CCASX vs. VYM
Compare and contrast key facts about Conestoga Small Cap (CCASX) and Vanguard High Dividend Yield ETF (VYM).
CCASX is managed by Conestoga Capital Advisors. It was launched on Oct 1, 2002. VYM is a passively managed fund by Vanguard that tracks the performance of the FTSE High Dividend Yield Index. It was launched on Nov 10, 2006.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CCASX or VYM.
Key characteristics
| CCASX | VYM | |
|---|---|---|
| YTD Return | 14.63% | 20.51% |
| 1Y Return | 32.72% | 32.54% |
| 3Y Return (Ann) | -4.54% | 9.41% |
| 5Y Return (Ann) | 7.15% | 11.17% |
| 10Y Return (Ann) | 9.46% | 10.08% |
| Sharpe Ratio | 1.67 | 3.02 |
| Sortino Ratio | 2.44 | 4.30 |
| Omega Ratio | 1.30 | 1.56 |
| Calmar Ratio | 0.95 | 5.00 |
| Martin Ratio | 9.14 | 19.86 |
| Ulcer Index | 3.64% | 1.63% |
| Daily Std Dev | 19.85% | 10.70% |
| Max Drawdown | -49.30% | -56.98% |
| Current Drawdown | -13.83% | -0.79% |
Correlation
The correlation between CCASX and VYM is 0.75, 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
CCASX vs. VYM - Performance Comparison
In the year-to-date period, CCASX achieves a 14.63% return, which is significantly lower than VYM's 20.51% return. Over the past 10 years, CCASX has underperformed VYM with an annualized return of 9.46%, while VYM has yielded a comparatively higher 10.08% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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CCASX vs. VYM - Expense Ratio Comparison
CCASX has a 1.10% expense ratio, which is higher than VYM's 0.06% expense ratio.
Risk-Adjusted Performance
CCASX vs. VYM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Conestoga Small Cap (CCASX) and Vanguard High Dividend Yield ETF (VYM). 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
CCASX vs. VYM - Dividend Comparison
CCASX has not paid dividends to shareholders, while VYM's dividend yield for the trailing twelve months is around 2.76%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CCASX Conestoga Small Cap | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.88% | 0.00% | 0.00% |
VYM Vanguard High Dividend Yield ETF | 2.76% | 3.12% | 3.01% | 2.76% | 3.18% | 3.03% | 3.40% | 2.80% | 2.91% | 3.22% | 2.78% | 2.81% |
Drawdowns
CCASX vs. VYM - Drawdown Comparison
The maximum CCASX drawdown since its inception was -49.30%, smaller than the maximum VYM drawdown of -56.98%. Use the drawdown chart below to compare losses from any high point for CCASX and VYM. For additional features, visit the drawdowns tool.
Volatility
CCASX vs. VYM - Volatility Comparison
Conestoga Small Cap (CCASX) has a higher volatility of 6.70% compared to Vanguard High Dividend Yield ETF (VYM) at 3.85%. This indicates that CCASX's price experiences larger fluctuations and is considered to be riskier than VYM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.