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CCASX vs. VYM
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

CCASX vs. VYM

Last updated May 12, 2025

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.

Correlation

The correlation between CCASX and VYM is 0.80, 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

The chart below illustrates the hypothetical performance of a $10,000 investment in Conestoga Small Cap (CCASX) and Vanguard High Dividend Yield ETF (VYM). The values are adjusted to include any dividend payments, if applicable.

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Key characteristics

Daily Std Dev

CCASX:

22.78%

VYM:

8.79%

Max Drawdown

CCASX:

-0.93%

VYM:

-0.61%

Current Drawdown

CCASX:

0.00%

VYM:

-0.10%

Returns By Period

CCASX

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

VYM

YTD

N/A

1M

N/A

6M

N/A

1Y

N/A

5Y*

N/A

10Y*

N/A

*Annualized

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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.

CCASX
Conestoga Small Cap
VYM
Vanguard High Dividend Yield ETF

Risk-Adjusted Performance

CCASX vs. VYM — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.
CCASX
The Risk-Adjusted Performance Rank of CCASX is 2020
Overall Rank
The Sharpe Ratio Rank of CCASX is 2323
Sharpe Ratio Rank
The Sortino Ratio Rank of CCASX is 2121
Sortino Ratio Rank
The Omega Ratio Rank of CCASX is 2020
Omega Ratio Rank
The Calmar Ratio Rank of CCASX is 1919
Calmar Ratio Rank
The Martin Ratio Rank of CCASX is 1919
Martin Ratio Rank
VYM
The Risk-Adjusted Performance Rank of VYM is 6767
Overall Rank
The Sharpe Ratio Rank of VYM is 6161
Sharpe Ratio Rank
The Sortino Ratio Rank of VYM is 6464
Sortino Ratio Rank
The Omega Ratio Rank of VYM is 6565
Omega Ratio Rank
The Calmar Ratio Rank of VYM is 7373
Calmar Ratio Rank
The Martin Ratio Rank of VYM is 7171
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.

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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 2.93%.

TTM20242023202220212020201920182017201620152014
CCASX
Conestoga Small Cap		0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VYM
Vanguard High Dividend Yield ETF		2.93%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Drawdowns

CCASX vs. VYM - Drawdown Comparison

The maximum CCASX drawdown since its inception was -0.93%, which is greater than VYM's maximum drawdown of -0.61%. Use the drawdown chart below to compare losses from any high point for CCASX and VYM. For additional features, visit the drawdowns tool.

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Volatility

CCASX vs. VYM - Volatility Comparison

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