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 0.75, 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. VOOG - Performance Comparison
Key characteristics
SDIVX:
-0.60
VOOG:
0.65
SDIVX:
-0.49
VOOG:
1.05
SDIVX:
0.83
VOOG:
1.15
SDIVX:
-0.62
VOOG:
0.73
SDIVX:
-2.37
VOOG:
2.58
SDIVX:
7.93%
VOOG:
6.30%
SDIVX:
31.41%
VOOG:
24.91%
SDIVX:
-59.45%
VOOG:
-32.73%
SDIVX:
-30.44%
VOOG:
-11.72%
Returns By Period
In the year-to-date period, SDIVX achieves a -24.36% return, which is significantly lower than VOOG's -7.16% return. Over the past 10 years, SDIVX has underperformed VOOG with an annualized return of 0.74%, while VOOG has yielded a comparatively higher 13.81% annualized return.
SDIVX
-24.36%
-29.65%
-25.12%
-19.66%
1.84%
0.74%
VOOG
-7.16%
-1.48%
-3.25%
16.68%
16.45%
13.81%
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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.
Dividends
SDIVX vs. VOOG - Dividend Comparison
SDIVX's dividend yield for the trailing twelve months is around 7.22%, more than VOOG's 0.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDIVX Stock Dividend Fund | 7.22% | 4.53% | 6.75% | 5.34% | 6.26% | 3.01% | 2.62% | 2.75% | 2.51% | 2.34% | 2.92% | 2.35% |
VOOG Vanguard S&P 500 Growth ETF | 0.60% | 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 -59.45%, 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.
Volatility
SDIVX vs. VOOG - Volatility Comparison
Stock Dividend Fund (SDIVX) has a higher volatility of 34.64% compared to Vanguard S&P 500 Growth ETF (VOOG) at 16.37%. This indicates that SDIVX's price experiences larger fluctuations and is considered to be riskier than VOOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.