Correlation
The correlation between DDFLX and VCSH is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
DDFLX vs. VCSH
Compare and contrast key facts about Delaware Floating Rate Fund (DDFLX) and Vanguard Short-Term Corporate Bond ETF (VCSH).
DDFLX is managed by Delaware Funds by Macquarie. It was launched on Feb 25, 2010. VCSH is a passively managed fund by Vanguard that tracks the performance of the Barclays Capital U.S. 1-5 Year Corporate Index. It was launched on Nov 19, 2009.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DDFLX or VCSH.
Performance
DDFLX vs. VCSH - Performance Comparison
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Key characteristics
DDFLX:
2.52
VCSH:
2.90
DDFLX:
5.03
VCSH:
4.39
DDFLX:
2.06
VCSH:
1.62
DDFLX:
3.35
VCSH:
5.55
DDFLX:
14.67
VCSH:
15.48
DDFLX:
0.47%
VCSH:
0.46%
DDFLX:
2.74%
VCSH:
2.45%
DDFLX:
-18.08%
VCSH:
-12.86%
DDFLX:
-0.13%
VCSH:
0.00%
Returns By Period
In the year-to-date period, DDFLX achieves a 1.09% return, which is significantly lower than VCSH's 2.83% return. Over the past 10 years, DDFLX has outperformed VCSH with an annualized return of 4.70%, while VCSH has yielded a comparatively lower 2.52% annualized return.
DDFLX
1.09%
0.76%
1.77%
6.87%
8.07%
7.16%
4.70%
VCSH
2.83%
0.24%
2.71%
7.07%
4.14%
2.02%
2.52%
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DDFLX vs. VCSH - Expense Ratio Comparison
DDFLX has a 0.67% expense ratio, which is higher than VCSH's 0.04% expense ratio.
Risk-Adjusted Performance
DDFLX vs. VCSH — Risk-Adjusted Performance Rank
DDFLX
VCSH
DDFLX vs. VCSH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Floating Rate Fund (DDFLX) and Vanguard Short-Term Corporate Bond ETF (VCSH). 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.
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Dividends
DDFLX vs. VCSH - Dividend Comparison
DDFLX's dividend yield for the trailing twelve months is around 8.19%, more than VCSH's 4.10% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DDFLX Delaware Floating Rate Fund | 8.19% | 8.63% | 8.66% | 5.01% | 3.99% | 4.89% | 5.32% | 5.72% | 4.64% | 2.08% | 2.36% | 2.57% |
VCSH Vanguard Short-Term Corporate Bond ETF | 4.10% | 3.96% | 3.09% | 2.01% | 1.81% | 2.27% | 2.87% | 2.65% | 2.25% | 2.10% | 2.08% | 2.01% |
Drawdowns
DDFLX vs. VCSH - Drawdown Comparison
The maximum DDFLX drawdown since its inception was -18.08%, which is greater than VCSH's maximum drawdown of -12.86%. Use the drawdown chart below to compare losses from any high point for DDFLX and VCSH.
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Volatility
DDFLX vs. VCSH - Volatility Comparison
The current volatility for Delaware Floating Rate Fund (DDFLX) is 0.42%, while Vanguard Short-Term Corporate Bond ETF (VCSH) has a volatility of 0.71%. This indicates that DDFLX experiences smaller price fluctuations and is considered to be less risky than VCSH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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