SSCDX vs. IMCG
Compare and contrast key facts about Sit Small Cap Dividend Growth Fund (SSCDX) and iShares Morningstar Mid-Cap Growth ETF (IMCG).
SSCDX is managed by Sit. It was launched on Mar 31, 2015. IMCG is a passively managed fund by iShares that tracks the performance of the Morningstar US Mid Cap Broad Growth Index. It was launched on Jun 28, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSCDX or IMCG.
Correlation
The correlation between SSCDX and IMCG is 0.83, 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
SSCDX vs. IMCG - Performance Comparison
Key characteristics
SSCDX:
1.14
IMCG:
1.58
SSCDX:
1.66
IMCG:
2.18
SSCDX:
1.21
IMCG:
1.27
SSCDX:
1.18
IMCG:
1.81
SSCDX:
5.19
IMCG:
7.13
SSCDX:
3.75%
IMCG:
3.21%
SSCDX:
17.13%
IMCG:
14.47%
SSCDX:
-38.79%
IMCG:
-58.96%
SSCDX:
-6.11%
IMCG:
-1.90%
Returns By Period
In the year-to-date period, SSCDX achieves a 3.77% return, which is significantly lower than IMCG's 5.56% return.
SSCDX
3.77%
2.50%
8.71%
17.11%
7.56%
N/A
IMCG
5.56%
4.13%
19.21%
20.98%
12.53%
12.27%
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SSCDX vs. IMCG - Expense Ratio Comparison
SSCDX has a 1.35% expense ratio, which is higher than IMCG's 0.06% expense ratio.
Risk-Adjusted Performance
SSCDX vs. IMCG — Risk-Adjusted Performance Rank
SSCDX
IMCG
SSCDX vs. IMCG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sit Small Cap Dividend Growth Fund (SSCDX) and iShares Morningstar Mid-Cap Growth ETF (IMCG). 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
SSCDX vs. IMCG - Dividend Comparison
SSCDX's dividend yield for the trailing twelve months is around 0.92%, more than IMCG's 0.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCDX Sit Small Cap Dividend Growth Fund | 0.92% | 0.96% | 1.07% | 1.45% | 0.76% | 0.78% | 1.33% | 1.38% | 0.85% | 1.16% | 0.87% | 0.00% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.74% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% | 0.60% |
Drawdowns
SSCDX vs. IMCG - Drawdown Comparison
The maximum SSCDX drawdown since its inception was -38.79%, smaller than the maximum IMCG drawdown of -58.96%. Use the drawdown chart below to compare losses from any high point for SSCDX and IMCG. For additional features, visit the drawdowns tool.
Volatility
SSCDX vs. IMCG - Volatility Comparison
Sit Small Cap Dividend Growth Fund (SSCDX) has a higher volatility of 5.08% compared to iShares Morningstar Mid-Cap Growth ETF (IMCG) at 3.59%. This indicates that SSCDX's price experiences larger fluctuations and is considered to be riskier than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.