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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCCIX or VB.
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.
Performance
DCCIX vs. VB - Performance Comparison
Key characteristics
DCCIX:
0.69
VB:
0.96
DCCIX:
1.11
VB:
1.41
DCCIX:
1.13
VB:
1.17
DCCIX:
0.54
VB:
1.83
DCCIX:
3.38
VB:
4.32
DCCIX:
3.84%
VB:
3.74%
DCCIX:
18.41%
VB:
16.58%
DCCIX:
-61.10%
VB:
-59.57%
DCCIX:
-9.74%
VB:
-4.80%
Returns By Period
In the year-to-date period, DCCIX achieves a 2.11% return, which is significantly lower than VB's 3.25% return. Over the past 10 years, DCCIX has underperformed VB with an annualized return of 4.52%, while VB has yielded a comparatively higher 9.16% annualized return.
DCCIX
2.11%
0.65%
6.51%
15.03%
5.57%
4.52%
VB
3.25%
2.34%
10.44%
17.42%
9.50%
9.16%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
DCCIX vs. VB - Expense Ratio Comparison
DCCIX has a 0.81% expense ratio, which is higher than VB's 0.05% expense ratio.
Risk-Adjusted Performance
DCCIX vs. VB — Risk-Adjusted Performance Rank
DCCIX
VB
DCCIX vs. VB - Risk-Adjusted Performance 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.
Dividends
DCCIX vs. VB - Dividend Comparison
DCCIX's dividend yield for the trailing twelve months is around 0.59%, less than VB's 1.26% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCCIX Delaware Small Cap Core Fund | 0.59% | 0.60% | 0.58% | 0.50% | 0.20% | 0.20% | 0.41% | 0.47% | 0.10% | 0.07% | 0.00% | 0.00% |
VB Vanguard Small-Cap ETF | 1.26% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% | 1.43% |
Drawdowns
DCCIX vs. VB - Drawdown Comparison
The maximum DCCIX drawdown since its inception was -61.10%, roughly equal to the maximum VB drawdown of -59.57%. Use the drawdown chart below to compare losses from any high point for DCCIX and VB. For additional features, visit the drawdowns tool.
Volatility
DCCIX vs. VB - Volatility Comparison
Delaware Small Cap Core Fund (DCCIX) and Vanguard Small-Cap ETF (VB) have volatilities of 4.20% and 4.01%, 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.