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.
Correlation
The correlation between DCCIX and VIOO 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
DCCIX vs. VIOO - Performance Comparison
Key characteristics
DCCIX:
-0.03
VIOO:
-0.16
DCCIX:
0.13
VIOO:
-0.06
DCCIX:
1.02
VIOO:
0.99
DCCIX:
-0.02
VIOO:
-0.13
DCCIX:
-0.07
VIOO:
-0.42
DCCIX:
8.16%
VIOO:
8.86%
DCCIX:
23.10%
VIOO:
23.71%
DCCIX:
-61.10%
VIOO:
-44.15%
DCCIX:
-21.84%
VIOO:
-20.68%
Returns By Period
In the year-to-date period, DCCIX achieves a -11.58% return, which is significantly higher than VIOO's -13.02% return. Over the past 10 years, DCCIX has underperformed VIOO with an annualized return of 2.88%, while VIOO has yielded a comparatively higher 6.92% annualized return.
DCCIX
-11.58%
-6.21%
-10.13%
0.76%
8.43%
2.88%
VIOO
-13.02%
-6.38%
-11.58%
-2.85%
13.02%
6.92%
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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 Rank
DCCIX
VIOO
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 0.68%, less than VIOO's 1.71% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCCIX Delaware Small Cap Core Fund | 0.68% | 0.60% | 0.58% | 0.50% | 0.20% | 0.20% | 0.41% | 0.47% | 0.10% | 0.07% | 0.00% | 0.00% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.71% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% |
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
Delaware Small Cap Core Fund (DCCIX) and Vanguard S&P Small-Cap 600 ETF (VIOO) have volatilities of 14.48% and 14.44%, 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.