SDVGX vs. VTSAX

In the year-to-date period, SDVGX achieves a 0.32% return, which is significantly higher than VTSAX's -0.53% return. Over the past 10 years, SDVGX has underperformed VTSAX with an annualized return of 0.25%, while VTSAX has yielded a comparatively higher 12.01% annualized return.

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SDVGX has a 0.70% expense ratio, which is higher than VTSAX's 0.04% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for SIT Dividend Growth Fund (SDVGX) and Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX). 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.

The current SDVGX Sharpe Ratio is -0.06, which is lower than the VTSAX Sharpe Ratio of 0.65. The chart below compares the historical Sharpe Ratios of SDVGX and VTSAX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SDVGX's dividend yield for the trailing twelve months is around 12.39%, more than VTSAX's 1.30% yield.

The maximum SDVGX drawdown since its inception was -46.19%, smaller than the maximum VTSAX drawdown of -55.34%. Use the drawdown chart below to compare losses from any high point for SDVGX and VTSAX. For additional features, visit the drawdowns tool.

The current volatility for SIT Dividend Growth Fund (SDVGX) is 5.31%, while Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX) has a volatility of 6.32%. This indicates that SDVGX experiences smaller price fluctuations and is considered to be less risky than VTSAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.