DCCIX vs. VB
Compare and contrast key facts about Delaware Small Cap Core Fund (DCCIX) and Vanguard Small-Cap ETF (VB).
DCCIX is managed by Delaware Funds. It was launched on Dec 29, 1998. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Performance
DCCIX vs. VB - Performance Comparison
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DCCIX vs. VB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DCCIX Delaware Small Cap Core Fund | -3.22% | 4.59% | 10.27% | 14.65% | -15.94% | 23.23% | 14.81% | 26.04% | -11.82% | 14.06% |
VB Vanguard Small-Cap ETF | 1.92% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Returns By Period
In the year-to-date period, DCCIX achieves a -3.22% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, DCCIX has underperformed VB with an annualized return of 8.95%, while VB has yielded a comparatively higher 10.51% annualized return.
DCCIX
- 1D
- -0.54%
- 1M
- -8.10%
- YTD
- -3.22%
- 6M
- -1.28%
- 1Y
- 10.18%
- 3Y*
- 7.69%
- 5Y*
- 3.25%
- 10Y*
- 8.95%
VB
- 1D
- 3.18%
- 1M
- -5.13%
- YTD
- 1.92%
- 6M
- 3.76%
- 1Y
- 19.75%
- 3Y*
- 13.04%
- 5Y*
- 5.35%
- 10Y*
- 10.51%
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DCCIX vs. VB - Expense Ratio Comparison
DCCIX has a 0.81% expense ratio, which is higher than VB's 0.05% expense ratio.
Return for Risk
DCCIX vs. VB — Risk / Return Rank
DCCIX
VB
DCCIX vs. VB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Small Cap Core Fund (DCCIX) and Vanguard Small-Cap ETF (VB). 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.
| DCCIX | VB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.47 | 0.91 | -0.44 |
Sortino ratioReturn per unit of downside risk | 0.81 | 1.41 | -0.60 |
Omega ratioGain probability vs. loss probability | 1.11 | 1.19 | -0.08 |
Calmar ratioReturn relative to maximum drawdown | 0.50 | 1.39 | -0.89 |
Martin ratioReturn relative to average drawdown | 1.91 | 5.97 | -4.06 |
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
| DCCIX | VB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.47 | 0.91 | -0.44 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.16 | 0.26 | -0.10 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.41 | 0.49 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.42 | +0.03 |
Correlation
The correlation between DCCIX and VB is 0.97, 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
DCCIX vs. VB - Dividend Comparison
DCCIX's dividend yield for the trailing twelve months is around 4.55%, more than VB's 1.34% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCCIX Delaware Small Cap Core Fund | 4.55% | 4.40% | 1.18% | 4.17% | 3.82% | 6.35% | 0.40% | 2.03% | 10.74% | 7.97% | 1.11% | 3.11% |
VB Vanguard Small-Cap ETF | 1.34% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Drawdowns
DCCIX vs. VB - Drawdown Comparison
The maximum DCCIX drawdown since its inception was -59.44%, roughly equal to the maximum VB drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for DCCIX and VB.
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Drawdown Indicators
| DCCIX | VB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -59.44% | -59.56% | +0.12% |
Max Drawdown (1Y)Largest decline over 1 year | -14.65% | -14.29% | -0.36% |
Max Drawdown (5Y)Largest decline over 5 years | -26.71% | -28.15% | +1.44% |
Max Drawdown (10Y)Largest decline over 10 years | -39.44% | -42.05% | +2.61% |
Current DrawdownCurrent decline from peak | -10.23% | -6.08% | -4.15% |
Average DrawdownAverage peak-to-trough decline | -9.34% | -8.49% | -0.85% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.85% | 3.32% | +0.53% |
Volatility
DCCIX vs. VB - Volatility Comparison
The current volatility for Delaware Small Cap Core Fund (DCCIX) is 5.52%, while Vanguard Small-Cap ETF (VB) has a volatility of 6.84%. This indicates that DCCIX experiences smaller price fluctuations and is considered to be less risky than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DCCIX | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.52% | 6.84% | -1.32% |
Volatility (6M)Calculated over the trailing 6-month period | 11.65% | 12.60% | -0.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.63% | 21.86% | -0.23% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.97% | 20.78% | +0.19% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.13% | 21.40% | +0.73% |