SDIVX vs. VOOG
Compare and contrast key facts about Stock Dividend Fund (SDIVX) and Vanguard S&P 500 Growth ETF (VOOG).
SDIVX is managed by Adam Asset Funds. It was launched on Dec 27, 2004. VOOG is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Growth 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 VOOG.
Correlation
The correlation between SDIVX and VOOG is 0.74, 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. VOOG - Performance Comparison
Loading data...
Key characteristics
SDIVX:
0.47
VOOG:
0.85
SDIVX:
1.89
VOOG:
1.27
SDIVX:
1.67
VOOG:
1.18
SDIVX:
1.27
VOOG:
0.93
SDIVX:
14.38
VOOG:
3.12
SDIVX:
2.67%
VOOG:
6.63%
SDIVX:
80.64%
VOOG:
25.12%
SDIVX:
-59.43%
VOOG:
-32.73%
SDIVX:
-0.68%
VOOG:
-2.39%
Returns By Period
In the year-to-date period, SDIVX achieves a 31.19% return, which is significantly higher than VOOG's 2.66% return. Over the past 10 years, SDIVX has underperformed VOOG with an annualized return of 9.90%, while VOOG has yielded a comparatively higher 14.84% annualized return.
SDIVX
31.19%
-0.37%
28.77%
37.05%
14.10%
20.35%
9.90%
VOOG
2.66%
17.67%
5.73%
21.21%
20.10%
17.11%
14.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SDIVX vs. VOOG - Expense Ratio Comparison
SDIVX has a 0.85% expense ratio, which is higher than VOOG's 0.10% expense ratio.
Risk-Adjusted Performance
SDIVX vs. VOOG — Risk-Adjusted Performance Rank
SDIVX
VOOG
SDIVX vs. VOOG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Stock Dividend Fund (SDIVX) and Vanguard S&P 500 Growth ETF (VOOG). 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.
Loading data...
Dividends
SDIVX vs. VOOG - Dividend Comparison
SDIVX's dividend yield for the trailing twelve months is around 51.47%, more than VOOG's 0.54% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDIVX Stock Dividend Fund | 51.47% | 5.56% | 17.11% | 7.49% | 21.59% | 3.11% | 2.62% | 2.75% | 2.51% | 4.08% | 3.50% | 2.35% |
VOOG Vanguard S&P 500 Growth ETF | 0.54% | 0.49% | 1.12% | 0.93% | 0.53% | 0.88% | 1.26% | 1.34% | 1.32% | 1.47% | 1.56% | 1.28% |
Drawdowns
SDIVX vs. VOOG - Drawdown Comparison
The maximum SDIVX drawdown since its inception was -59.43%, which is greater than VOOG's maximum drawdown of -32.73%. Use the drawdown chart below to compare losses from any high point for SDIVX and VOOG. For additional features, visit the drawdowns tool.
Loading data...
Volatility
SDIVX vs. VOOG - Volatility Comparison
The current volatility for Stock Dividend Fund (SDIVX) is 0.37%, while Vanguard S&P 500 Growth ETF (VOOG) has a volatility of 6.73%. This indicates that SDIVX experiences smaller price fluctuations and is considered to be less risky than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading data...