SGHIX vs. VGT
Compare and contrast key facts about Sextant Global High Income Fund (SGHIX) and Vanguard Information Technology ETF (VGT).
SGHIX is managed by Sextant Mutual Funds. It was launched on Mar 29, 2012. VGT is a passively managed fund by Vanguard that tracks the performance of the MSCI US Investable Market Information Technology 25/50 Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGHIX or VGT.
Correlation
The correlation between SGHIX and VGT is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
SGHIX vs. VGT - Performance Comparison
Key characteristics
SGHIX:
1.06
VGT:
1.46
SGHIX:
1.48
VGT:
1.95
SGHIX:
1.19
VGT:
1.26
SGHIX:
1.22
VGT:
2.08
SGHIX:
3.37
VGT:
7.34
SGHIX:
2.26%
VGT:
4.31%
SGHIX:
7.16%
VGT:
21.72%
SGHIX:
-27.03%
VGT:
-54.63%
SGHIX:
-3.29%
VGT:
-3.05%
Returns By Period
In the year-to-date period, SGHIX achieves a 2.72% return, which is significantly higher than VGT's 0.91% return. Over the past 10 years, SGHIX has underperformed VGT with an annualized return of 3.82%, while VGT has yielded a comparatively higher 20.92% annualized return.
SGHIX
2.72%
2.82%
2.44%
7.39%
2.98%
3.82%
VGT
0.91%
-0.66%
7.70%
26.38%
20.29%
20.92%
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SGHIX vs. VGT - Expense Ratio Comparison
SGHIX has a 0.75% expense ratio, which is higher than VGT's 0.10% expense ratio.
Risk-Adjusted Performance
SGHIX vs. VGT — Risk-Adjusted Performance Rank
SGHIX
VGT
SGHIX vs. VGT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sextant Global High Income Fund (SGHIX) and Vanguard Information Technology ETF (VGT). 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
SGHIX vs. VGT - Dividend Comparison
SGHIX's dividend yield for the trailing twelve months is around 3.04%, more than VGT's 0.59% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGHIX Sextant Global High Income Fund | 3.04% | 3.12% | 4.21% | 3.51% | 1.97% | 3.56% | 3.74% | 3.75% | 2.82% | 4.51% | 6.04% | 4.74% |
VGT Vanguard Information Technology ETF | 0.59% | 0.60% | 0.65% | 0.91% | 0.64% | 0.82% | 1.11% | 1.29% | 0.99% | 1.31% | 1.28% | 1.12% |
Drawdowns
SGHIX vs. VGT - Drawdown Comparison
The maximum SGHIX drawdown since its inception was -27.03%, smaller than the maximum VGT drawdown of -54.63%. Use the drawdown chart below to compare losses from any high point for SGHIX and VGT. For additional features, visit the drawdowns tool.
Volatility
SGHIX vs. VGT - Volatility Comparison
The current volatility for Sextant Global High Income Fund (SGHIX) is 2.23%, while Vanguard Information Technology ETF (VGT) has a volatility of 6.84%. This indicates that SGHIX experiences smaller price fluctuations and is considered to be less risky than VGT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.