EIPIX vs. SDOG

Last updated Apr 1, 2026

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.

Performance

EIPIX vs. SDOG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in EIP Growth and Income Fund (NEW) (EIPIX) and ALPS Sector Dividend Dogs ETF (SDOG). The values are adjusted to include any dividend payments, if applicable.

EIPIX vs. SDOG - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
EIPIX EIP Growth and Income Fund (NEW)	18.96%	11.31%	26.74%	6.25%	16.19%	21.80%	-9.85%	23.09%	-11.68%	-0.68%
SDOG ALPS Sector Dividend Dogs ETF	8.59%	11.12%	14.70%	4.19%	-0.20%	24.59%	-0.35%	24.02%	-11.43%	12.65%

Returns By Period

In the year-to-date period, EIPIX achieves a 18.96% return, which is significantly higher than SDOG's 8.59% return.

EIPIX

• 1D: -0.15%
• 1M: 1.86%
• YTD: 18.96%
• 6M: 19.69%
• 1Y: 23.90%
• 3Y*: 21.08%
• 5Y*: 18.28%
• 10Y*: —

SDOG

• 1D: 1.17%
• 1M: -2.20%
• YTD: 8.59%
• 6M: 10.01%
• 1Y: 16.26%
• 3Y*: 12.73%
• 5Y*: 8.94%
• 10Y*: 9.38%

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

EIPIX vs. SDOG - Expense Ratio Comparison

EIPIX has a 1.25% expense ratio, which is higher than SDOG's 0.40% expense ratio.

EIPIX

EIP Growth and Income Fund (NEW)

SDOG

ALPS Sector Dividend Dogs ETF

Return for Risk

EIPIX vs. SDOG — Risk / Return Rank

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

EIPIX

EIPIX Risk / Return Rank: 85
EIPIX Sharpe Ratio Rank: 87
EIPIX Sortino Ratio Rank: 84
EIPIX Omega Ratio Rank: 86
EIPIX Calmar Ratio Rank: 81
EIPIX Martin Ratio Rank: 86

SDOG

SDOG Risk / Return Rank: 59
SDOG Sharpe Ratio Rank: 59
SDOG Sortino Ratio Rank: 60
SDOG Omega Ratio Rank: 59
SDOG Calmar Ratio Rank: 56
SDOG Martin Ratio Rank: 61

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.

EIPIX vs. SDOG - Risk-Adjusted Trends 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.

	EIPIX	SDOG	Difference
Sharpe ratio Return per unit of total volatility	1.71	1.01	+0.70
Sortino ratio Return per unit of downside risk	2.18	1.48	+0.70
Omega ratio Gain probability vs. loss probability	1.36	1.21	+0.15
Calmar ratio Return relative to maximum drawdown	1.95	1.34	+0.61
Martin ratio Return relative to average drawdown	9.16	5.74	+3.42
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EIPIX vs. SDOG - Sharpe Ratio Comparison

The current EIPIX Sharpe Ratio is 1.71, which is higher than the SDOG Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of EIPIX and SDOG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	EIPIX	SDOG	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	1.71	1.01	+0.70
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	1.17	0.58	+0.59
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.49	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.54	0.63	-0.10

Correlation

The correlation between EIPIX and SDOG is 0.69, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.

Dividends

EIPIX vs. SDOG - Dividend Comparison

EIPIX's dividend yield for the trailing twelve months is around 13.21%, more than SDOG's 3.52% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
EIPIX EIP Growth and Income Fund (NEW)	13.21%	15.71%	7.60%	4.09%	25.10%	3.44%	4.02%	3.44%	3.45%	1.77%	0.78%	0.00%
SDOG ALPS Sector Dividend Dogs ETF	3.52%	3.68%	3.86%	4.29%	3.87%	3.62%	3.63%	3.37%	4.03%	3.27%	3.32%	3.61%

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.

Drawdown Indicators

	EIPIX	SDOG	Difference
Max Drawdown Largest peak-to-trough decline	-43.98%	-43.56%	-0.42%
Max Drawdown (1Y) Largest decline over 1 year	-12.61%	-13.12%	+0.51%
Max Drawdown (5Y) Largest decline over 5 years	-16.71%	-19.84%	+3.13%
Max Drawdown (10Y) Largest decline over 10 years	—	-43.56%	—
Current Drawdown Current decline from peak	-0.15%	-3.25%	+3.10%
Average Drawdown Average peak-to-trough decline	-5.09%	-4.96%	-0.13%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.69%	3.08%	-0.39%

Volatility

EIPIX vs. SDOG - Volatility Comparison

EIP Growth and Income Fund (NEW) (EIPIX) and ALPS Sector Dividend Dogs ETF (SDOG) have volatilities of 2.88% and 3.03%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EIPIX	SDOG	Difference
Volatility (1M) Calculated over the trailing 1-month period	2.88%	3.03%	-0.15%
Volatility (6M) Calculated over the trailing 6-month period	7.30%	8.43%	-1.13%
Volatility (1Y) Calculated over the trailing 1-year period	14.40%	16.14%	-1.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	15.63%	15.48%	+0.15%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	18.84%	19.09%	-0.25%