | Global Equities | 40 | -8.07% | Jun 30, 2016 | SDVGX vs IESGX | |
| SIT Developing Markets Growth Fund | Emerging Markets Diversified | 86 | -3.39% | Jun 30, 1994 | SDVGX vs SDMGX |
Often Compared With SDVGX
What investors most often compare with SDVGX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| iShares Core Dividend Growth ETF | Large Cap Growth Equities, Dividend | 69 | 1.57% | Jun 10, 2014 | SDVGX vs DGRO | |
| Ariel Fund | Mid Cap Value Equities | 35 | -4.69% | Nov 6, 1986 | SDVGX vs ARGFX | |
| Schwab U.S. Dividend Equity ETF | Dividend | 52 | 12.79% | Oct 20, 2011 | SDVGX vs SCHD | |
| Vanguard S&P 500 ETF | S&P 500 | 65 | -4.42% | Sep 7, 2010 | SDVGX vs VOO | |
| Vanguard Mega Cap Value ETF | Large Cap Value Equities | 64 | 3.25% | Dec 17, 2007 | SDVGX vs MGV | |
| Vanguard Total Stock Market Index Fund Admiral Sha... | Large Cap Blend Equities | 46 | -6.75% | Nov 13, 2000 | SDVGX vs VTSAX | |
| AQR Large Cap Defensive Style Fund | Large Cap Blend Equities | 13 | 0.79% | Jul 9, 2012 | SDVGX vs AUEIX | |
| CIT: BlackRock Equity Index Fund Class 1 | Large Cap Blend Equities | 28 | -7.06% | Jul 24, 2017 | SDVGX vs WBREOX | |
| Vanguard Institutional Total Stock Market Index Fu... | Large Cap Blend Equities | 45 | -6.74% | May 31, 2001 | SDVGX vs VITPX | |
| Permanent Portfolio Aggressive Growth Fund Class A | Large Cap Blend Equities | 86 | -3.91% | Jan 2, 1990 | SDVGX vs PAGDX |
Compare SDVGX with Any Fund or Stock
Compare SDVGX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.