SDIVX vs. VOO
Compare and contrast key facts about Stock Dividend Fund (SDIVX) and Vanguard S&P 500 ETF (VOO).
SDIVX is managed by Adam Asset Funds. It was launched on Dec 27, 2004. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDIVX or VOO.
Correlation
The correlation between SDIVX and VOO is 0.75, 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. VOO - Performance Comparison
Key characteristics
SDIVX:
1.82
VOO:
1.89
SDIVX:
2.58
VOO:
2.54
SDIVX:
1.32
VOO:
1.35
SDIVX:
1.18
VOO:
2.83
SDIVX:
9.35
VOO:
11.83
SDIVX:
2.10%
VOO:
2.02%
SDIVX:
10.85%
VOO:
12.66%
SDIVX:
-59.45%
VOO:
-33.99%
SDIVX:
0.00%
VOO:
-0.42%
Returns By Period
In the year-to-date period, SDIVX achieves a 7.41% return, which is significantly higher than VOO's 4.17% return. Over the past 10 years, SDIVX has underperformed VOO with an annualized return of 4.25%, while VOO has yielded a comparatively higher 13.26% annualized return.
SDIVX
7.41%
4.77%
7.08%
19.17%
3.99%
4.25%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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SDIVX vs. VOO - Expense Ratio Comparison
SDIVX has a 0.85% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SDIVX vs. VOO — Risk-Adjusted Performance Rank
SDIVX
VOO
SDIVX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stock Dividend Fund (SDIVX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
SDIVX's dividend yield for the trailing twelve months is around 4.22%, more than VOO's 1.19% 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% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SDIVX vs. VOO - Drawdown Comparison
The maximum SDIVX drawdown since its inception was -59.45%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SDIVX and VOO. For additional features, visit the drawdowns tool.
Volatility
SDIVX vs. VOO - Volatility Comparison
Stock Dividend Fund (SDIVX) and Vanguard S&P 500 ETF (VOO) have volatilities of 3.08% and 2.94%, 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.