SSCDX vs. VSMAX
Compare and contrast key facts about Sit Small Cap Dividend Growth Fund (SSCDX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX).
SSCDX is managed by Sit. It was launched on Mar 31, 2015. VSMAX is managed by Vanguard. It was launched on Nov 13, 2000.
Performance
SSCDX vs. VSMAX - Performance Comparison
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SSCDX vs. VSMAX - 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% |
VSMAX Vanguard Small-Cap Index Fund Admiral Shares | -1.21% | 8.83% | 14.23% | 18.17% | -17.61% | 17.74% | 19.06% | 27.36% | -9.33% | 16.24% |
Returns By Period
In the year-to-date period, SSCDX achieves a 3.52% return, which is significantly higher than VSMAX's -1.21% return. Both investments have delivered pretty close results over the past 10 years, with SSCDX having a 9.84% annualized return and VSMAX not far ahead at 10.15%.
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%
VSMAX
- 1D
- -0.98%
- 1M
- -8.09%
- YTD
- -1.21%
- 6M
- 0.58%
- 1Y
- 16.07%
- 3Y*
- 11.85%
- 5Y*
- 5.02%
- 10Y*
- 10.15%
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SSCDX vs. VSMAX - Expense Ratio Comparison
SSCDX has a 1.35% expense ratio, which is higher than VSMAX's 0.05% expense ratio.
Return for Risk
SSCDX vs. VSMAX — Risk / Return Rank
SSCDX
VSMAX
SSCDX vs. VSMAX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Sit Small Cap Dividend Growth Fund (SSCDX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX). 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 | VSMAX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.16 | 0.75 | +0.41 |
Sortino ratioReturn per unit of downside risk | 1.71 | 1.19 | +0.52 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.16 | +0.08 |
Calmar ratioReturn relative to maximum drawdown | 1.69 | 0.97 | +0.72 |
Martin ratioReturn relative to average drawdown | 7.32 | 4.20 | +3.13 |
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 | VSMAX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.16 | 0.75 | +0.41 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.24 | +0.13 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.48 | 0.47 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.43 | 0.37 | +0.07 |
Correlation
The correlation between SSCDX and VSMAX is 0.96, 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. VSMAX - Dividend Comparison
SSCDX's dividend yield for the trailing twelve months is around 2.13%, more than VSMAX's 1.38% 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% |
VSMAX Vanguard Small-Cap Index Fund Admiral Shares | 1.38% | 1.33% | 1.30% | 1.56% | 1.54% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.49% | 1.48% |
Drawdowns
SSCDX vs. VSMAX - Drawdown Comparison
The maximum SSCDX drawdown since its inception was -38.79%, smaller than the maximum VSMAX drawdown of -59.68%. Use the drawdown chart below to compare losses from any high point for SSCDX and VSMAX.
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Drawdown Indicators
| SSCDX | VSMAX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -38.79% | -59.68% | +20.89% |
Max Drawdown (1Y)Largest decline over 1 year | -13.18% | -14.30% | +1.12% |
Max Drawdown (5Y)Largest decline over 5 years | -27.06% | -28.14% | +1.08% |
Max Drawdown (10Y)Largest decline over 10 years | -38.79% | -41.82% | +3.03% |
Current DrawdownCurrent decline from peak | -8.22% | -8.97% | +0.75% |
Average DrawdownAverage peak-to-trough decline | -7.09% | -9.75% | +2.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.04% | 3.30% | -0.26% |
Volatility
SSCDX vs. VSMAX - Volatility Comparison
Sit Small Cap Dividend Growth Fund (SSCDX) and Vanguard Small-Cap Index Fund Admiral Shares (VSMAX) have volatilities of 5.97% and 5.91%, 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.
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Volatility by Period
| SSCDX | VSMAX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.97% | 5.91% | +0.06% |
Volatility (6M)Calculated over the trailing 6-month period | 12.14% | 12.22% | -0.08% |
Volatility (1Y)Calculated over the trailing 1-year period | 20.88% | 21.62% | -0.74% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.03% | 20.69% | -0.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.62% | 21.52% | -0.90% |