CCASX vs. VYM

In the year-to-date period, CCASX achieves a 1.75% return, which is significantly lower than VYM's 4.02% return. Over the past 10 years, CCASX has underperformed VYM with an annualized return of 9.48%, while VYM has yielded a comparatively higher 10.56% annualized return.

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CCASX has a 1.10% expense ratio, which is higher than VYM's 0.06% expense ratio.

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.

The current CCASX Sharpe Ratio is 0.74, which is lower than the VYM Sharpe Ratio of 2.00. The chart below compares the historical Sharpe Ratios of CCASX and VYM, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

CCASX has not paid dividends to shareholders, while VYM's dividend yield for the trailing twelve months is around 2.63%.

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.

Conestoga Small Cap (CCASX) has a higher volatility of 4.87% compared to Vanguard High Dividend Yield ETF (VYM) at 3.31%. 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.