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 0.94, 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
Key characteristics
DCCIX:
0.60
VIOO:
0.45
DCCIX:
0.99
VIOO:
0.78
DCCIX:
1.12
VIOO:
1.09
DCCIX:
0.45
VIOO:
0.71
DCCIX:
2.75
VIOO:
1.93
DCCIX:
3.96%
VIOO:
4.41%
DCCIX:
18.28%
VIOO:
19.01%
DCCIX:
-61.10%
VIOO:
-44.15%
DCCIX:
-12.59%
VIOO:
-10.54%
Returns By Period
In the year-to-date period, DCCIX achieves a -1.12% return, which is significantly higher than VIOO's -1.90% return. Over the past 10 years, DCCIX has underperformed VIOO with an annualized return of 4.15%, while VIOO has yielded a comparatively higher 8.46% annualized return.
DCCIX
-1.12%
-5.56%
-0.42%
10.58%
5.10%
4.15%
VIOO
-1.90%
-5.05%
-1.60%
8.65%
8.14%
8.46%
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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 0.61%, less than VIOO's 1.51% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DCCIX Delaware Small Cap Core Fund | 0.61% | 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 | 1.51% | 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
The current volatility for Delaware Small Cap Core Fund (DCCIX) is 4.19%, while Vanguard S&P Small-Cap 600 ETF (VIOO) has a volatility of 4.66%. 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.