SDIVX vs. SDIV

In the year-to-date period, SDIVX achieves a -24.36% return, which is significantly lower than SDIV's 1.59% return. Over the past 10 years, SDIVX has outperformed SDIV with an annualized return of 0.86%, while SDIV has yielded a comparatively lower -3.60% annualized return.

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

SDIVX has a 0.85% expense ratio, which is higher than SDIV's 0.58% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Stock Dividend Fund (SDIVX) and Global X SuperDividend ETF (SDIV). 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 current SDIVX Sharpe Ratio is -0.60, which is lower than the SDIV Sharpe Ratio of 0.36. The chart below compares the historical Sharpe Ratios of SDIVX and SDIV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SDIVX's dividend yield for the trailing twelve months is around 7.22%, less than SDIV's 11.36% yield.

The maximum SDIVX drawdown since its inception was -59.45%, roughly equal to the maximum SDIV drawdown of -56.90%. Use the drawdown chart below to compare losses from any high point for SDIVX and SDIV. For additional features, visit the drawdowns tool.

Stock Dividend Fund (SDIVX) has a higher volatility of 34.64% compared to Global X SuperDividend ETF (SDIV) at 11.10%. This indicates that SDIVX's price experiences larger fluctuations and is considered to be riskier than SDIV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.