SLGFX vs. VFIAX
Compare and contrast key facts about SEI Institutional Managed Trust Large Cap Index Fund (SLGFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX).
SLGFX is managed by Blackrock. It was launched on Jan 31, 2018. VFIAX is managed by Vanguard. It was launched on Nov 13, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SLGFX or VFIAX.
Correlation
The correlation between SLGFX and VFIAX is 0.99, 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.
Performance
SLGFX vs. VFIAX - Performance Comparison
Key characteristics
SLGFX:
1.53
VFIAX:
1.96
SLGFX:
2.03
VFIAX:
2.63
SLGFX:
1.29
VFIAX:
1.36
SLGFX:
2.44
VFIAX:
2.97
SLGFX:
7.28
VFIAX:
12.30
SLGFX:
2.84%
VFIAX:
2.04%
SLGFX:
13.49%
VFIAX:
12.79%
SLGFX:
-34.56%
VFIAX:
-55.20%
SLGFX:
-3.10%
VFIAX:
0.00%
Returns By Period
In the year-to-date period, SLGFX achieves a 4.35% return, which is significantly higher than VFIAX's 4.11% return.
SLGFX
4.35%
2.89%
7.53%
18.63%
13.02%
N/A
VFIAX
4.11%
2.86%
10.78%
23.17%
14.34%
13.28%
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SLGFX vs. VFIAX - Expense Ratio Comparison
SLGFX has a 0.25% expense ratio, which is higher than VFIAX's 0.04% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.
Risk-Adjusted Performance
SLGFX vs. VFIAX — Risk-Adjusted Performance Rank
SLGFX
VFIAX
SLGFX vs. VFIAX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust Large Cap Index Fund (SLGFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX). 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
SLGFX vs. VFIAX - Dividend Comparison
SLGFX's dividend yield for the trailing twelve months is around 1.07%, less than VFIAX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SLGFX SEI Institutional Managed Trust Large Cap Index Fund | 1.07% | 1.12% | 1.26% | 1.41% | 1.00% | 1.20% | 1.43% | 1.81% | 0.00% | 0.00% | 0.00% | 0.00% |
VFIAX Vanguard 500 Index Fund Admiral Shares | 1.19% | 1.24% | 1.45% | 1.68% | 1.24% | 1.53% | 1.87% | 2.05% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SLGFX vs. VFIAX - Drawdown Comparison
The maximum SLGFX drawdown since its inception was -34.56%, smaller than the maximum VFIAX drawdown of -55.20%. Use the drawdown chart below to compare losses from any high point for SLGFX and VFIAX. For additional features, visit the drawdowns tool.
Volatility
SLGFX vs. VFIAX - Volatility Comparison
SEI Institutional Managed Trust Large Cap Index Fund (SLGFX) and Vanguard 500 Index Fund Admiral Shares (VFIAX) have volatilities of 3.19% and 3.21%, 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.