SSCDX vs. REBYX
Compare and contrast key facts about Sit Small Cap Dividend Growth Fund (SSCDX) and Russell Investments U.S. Small Cap Equity Fund (REBYX).
SSCDX is managed by Sit. It was launched on Mar 31, 2015. REBYX is managed by Russell. It was launched on Mar 29, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSCDX or REBYX.
Correlation
The correlation between SSCDX and REBYX is 0.95, 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. REBYX - Performance Comparison
Key characteristics
SSCDX:
1.14
REBYX:
0.11
SSCDX:
1.66
REBYX:
0.29
SSCDX:
1.21
REBYX:
1.05
SSCDX:
1.18
REBYX:
0.07
SSCDX:
5.19
REBYX:
0.37
SSCDX:
3.75%
REBYX:
6.93%
SSCDX:
17.13%
REBYX:
23.17%
SSCDX:
-38.79%
REBYX:
-60.08%
SSCDX:
-6.11%
REBYX:
-35.20%
Returns By Period
In the year-to-date period, SSCDX achieves a 3.77% return, which is significantly higher than REBYX's 2.16% return.
SSCDX
3.77%
2.50%
8.71%
17.11%
7.56%
N/A
REBYX
2.16%
2.24%
-2.62%
1.46%
-0.27%
-0.60%
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SSCDX vs. REBYX - Expense Ratio Comparison
SSCDX has a 1.35% expense ratio, which is higher than REBYX's 0.90% expense ratio.
Risk-Adjusted Performance
SSCDX vs. REBYX — Risk-Adjusted Performance Rank
SSCDX
REBYX
SSCDX vs. REBYX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sit Small Cap Dividend Growth Fund (SSCDX) and Russell Investments U.S. Small Cap Equity Fund (REBYX). 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. REBYX - Dividend Comparison
SSCDX's dividend yield for the trailing twelve months is around 0.92%, less than REBYX's 1.92% 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% |
REBYX Russell Investments U.S. Small Cap Equity Fund | 1.92% | 1.96% | 0.68% | 0.72% | 0.31% | 0.64% | 0.95% | 1.01% | 0.33% | 0.68% | 1.00% | 8.19% |
Drawdowns
SSCDX vs. REBYX - Drawdown Comparison
The maximum SSCDX drawdown since its inception was -38.79%, smaller than the maximum REBYX drawdown of -60.08%. Use the drawdown chart below to compare losses from any high point for SSCDX and REBYX. For additional features, visit the drawdowns tool.
Volatility
SSCDX vs. REBYX - Volatility Comparison
Sit Small Cap Dividend Growth Fund (SSCDX) and Russell Investments U.S. Small Cap Equity Fund (REBYX) have volatilities of 5.08% and 4.87%, 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.