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.
Performance
SSCDX vs. IMCG - Performance Comparison
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SSCDX vs. IMCG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCDX Sit Small Cap Dividend Growth Fund | 3.52% | 12.90% | 15.50% | 15.50% | -17.15% | 23.46% | 16.21% | 27.12% | -17.10% | 13.69% |
IMCG iShares Morningstar Mid-Cap Growth ETF | -1.19% | 6.55% | 18.14% | 20.73% | -25.79% | 15.39% | 45.64% | 35.70% | -3.68% | 25.57% |
Returns By Period
In the year-to-date period, SSCDX achieves a 3.52% return, which is significantly higher than IMCG's -1.19% return. Over the past 10 years, SSCDX has underperformed IMCG with an annualized return of 9.84%, while IMCG has yielded a comparatively higher 12.58% annualized return.
SSCDX
- 1D
- -1.72%
- 1M
- -7.13%
- YTD
- 3.52%
- 6M
- 5.65%
- 1Y
- 24.10%
- 3Y*
- 14.77%
- 5Y*
- 7.39%
- 10Y*
- 9.84%
IMCG
- 1D
- 3.63%
- 1M
- -6.39%
- YTD
- -1.19%
- 6M
- -4.39%
- 1Y
- 11.14%
- 3Y*
- 11.94%
- 5Y*
- 5.08%
- 10Y*
- 12.58%
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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.
Return for Risk
SSCDX vs. IMCG — Risk / Return Rank
SSCDX
IMCG
SSCDX vs. IMCG - Risk-Adjusted Trends 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.
| SSCDX | IMCG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.55 | +0.61 |
Sortino ratioReturn per unit of downside risk | 1.71 | 0.92 | +0.78 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.12 | +0.11 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 0.87 | +0.81 |
Martin ratioReturn relative to average drawdown | 7.32 | 3.61 | +3.71 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSCDX | IMCG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.55 | +0.61 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.25 | +0.12 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.62 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.50 | -0.06 |
Correlation
The correlation between SSCDX and IMCG is 0.84, 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.
Dividends
SSCDX vs. IMCG - Dividend Comparison
SSCDX's dividend yield for the trailing twelve months is around 2.13%, more than IMCG's 0.80% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCDX Sit Small Cap Dividend Growth Fund | 2.13% | 2.21% | 1.79% | 1.07% | 4.26% | 8.47% | 0.77% | 1.33% | 2.69% | 0.85% | 1.16% | 0.87% |
IMCG iShares Morningstar Mid-Cap Growth ETF | 0.80% | 0.78% | 0.78% | 0.85% | 0.91% | 0.41% | 0.09% | 0.30% | 0.35% | 0.45% | 0.52% | 0.38% |
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.
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Drawdown Indicators
| SSCDX | IMCG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -58.96% | +20.17% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -12.99% | -0.19% |
Max Drawdown (5Y)Largest decline over 5 years | -27.06% | -35.08% | +8.02% |
Max Drawdown (10Y)Largest decline over 10 years | -38.79% | -35.08% | -3.71% |
Current DrawdownCurrent decline from peak | -8.22% | -6.90% | -1.32% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -9.29% | +2.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 3.14% | -0.10% |
Volatility
SSCDX vs. IMCG - Volatility Comparison
The current volatility for Sit Small Cap Dividend Growth Fund (SSCDX) is 5.97%, while iShares Morningstar Mid-Cap Growth ETF (IMCG) has a volatility of 7.19%. This indicates that SSCDX experiences smaller price fluctuations and is considered to be less risky than IMCG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSCDX | IMCG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 7.19% | -1.22% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 12.08% | +0.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.88% | 20.27% | +0.61% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 20.09% | -0.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.62% | 20.44% | +0.18% |