SDVGX vs. ARGFX
Compare and contrast key facts about SIT Dividend Growth Fund (SDVGX) and Ariel Fund (ARGFX).
SDVGX is managed by Sit. It was launched on Dec 31, 2003. ARGFX is managed by Ariel Investments. It was launched on Nov 6, 1986.
Performance
SDVGX vs. ARGFX - Performance Comparison
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SDVGX vs. ARGFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SDVGX SIT Dividend Growth Fund | -2.78% | 18.73% | 18.22% | 14.89% | -12.17% | 27.87% | 7.79% | 29.18% | -6.86% | 20.22% |
ARGFX Ariel Fund | -1.48% | 14.08% | 11.56% | 15.78% | -18.68% | 30.29% | 10.05% | 24.64% | -13.59% | 15.99% |
Returns By Period
In the year-to-date period, SDVGX achieves a -2.78% return, which is significantly lower than ARGFX's -1.48% return. Over the past 10 years, SDVGX has outperformed ARGFX with an annualized return of 11.43%, while ARGFX has yielded a comparatively lower 9.35% annualized return.
SDVGX
- 1D
- 2.49%
- 1M
- -5.24%
- YTD
- -2.78%
- 6M
- -0.18%
- 1Y
- 17.30%
- 3Y*
- 15.33%
- 5Y*
- 10.27%
- 10Y*
- 11.43%
ARGFX
- 1D
- 3.37%
- 1M
- -7.96%
- YTD
- -1.48%
- 6M
- 1.18%
- 1Y
- 22.08%
- 3Y*
- 10.82%
- 5Y*
- 4.86%
- 10Y*
- 9.35%
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SDVGX vs. ARGFX - Expense Ratio Comparison
SDVGX has a 0.70% expense ratio, which is lower than ARGFX's 1.00% expense ratio.
Return for Risk
SDVGX vs. ARGFX — Risk / Return Rank
SDVGX
ARGFX
SDVGX vs. ARGFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SIT Dividend Growth Fund (SDVGX) and Ariel Fund (ARGFX). 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.
| SDVGX | ARGFX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.09 | 0.90 | +0.19 |
Sortino ratioReturn per unit of downside risk | 1.59 | 1.41 | +0.18 |
Omega ratioGain probability vs. loss probability | 1.25 | 1.19 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.57 | 1.43 | +0.14 |
Martin ratioReturn relative to average drawdown | 7.41 | 4.66 | +2.76 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SDVGX | ARGFX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.09 | 0.90 | +0.19 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.68 | 0.22 | +0.46 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.67 | 0.41 | +0.25 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.58 | 0.54 | +0.04 |
Correlation
The correlation between SDVGX and ARGFX is 0.84, 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.
Dividends
SDVGX vs. ARGFX - Dividend Comparison
SDVGX's dividend yield for the trailing twelve months is around 10.39%, less than ARGFX's 11.98% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDVGX SIT Dividend Growth Fund | 10.39% | 10.10% | 12.47% | 4.66% | 12.01% | 12.29% | 1.42% | 12.85% | 25.20% | 11.49% | 8.32% | 13.23% |
ARGFX Ariel Fund | 11.98% | 11.80% | 5.49% | 5.09% | 9.01% | 5.56% | 5.33% | 5.81% | 10.35% | 6.30% | 6.56% | 16.28% |
Drawdowns
SDVGX vs. ARGFX - Drawdown Comparison
The maximum SDVGX drawdown since its inception was -45.52%, smaller than the maximum ARGFX drawdown of -71.02%. Use the drawdown chart below to compare losses from any high point for SDVGX and ARGFX.
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Drawdown Indicators
| SDVGX | ARGFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -45.52% | -71.02% | +25.50% |
Max Drawdown (1Y)Largest decline over 1 year | -11.70% | -15.50% | +3.80% |
Max Drawdown (5Y)Largest decline over 5 years | -21.13% | -33.00% | +11.87% |
Max Drawdown (10Y)Largest decline over 10 years | -35.01% | -45.29% | +10.28% |
Current DrawdownCurrent decline from peak | -5.63% | -9.41% | +3.78% |
Average DrawdownAverage peak-to-trough decline | -5.06% | -8.47% | +3.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.48% | 4.76% | -2.28% |
Volatility
SDVGX vs. ARGFX - Volatility Comparison
The current volatility for SIT Dividend Growth Fund (SDVGX) is 4.56%, while Ariel Fund (ARGFX) has a volatility of 7.12%. This indicates that SDVGX experiences smaller price fluctuations and is considered to be less risky than ARGFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SDVGX | ARGFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.56% | 7.12% | -2.56% |
Volatility (6M)Calculated over the trailing 6-month period | 8.16% | 14.19% | -6.03% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.05% | 24.69% | -8.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 15.16% | 22.34% | -7.18% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 17.19% | 22.77% | -5.58% |