SDVGX vs. VOO
Compare and contrast key facts about SIT Dividend Growth Fund (SDVGX) and Vanguard S&P 500 ETF (VOO).
SDVGX is managed by Sit. It was launched on Dec 31, 2003. 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: SDVGX or VOO.
Correlation
The correlation between SDVGX and VOO is 0.97, 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
SDVGX vs. VOO - Performance Comparison
Key characteristics
SDVGX:
0.54
VOO:
2.22
SDVGX:
0.69
VOO:
2.95
SDVGX:
1.14
VOO:
1.42
SDVGX:
0.59
VOO:
3.27
SDVGX:
3.35
VOO:
14.57
SDVGX:
2.43%
VOO:
1.90%
SDVGX:
15.17%
VOO:
12.47%
SDVGX:
-45.52%
VOO:
-33.99%
SDVGX:
-12.29%
VOO:
-1.77%
Returns By Period
In the year-to-date period, SDVGX achieves a 7.32% return, which is significantly lower than VOO's 26.92% return. Over the past 10 years, SDVGX has underperformed VOO with an annualized return of 9.65%, while VOO has yielded a comparatively higher 13.12% annualized return.
SDVGX
7.32%
-11.40%
-4.10%
7.90%
9.62%
9.65%
VOO
26.92%
0.27%
10.43%
27.36%
14.95%
13.12%
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SDVGX vs. VOO - Expense Ratio Comparison
SDVGX has a 0.70% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SDVGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SIT Dividend Growth Fund (SDVGX) 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
SDVGX vs. VOO - Dividend Comparison
SDVGX's dividend yield for the trailing twelve months is around 0.93%, less than VOO's 1.23% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDVGX SIT Dividend Growth Fund | 0.93% | 1.42% | 1.44% | 1.36% | 1.42% | 1.76% | 3.15% | 1.50% | 1.62% | 1.93% | 1.51% | 1.46% |
VOO Vanguard S&P 500 ETF | 1.23% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
SDVGX vs. VOO - Drawdown Comparison
The maximum SDVGX drawdown since its inception was -45.52%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SDVGX and VOO. For additional features, visit the drawdowns tool.
Volatility
SDVGX vs. VOO - Volatility Comparison
SIT Dividend Growth Fund (SDVGX) has a higher volatility of 11.70% compared to Vanguard S&P 500 ETF (VOO) at 3.78%. This indicates that SDVGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.