SSCGX vs. VISGX
Compare and contrast key facts about SEI Institutional Managed Trust Small Cap Growth Fund (SSCGX) and Vanguard Small Cap Growth Index Fund (VISGX).
SSCGX is managed by BlackRock. It was launched on Apr 20, 1992. VISGX is managed by Vanguard. It was launched on May 21, 1998.
Performance
SSCGX vs. VISGX - Performance Comparison
Loading graphics...
SSCGX vs. VISGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCGX SEI Institutional Managed Trust Small Cap Growth Fund | -4.55% | 4.30% | 16.63% | 13.71% | -23.11% | -9.33% | 22.69% | 21.23% | -5.23% | 18.38% |
VISGX Vanguard Small Cap Growth Index Fund | -3.94% | 8.18% | 14.80% | 22.91% | -28.50% | 5.58% | 35.11% | 32.60% | -5.81% | 21.78% |
Returns By Period
In the year-to-date period, SSCGX achieves a -4.55% return, which is significantly lower than VISGX's -3.94% return. Over the past 10 years, SSCGX has underperformed VISGX with an annualized return of 5.83%, while VISGX has yielded a comparatively higher 9.84% annualized return.
SSCGX
- 1D
- -2.22%
- 1M
- -9.68%
- YTD
- -4.55%
- 6M
- -5.16%
- 1Y
- 10.39%
- 3Y*
- 8.50%
- 5Y*
- -3.20%
- 10Y*
- 5.83%
VISGX
- 1D
- -1.75%
- 1M
- -9.44%
- YTD
- -3.94%
- 6M
- -2.52%
- 1Y
- 15.53%
- 3Y*
- 10.67%
- 5Y*
- 1.54%
- 10Y*
- 9.84%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SSCGX vs. VISGX - Expense Ratio Comparison
SSCGX has a 1.11% expense ratio, which is higher than VISGX's 0.19% expense ratio.
Return for Risk
SSCGX vs. VISGX — Risk / Return Rank
SSCGX
VISGX
SSCGX vs. VISGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Managed Trust Small Cap Growth Fund (SSCGX) and Vanguard Small Cap Growth Index Fund (VISGX). 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.
| SSCGX | VISGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.50 | 0.62 | -0.12 |
Sortino ratioReturn per unit of downside risk | 0.85 | 1.03 | -0.19 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.14 | -0.03 |
Calmar ratioReturn relative to maximum drawdown | 0.70 | 0.86 | -0.16 |
Martin ratioReturn relative to average drawdown | 2.55 | 3.47 | -0.92 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| SSCGX | VISGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.50 | 0.62 | -0.12 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.07 | -0.20 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.25 | 0.43 | -0.18 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.24 | 0.36 | -0.12 |
Correlation
The correlation between SSCGX and VISGX 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
SSCGX vs. VISGX - Dividend Comparison
SSCGX's dividend yield for the trailing twelve months is around 10.97%, more than VISGX's 0.42% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCGX SEI Institutional Managed Trust Small Cap Growth Fund | 10.97% | 10.47% | 7.05% | 0.00% | 0.05% | 1.75% | 0.00% | 3.29% | 17.03% | 0.34% | 0.00% | 0.00% |
VISGX Vanguard Small Cap Growth Index Fund | 0.42% | 0.33% | 0.42% | 0.56% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% |
Drawdowns
SSCGX vs. VISGX - Drawdown Comparison
The maximum SSCGX drawdown since its inception was -71.03%, which is greater than VISGX's maximum drawdown of -58.74%. Use the drawdown chart below to compare losses from any high point for SSCGX and VISGX.
Loading graphics...
Drawdown Indicators
| SSCGX | VISGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.03% | -58.74% | -12.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.09% | -14.49% | +1.40% |
Max Drawdown (5Y)Largest decline over 5 years | -46.84% | -38.41% | -8.43% |
Max Drawdown (10Y)Largest decline over 10 years | -46.84% | -38.70% | -8.14% |
Current DrawdownCurrent decline from peak | -24.24% | -11.39% | -12.85% |
Average DrawdownAverage peak-to-trough decline | -25.19% | -11.67% | -13.52% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.58% | 3.60% | -0.02% |
Volatility
SSCGX vs. VISGX - Volatility Comparison
SEI Institutional Managed Trust Small Cap Growth Fund (SSCGX) and Vanguard Small Cap Growth Index Fund (VISGX) have volatilities of 7.88% and 7.59%, 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.
Loading graphics...
Volatility by Period
| SSCGX | VISGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.88% | 7.59% | +0.29% |
Volatility (6M)Calculated over the trailing 6-month period | 14.69% | 15.11% | -0.42% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.74% | 24.20% | -1.46% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.47% | 23.49% | -0.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.60% | 22.88% | +0.72% |