BEGIX vs. SVAIX

Last updated Jun 25, 2026

BEGIX (Sterling Capital Equity Income Fund) and SVAIX (Federated Hermes Strategic Value Dividend Fund) are both Large Cap Value Equities funds. Over the past 10 years, BEGIX returned 11.59%/yr vs 8.40%/yr for SVAIX. Their correlation of 0.80 suggests significant overlap in exposure. BEGIX charges 0.79%/yr vs 0.81%/yr for SVAIX.

Performance

BEGIX vs. SVAIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Sterling Capital Equity Income Fund (BEGIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, BEGIX achieves a 4.38% return, which is significantly lower than SVAIX's 10.69% return. Over the past 10 years, BEGIX has outperformed SVAIX with an annualized return of 11.59%, while SVAIX has yielded a comparatively lower 8.40% annualized return.

BEGIX

• 1D: -0.39%
• 1M: 1.57%
• YTD: 4.38%
• 6M: 3.58%
• 1Y: 5.05%
• 3Y*: 8.09%
• 5Y*: 6.12%
• 10Y*: 11.59%

SVAIX

• 1D: 1.31%
• 1M: -0.69%
• YTD: 10.69%
• 6M: 10.17%
• 1Y: 20.92%
• 3Y*: 16.01%
• 5Y*: 10.93%
• 10Y*: 8.40%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BEGIX vs. SVAIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
BEGIX Sterling Capital Equity Income Fund	4.38%	1.91%	4.81%	12.52%	-3.16%	28.06%	8.64%	30.56%	-0.62%	20.94%
SVAIX Federated Hermes Strategic Value Dividend Fund	10.69%	15.26%	16.47%	-1.81%	8.47%	21.52%	-7.88%	19.59%	-8.23%	15.10%

Correlation

The correlation between BEGIX and SVAIX is 0.53, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.53
Correlation (3Y) Calculated over the trailing 3-year period	0.58
Correlation (5Y) Calculated over the trailing 5-year period	0.70
Correlation (10Y) Calculated over the trailing 10-year period	0.72
Correlation (All Time) Calculated using the full available price history since Mar 28, 2005	0.80

Over the past year, the correlation between BEGIX and SVAIX has dropped to 0.53 - well below their long-term average of 0.80, suggesting their price drivers have been diverging.

Return for Risk

BEGIX vs. SVAIX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEGIX

BEGIX Risk / Return Rank: 8
BEGIX Sharpe Ratio Rank: 8
BEGIX Sortino Ratio Rank: 7
BEGIX Omega Ratio Rank: 7
BEGIX Calmar Ratio Rank: 9
BEGIX Martin Ratio Rank: 8

SVAIX

SVAIX Risk / Return Rank: 82
SVAIX Sharpe Ratio Rank: 82
SVAIX Sortino Ratio Rank: 81
SVAIX Omega Ratio Rank: 67
SVAIX Calmar Ratio Rank: 96
SVAIX Martin Ratio Rank: 87

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BEGIX vs. SVAIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Sterling Capital Equity Income Fund (BEGIX) and Federated Hermes Strategic Value Dividend Fund (SVAIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	BEGIX	SVAIX	Difference
Sharpe ratio: Return per unit of total volatility	0.55	2.46	-1.91
Sortino ratio: Return per unit of downside risk	0.87	3.50	-2.63
Omega ratio: Gain probability vs. loss probability	1.10	1.41	-0.31
Calmar ratio: Return relative to maximum drawdown	0.78	5.69	-4.92
Martin ratio: Return relative to average drawdown	2.09	15.25	-13.16

BEGIX vs. SVAIX - Sharpe Ratio Comparison

The current BEGIX Sharpe Ratio is 0.55, which is lower than the SVAIX Sharpe Ratio of 2.46. The chart below compares the historical Sharpe Ratios of BEGIX and SVAIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

BEGIX vs. SVAIX - Drawdown Comparison

The maximum BEGIX drawdown since its inception was -43.85%, smaller than the maximum SVAIX drawdown of -50.62%. Use the drawdown chart below to compare losses from any high point for BEGIX and SVAIX.

Drawdown Indicators

	BEGIX	SVAIX	Difference
Max Drawdown Largest peak-to-trough decline	-43.85%	-50.62%	+6.77%
Max Drawdown (1Y) Largest decline over 1 year	-7.58%	-4.66%	-2.92%
Max Drawdown (3Y) Largest decline over 3 years	-29.48%	-12.64%	-16.84%
Max Drawdown (5Y) Largest decline over 5 years	-29.48%	-16.13%	-13.35%
Max Drawdown (10Y) Largest decline over 10 years	-37.01%	-36.53%	-0.48%
Current Drawdown Current decline from peak	-18.28%	-1.81%	-16.47%
Average Drawdown Average peak-to-trough decline	-5.87%	-7.69%	+1.82%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.81%	1.65%	+1.16%

Volatility

BEGIX vs. SVAIX - Volatility Comparison

The current volatility for Sterling Capital Equity Income Fund (BEGIX) is 3.11%, while Federated Hermes Strategic Value Dividend Fund (SVAIX) has a volatility of 4.21%. This indicates that BEGIX experiences smaller price fluctuations and is considered to be less risky than SVAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	BEGIX	SVAIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	3.11%	4.21%	-1.10%
Volatility (6M) Calculated over the trailing 6-month period	7.76%	7.87%	-0.11%
Volatility (1Y) Calculated over the trailing 1-year period	10.76%	10.80%	-0.04%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.73%	13.68%	+6.05%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.47%	15.45%	+4.02%

BEGIX vs. SVAIX - Expense Ratio Comparison

BEGIX has a 0.79% expense ratio, which is lower than SVAIX's 0.81% expense ratio.

Dividends

BEGIX vs. SVAIX - Dividend Comparison

BEGIX's dividend yield for the trailing twelve months is around 26.39%, more than SVAIX's 6.27% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BEGIX Sterling Capital Equity Income Fund	26.39%	27.63%	26.84%	9.81%	8.44%	3.01%	1.73%	9.81%	10.16%	11.59%	2.06%	8.83%
SVAIX Federated Hermes Strategic Value Dividend Fund	6.27%	6.41%	7.58%	4.32%	9.68%	3.72%	4.28%	8.75%	8.54%	10.36%	5.24%	8.67%

Frequently Asked Questions

Can I hold both BEGIX and SVAIX in my portfolio?

BEGIX and SVAIX have a correlation of 0.53, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, BEGIX or SVAIX?

SVAIX has higher volatility (4.21%) compared to BEGIX (3.11%). In terms of maximum drawdown, BEGIX dropped -43.85% vs SVAIX's -50.62%.

Which has better risk-adjusted returns?

SVAIX currently has the higher Sharpe Ratio (2.46 vs 0.55), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.