SDIVX vs. SDIV
Compare and contrast key facts about Stock Dividend Fund (SDIVX) and Global X SuperDividend ETF (SDIV).
SDIVX is managed by Adam Asset Funds. It was launched on Dec 27, 2004. SDIV is a passively managed fund by Global X that tracks the performance of the Solactive Global SuperDividend Index. It was launched on Jun 8, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDIVX or SDIV.
Correlation
The correlation between SDIVX and SDIV 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
SDIVX vs. SDIV - Performance Comparison
Key characteristics
SDIVX:
1.74
SDIV:
0.97
SDIVX:
2.47
SDIV:
1.35
SDIVX:
1.31
SDIV:
1.17
SDIVX:
1.12
SDIV:
0.30
SDIVX:
8.93
SDIV:
2.73
SDIVX:
2.10%
SDIV:
4.81%
SDIVX:
10.84%
SDIV:
13.50%
SDIVX:
-59.45%
SDIV:
-56.90%
SDIVX:
-0.04%
SDIV:
-37.20%
Returns By Period
In the year-to-date period, SDIVX achieves a 6.97% return, which is significantly higher than SDIV's 4.48% return. Over the past 10 years, SDIVX has outperformed SDIV with an annualized return of 4.21%, while SDIV has yielded a comparatively lower -3.15% annualized return.
SDIVX
6.97%
4.58%
6.33%
19.29%
3.91%
4.21%
SDIV
4.48%
2.69%
0.96%
12.63%
-7.09%
-3.15%
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SDIVX vs. SDIV - Expense Ratio Comparison
SDIVX has a 0.85% expense ratio, which is higher than SDIV's 0.58% expense ratio.
Risk-Adjusted Performance
SDIVX vs. SDIV — Risk-Adjusted Performance Rank
SDIVX
SDIV
SDIVX vs. SDIV - Risk-Adjusted Performance Comparison
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.
Dividends
SDIVX vs. SDIV - Dividend Comparison
SDIVX's dividend yield for the trailing twelve months is around 4.24%, less than SDIV's 10.86% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDIVX Stock Dividend Fund | 4.24% | 4.53% | 6.75% | 5.34% | 6.26% | 3.01% | 2.62% | 2.75% | 2.51% | 2.34% | 2.92% | 2.35% |
SDIV Global X SuperDividend ETF | 10.86% | 11.33% | 11.73% | 14.17% | 8.95% | 7.96% | 8.74% | 9.22% | 6.66% | 6.95% | 7.33% | 6.45% |
Drawdowns
SDIVX vs. SDIV - Drawdown Comparison
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.
Volatility
SDIVX vs. SDIV - Volatility Comparison
Stock Dividend Fund (SDIVX) has a higher volatility of 3.07% compared to Global X SuperDividend ETF (SDIV) at 2.49%. 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.