Correlation
The correlation between SLCAX and USNQX is 0.90, 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.
SLCAX vs. USNQX
Compare and contrast key facts about SEI Institutional Investments Trust Large Cap Fund (SLCAX) and USAA Nasdaq 100 Index Fund (USNQX).
SLCAX is managed by SEI. It was launched on Jun 14, 1996. USNQX is managed by Victory Capital. It was launched on Oct 27, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLCAX or USNQX.
Performance
SLCAX vs. USNQX - Performance Comparison
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Key characteristics
SLCAX:
0.74
USNQX:
0.61
SLCAX:
1.05
USNQX:
0.91
SLCAX:
1.15
USNQX:
1.13
SLCAX:
0.70
USNQX:
0.59
SLCAX:
2.69
USNQX:
1.92
SLCAX:
4.55%
USNQX:
7.05%
SLCAX:
18.13%
USNQX:
25.71%
SLCAX:
-55.17%
USNQX:
-74.36%
SLCAX:
-2.90%
USNQX:
-3.65%
Returns By Period
In the year-to-date period, SLCAX achieves a 2.02% return, which is significantly higher than USNQX's 1.70% return. Over the past 10 years, SLCAX has underperformed USNQX with an annualized return of 10.32%, while USNQX has yielded a comparatively higher 17.40% annualized return.
SLCAX
2.02%
5.61%
-1.75%
12.52%
12.04%
14.58%
10.32%
USNQX
1.70%
7.90%
2.16%
15.58%
19.55%
17.84%
17.40%
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SLCAX vs. USNQX - Expense Ratio Comparison
SLCAX has a 0.47% expense ratio, which is higher than USNQX's 0.42% expense ratio.
Risk-Adjusted Performance
SLCAX vs. USNQX — Risk-Adjusted Performance Rank
SLCAX
USNQX
SLCAX vs. USNQX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Large Cap Fund (SLCAX) and USAA Nasdaq 100 Index Fund (USNQX). 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
SLCAX vs. USNQX - Dividend Comparison
SLCAX's dividend yield for the trailing twelve months is around 12.09%, more than USNQX's 2.15% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLCAX SEI Institutional Investments Trust Large Cap Fund | 12.09% | 12.36% | 7.90% | 13.40% | 20.97% | 6.89% | 190.89% | 31.44% | 23.33% | 5.33% | 17.76% | 10.77% |
USNQX USAA Nasdaq 100 Index Fund | 2.15% | 2.19% | 2.60% | 4.13% | 4.48% | 1.53% | 0.88% | 0.69% | 1.97% | 0.50% | 2.73% | 0.21% |
Drawdowns
SLCAX vs. USNQX - Drawdown Comparison
The maximum SLCAX drawdown since its inception was -55.17%, smaller than the maximum USNQX drawdown of -74.36%. Use the drawdown chart below to compare losses from any high point for SLCAX and USNQX.
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Volatility
SLCAX vs. USNQX - Volatility Comparison
The current volatility for SEI Institutional Investments Trust Large Cap Fund (SLCAX) is 4.48%, while USAA Nasdaq 100 Index Fund (USNQX) has a volatility of 5.60%. This indicates that SLCAX experiences smaller price fluctuations and is considered to be less risky than USNQX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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