SGYAX vs. VCIT
Compare and contrast key facts about SEI Institutional Investments Trust High Yield Bond Fund (SGYAX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT).
SGYAX is managed by SEI. It was launched on Dec 5, 2005. VCIT is a passively managed fund by Vanguard that tracks the performance of the Barclays U.S. 5-10 Year Corp Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGYAX or VCIT.
Correlation
The correlation between SGYAX and VCIT is 0.21, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SGYAX vs. VCIT - Performance Comparison
Key characteristics
SGYAX:
3.01
VCIT:
1.21
SGYAX:
5.80
VCIT:
1.77
SGYAX:
1.86
VCIT:
1.21
SGYAX:
2.66
VCIT:
0.57
SGYAX:
20.46
VCIT:
3.67
SGYAX:
0.56%
VCIT:
1.71%
SGYAX:
3.85%
VCIT:
5.19%
SGYAX:
-36.45%
VCIT:
-20.56%
SGYAX:
-0.14%
VCIT:
-4.00%
Returns By Period
In the year-to-date period, SGYAX achieves a 1.34% return, which is significantly higher than VCIT's 1.24% return. Over the past 10 years, SGYAX has outperformed VCIT with an annualized return of 4.65%, while VCIT has yielded a comparatively lower 2.65% annualized return.
SGYAX
1.34%
0.91%
5.44%
11.38%
4.05%
4.65%
VCIT
1.24%
0.87%
0.09%
6.20%
0.53%
2.65%
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SGYAX vs. VCIT - Expense Ratio Comparison
SGYAX has a 0.56% expense ratio, which is higher than VCIT's 0.04% expense ratio.
Risk-Adjusted Performance
SGYAX vs. VCIT — Risk-Adjusted Performance Rank
SGYAX
VCIT
SGYAX vs. VCIT - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust High Yield Bond Fund (SGYAX) and Vanguard Intermediate-Term Corporate Bond ETF (VCIT). 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
SGYAX vs. VCIT - Dividend Comparison
SGYAX's dividend yield for the trailing twelve months is around 9.26%, more than VCIT's 4.43% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGYAX SEI Institutional Investments Trust High Yield Bond Fund | 9.26% | 9.40% | 10.18% | 8.28% | 5.84% | 6.17% | 6.32% | 6.61% | 6.36% | 6.53% | 6.85% | 3.70% |
VCIT Vanguard Intermediate-Term Corporate Bond ETF | 4.43% | 4.43% | 3.72% | 3.04% | 2.88% | 2.78% | 3.37% | 3.61% | 3.21% | 3.29% | 3.34% | 3.34% |
Drawdowns
SGYAX vs. VCIT - Drawdown Comparison
The maximum SGYAX drawdown since its inception was -36.45%, which is greater than VCIT's maximum drawdown of -20.56%. Use the drawdown chart below to compare losses from any high point for SGYAX and VCIT. For additional features, visit the drawdowns tool.
Volatility
SGYAX vs. VCIT - Volatility Comparison
The current volatility for SEI Institutional Investments Trust High Yield Bond Fund (SGYAX) is 0.96%, while Vanguard Intermediate-Term Corporate Bond ETF (VCIT) has a volatility of 1.32%. This indicates that SGYAX experiences smaller price fluctuations and is considered to be less risky than VCIT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.