SLCAX vs. VIG

In the year-to-date period, SLCAX achieves a 2.02% return, which is significantly higher than VIG's 1.56% return. Over the past 10 years, SLCAX has underperformed VIG with an annualized return of 10.32%, while VIG has yielded a comparatively higher 11.50% annualized return.

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SLCAX has a 0.47% expense ratio, which is higher than VIG's 0.06% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Large Cap Fund (SLCAX) and Vanguard Dividend Appreciation ETF (VIG). 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 SLCAX Sharpe Ratio is 0.74, which is comparable to the VIG Sharpe Ratio of 0.80. The chart below compares the historical Sharpe Ratios of SLCAX and VIG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SLCAX's dividend yield for the trailing twelve months is around 12.09%, more than VIG's 1.79% yield.

The maximum SLCAX drawdown since its inception was -55.17%, which is greater than VIG's maximum drawdown of -46.81%. Use the drawdown chart below to compare losses from any high point for SLCAX and VIG.

SEI Institutional Investments Trust Large Cap Fund (SLCAX) and Vanguard Dividend Appreciation ETF (VIG) have volatilities of 4.48% and 4.50%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.