DCCIX vs. VIOO
Compare and contrast key facts about Delaware Small Cap Core Fund (DCCIX) and Vanguard S&P Small-Cap 600 ETF (VIOO).
DCCIX is managed by Delaware Funds. It was launched on Dec 29, 1998. VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DCCIX or VIOO.
Key characteristics
| DCCIX | VIOO | |
|---|---|---|
| YTD Return | 17.01% | 16.06% |
| 1Y Return | 33.71% | 37.87% |
| 3Y Return (Ann) | -1.72% | 2.93% |
| 5Y Return (Ann) | 7.31% | 10.83% |
| 10Y Return (Ann) | 4.84% | 9.93% |
| Sharpe Ratio | 1.67 | 1.83 |
| Sortino Ratio | 2.44 | 2.70 |
| Omega Ratio | 1.30 | 1.32 |
| Calmar Ratio | 1.15 | 1.75 |
| Martin Ratio | 9.40 | 10.70 |
| Ulcer Index | 3.61% | 3.53% |
| Daily Std Dev | 20.29% | 20.63% |
| Max Drawdown | -61.10% | -44.15% |
| Current Drawdown | -5.68% | -1.51% |
Correlation
The correlation between DCCIX and VIOO is 0.94, 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. VIOO - Performance Comparison
In the year-to-date period, DCCIX achieves a 17.01% return, which is significantly higher than VIOO's 16.06% return. Over the past 10 years, DCCIX has underperformed VIOO with an annualized return of 4.84%, while VIOO has yielded a comparatively higher 9.93% 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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DCCIX vs. VIOO - Expense Ratio Comparison
DCCIX has a 0.81% expense ratio, which is higher than VIOO's 0.10% expense ratio.
Risk-Adjusted Performance
DCCIX vs. VIOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Small Cap Core Fund (DCCIX) and Vanguard S&P Small-Cap 600 ETF (VIOO). 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. VIOO - Dividend Comparison
DCCIX's dividend yield for the trailing twelve months is around 0.50%, less than VIOO's 1.27% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCCIX Delaware Small Cap Core Fund | 0.50% | 0.58% | 0.50% | 0.20% | 0.20% | 0.41% | 0.47% | 0.10% | 0.07% | 0.00% | 0.00% | 0.00% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.27% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% | 0.86% |
Drawdowns
DCCIX vs. VIOO - Drawdown Comparison
The maximum DCCIX drawdown since its inception was -61.10%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for DCCIX and VIOO. For additional features, visit the drawdowns tool.
Volatility
DCCIX vs. VIOO - Volatility Comparison
The current volatility for Delaware Small Cap Core Fund (DCCIX) is 6.93%, while Vanguard S&P Small-Cap 600 ETF (VIOO) has a volatility of 7.56%. This indicates that DCCIX experiences smaller price fluctuations and is considered to be less risky than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.