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
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Key characteristics
SDVGX:
-0.06
VOO:
0.74
SDVGX:
0.07
VOO:
1.15
SDVGX:
1.01
VOO:
1.17
SDVGX:
-0.04
VOO:
0.77
SDVGX:
-0.11
VOO:
2.94
SDVGX:
8.95%
VOO:
4.87%
SDVGX:
20.01%
VOO:
19.40%
SDVGX:
-46.19%
VOO:
-33.99%
SDVGX:
-13.57%
VOO:
-3.97%
Returns By Period
In the year-to-date period, SDVGX achieves a 0.32% return, which is significantly lower than VOO's 0.46% return. Over the past 10 years, SDVGX has underperformed VOO with an annualized return of 0.25%, while VOO has yielded a comparatively higher 12.74% annualized return.
SDVGX
0.32%
8.32%
-11.82%
-1.23%
6.14%
0.25%
VOO
0.46%
9.97%
-1.04%
14.18%
17.41%
12.74%
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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 Rank
SDVGX
VOO
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.
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Dividends
SDVGX vs. VOO - Dividend Comparison
SDVGX's dividend yield for the trailing twelve months is around 12.39%, more than VOO's 1.29% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDVGX SIT Dividend Growth Fund | 12.39% | 12.46% | 4.65% | 12.01% | 12.29% | 7.08% | 12.85% | 25.20% | 11.49% | 8.32% | 14.00% | 14.29% |
VOO Vanguard S&P 500 ETF | 1.29% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SDVGX vs. VOO - Drawdown Comparison
The maximum SDVGX drawdown since its inception was -46.19%, 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.
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Volatility
SDVGX vs. VOO - Volatility Comparison
The current volatility for SIT Dividend Growth Fund (SDVGX) is 5.31%, while Vanguard S&P 500 ETF (VOO) has a volatility of 6.22%. This indicates that SDVGX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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