SDIVX vs. PFXF
Compare and contrast key facts about Stock Dividend Fund (SDIVX) and VanEck Vectors Preferred Securities ex Financials ETF (PFXF).
SDIVX is managed by Adam Asset Funds. It was launched on Dec 27, 2004. PFXF is a passively managed fund by VanEck that tracks the performance of the Wells Fargo Hybrid and Preferred Securities ex Financials Index. It was launched on Jul 16, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDIVX or PFXF.
Correlation
The correlation between SDIVX and PFXF is 0.51, 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.
Performance
SDIVX vs. PFXF - Performance Comparison
Key characteristics
SDIVX:
1.82
PFXF:
0.92
SDIVX:
2.58
PFXF:
1.31
SDIVX:
1.32
PFXF:
1.16
SDIVX:
1.18
PFXF:
0.75
SDIVX:
9.35
PFXF:
3.69
SDIVX:
2.10%
PFXF:
2.07%
SDIVX:
10.85%
PFXF:
8.34%
SDIVX:
-59.45%
PFXF:
-35.49%
SDIVX:
0.00%
PFXF:
-2.28%
Returns By Period
In the year-to-date period, SDIVX achieves a 7.41% return, which is significantly higher than PFXF's 1.25% return. Both investments have delivered pretty close results over the past 10 years, with SDIVX having a 4.25% annualized return and PFXF not far ahead at 4.34%.
SDIVX
7.41%
4.77%
7.08%
19.17%
3.99%
4.25%
PFXF
1.25%
-0.82%
3.40%
7.60%
3.22%
4.34%
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SDIVX vs. PFXF - Expense Ratio Comparison
SDIVX has a 0.85% expense ratio, which is higher than PFXF's 0.41% expense ratio.
Risk-Adjusted Performance
SDIVX vs. PFXF — Risk-Adjusted Performance Rank
SDIVX
PFXF
SDIVX vs. PFXF - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stock Dividend Fund (SDIVX) and VanEck Vectors Preferred Securities ex Financials ETF (PFXF). 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
SDIVX vs. PFXF - Dividend Comparison
SDIVX's dividend yield for the trailing twelve months is around 4.22%, less than PFXF's 7.66% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDIVX Stock Dividend Fund | 4.22% | 4.53% | 6.75% | 5.34% | 6.26% | 3.01% | 2.62% | 2.75% | 2.51% | 2.34% | 2.92% | 2.35% |
PFXF VanEck Vectors Preferred Securities ex Financials ETF | 7.66% | 7.82% | 7.89% | 6.74% | 4.67% | 5.19% | 5.35% | 6.57% | 5.93% | 5.81% | 5.98% | 5.92% |
Drawdowns
SDIVX vs. PFXF - Drawdown Comparison
The maximum SDIVX drawdown since its inception was -59.45%, which is greater than PFXF's maximum drawdown of -35.49%. Use the drawdown chart below to compare losses from any high point for SDIVX and PFXF. For additional features, visit the drawdowns tool.
Volatility
SDIVX vs. PFXF - Volatility Comparison
Stock Dividend Fund (SDIVX) has a higher volatility of 3.08% compared to VanEck Vectors Preferred Securities ex Financials ETF (PFXF) at 2.18%. This indicates that SDIVX's price experiences larger fluctuations and is considered to be riskier than PFXF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.