EIPIX vs. SDOG
Compare and contrast key facts about EIP Growth and Income Fund (NEW) (EIPIX) and ALPS Sector Dividend Dogs ETF (SDOG).
EIPIX is managed by EIP Funds. It was launched on Aug 21, 2006. SDOG is a passively managed fund by SS&C that tracks the performance of the S-Network Sector Dividend Dogs Index. It was launched on Jun 29, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EIPIX or SDOG.
Key characteristics
| EIPIX | SDOG | |
|---|---|---|
| YTD Return | 30.03% | 20.76% |
| 1Y Return | 35.51% | 37.29% |
| 3Y Return (Ann) | 17.28% | 8.25% |
| 5Y Return (Ann) | 13.24% | 10.03% |
| Sharpe Ratio | 3.14 | 3.08 |
| Sortino Ratio | 4.31 | 4.36 |
| Omega Ratio | 1.56 | 1.55 |
| Calmar Ratio | 7.67 | 2.28 |
| Martin Ratio | 24.48 | 21.29 |
| Ulcer Index | 1.47% | 1.81% |
| Daily Std Dev | 11.49% | 12.52% |
| Max Drawdown | -43.98% | -43.56% |
| Current Drawdown | 0.00% | -0.13% |
Correlation
The correlation between EIPIX and SDOG is 0.71, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
EIPIX vs. SDOG - Performance Comparison
In the year-to-date period, EIPIX achieves a 30.03% return, which is significantly higher than SDOG's 20.76% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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EIPIX vs. SDOG - Expense Ratio Comparison
EIPIX has a 1.25% expense ratio, which is higher than SDOG's 0.40% expense ratio.
Risk-Adjusted Performance
EIPIX vs. SDOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for EIP Growth and Income Fund (NEW) (EIPIX) and ALPS Sector Dividend Dogs ETF (SDOG). 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.
Dividends
EIPIX vs. SDOG - Dividend Comparison
EIPIX's dividend yield for the trailing twelve months is around 3.31%, less than SDOG's 3.67% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EIPIX EIP Growth and Income Fund (NEW) | 3.31% | 4.09% | 6.51% | 3.44% | 4.02% | 3.44% | 3.45% | 1.77% | 0.78% | 0.00% | 0.00% | 0.00% |
SDOG ALPS Sector Dividend Dogs ETF | 3.67% | 4.30% | 3.86% | 3.62% | 3.62% | 3.37% | 4.03% | 3.27% | 3.32% | 3.61% | 3.36% | 3.45% |
Drawdowns
EIPIX vs. SDOG - Drawdown Comparison
The maximum EIPIX drawdown since its inception was -43.98%, roughly equal to the maximum SDOG drawdown of -43.56%. Use the drawdown chart below to compare losses from any high point for EIPIX and SDOG. For additional features, visit the drawdowns tool.
Volatility
EIPIX vs. SDOG - Volatility Comparison
EIP Growth and Income Fund (NEW) (EIPIX) has a higher volatility of 3.72% compared to ALPS Sector Dividend Dogs ETF (SDOG) at 3.42%. This indicates that EIPIX's price experiences larger fluctuations and is considered to be riskier than SDOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.