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EIPIX vs. SDOG
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between EIPIX and SDOG is 0.59, 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.


-0.50.00.51.0
Correlation: 0.6

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.

40.00%50.00%60.00%70.00%80.00%90.00%100.00%110.00%NovemberDecember2025FebruaryMarchApril
57.38%
87.59%
EIPIX
SDOG

Key characteristics

Sharpe Ratio

EIPIX:

0.87

SDOG:

0.48

Sortino Ratio

EIPIX:

1.16

SDOG:

0.75

Omega Ratio

EIPIX:

1.19

SDOG:

1.10

Calmar Ratio

EIPIX:

0.95

SDOG:

0.49

Martin Ratio

EIPIX:

2.84

SDOG:

1.88

Ulcer Index

EIPIX:

5.46%

SDOG:

4.15%

Daily Std Dev

EIPIX:

17.82%

SDOG:

16.41%

Max Drawdown

EIPIX:

-43.98%

SDOG:

-43.56%

Current Drawdown

EIPIX:

-8.76%

SDOG:

-9.47%

Returns By Period

In the year-to-date period, EIPIX achieves a 2.99% return, which is significantly higher than SDOG's -2.85% return.


EIPIX

YTD

2.99%

1M

-3.06%

6M

1.09%

1Y

15.22%

5Y*

12.60%

10Y*

N/A

SDOG

YTD

-2.85%

1M

-6.24%

6M

-5.19%

1Y

8.58%

5Y*

14.03%

10Y*

7.55%

*Annualized

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


EIPIX vs. SDOG - Expense Ratio Comparison

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


Expense ratio chart for EIPIX: current value is 1.25%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
EIPIX: 1.25%
Expense ratio chart for SDOG: current value is 0.40%, compared with the broader market range of 0.00% to 2.12%.0.50%1.00%1.50%2.00%
SDOG: 0.40%

Risk-Adjusted Performance

EIPIX vs. SDOG — Risk-Adjusted Performance Rank

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

EIPIX
The Risk-Adjusted Performance Rank of EIPIX is 7575
Overall Rank
The Sharpe Ratio Rank of EIPIX is 7373
Sharpe Ratio Rank
The Sortino Ratio Rank of EIPIX is 7171
Sortino Ratio Rank
The Omega Ratio Rank of EIPIX is 7575
Omega Ratio Rank
The Calmar Ratio Rank of EIPIX is 8484
Calmar Ratio Rank
The Martin Ratio Rank of EIPIX is 7070
Martin Ratio Rank

SDOG
The Risk-Adjusted Performance Rank of SDOG is 5858
Overall Rank
The Sharpe Ratio Rank of SDOG is 5757
Sharpe Ratio Rank
The Sortino Ratio Rank of SDOG is 5555
Sortino Ratio Rank
The Omega Ratio Rank of SDOG is 5555
Omega Ratio Rank
The Calmar Ratio Rank of SDOG is 6262
Calmar Ratio Rank
The Martin Ratio Rank of SDOG is 5959
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The chart of Sharpe ratio for EIPIX, currently valued at 0.87, compared to the broader market-1.000.001.002.003.00
EIPIX: 0.87
SDOG: 0.48
The chart of Sortino ratio for EIPIX, currently valued at 1.16, compared to the broader market-2.000.002.004.006.008.00
EIPIX: 1.16
SDOG: 0.75
The chart of Omega ratio for EIPIX, currently valued at 1.19, compared to the broader market0.501.001.502.002.503.00
EIPIX: 1.19
SDOG: 1.10
The chart of Calmar ratio for EIPIX, currently valued at 0.95, compared to the broader market0.002.004.006.008.0010.00
EIPIX: 0.95
SDOG: 0.49
The chart of Martin ratio for EIPIX, currently valued at 2.84, compared to the broader market0.0010.0020.0030.0040.0050.00
EIPIX: 2.84
SDOG: 1.88

The current EIPIX Sharpe Ratio is 0.87, which is higher than the SDOG Sharpe Ratio of 0.48. 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.


Rolling 12-month Sharpe Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.87
0.48
EIPIX
SDOG

Dividends

EIPIX vs. SDOG - Dividend Comparison

EIPIX's dividend yield for the trailing twelve months is around 3.40%, less than SDOG's 3.99% yield.


TTM20242023202220212020201920182017201620152014
EIPIX
EIP Growth and Income Fund (NEW)
3.40%3.57%4.09%6.51%3.44%4.02%3.44%3.45%1.77%0.78%0.00%0.00%
SDOG
ALPS Sector Dividend Dogs ETF
3.99%3.86%4.30%3.86%3.62%3.62%3.37%4.03%3.27%3.32%3.61%3.36%

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.


-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-8.76%
-9.47%
EIPIX
SDOG

Volatility

EIPIX vs. SDOG - Volatility Comparison

EIP Growth and Income Fund (NEW) (EIPIX) and ALPS Sector Dividend Dogs ETF (SDOG) have volatilities of 11.06% and 11.61%, 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.


2.00%4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
11.06%
11.61%
EIPIX
SDOG