DEVLX vs. VBR

The year-to-date returns for both stocks are quite close, with DEVLX having a -3.94% return and VBR slightly lower at -4.02%. Over the past 10 years, DEVLX has underperformed VBR with an annualized return of 6.72%, while VBR has yielded a comparatively higher 7.81% annualized return.

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DEVLX has a 1.11% expense ratio, which is higher than VBR's 0.07% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Delaware Small Cap Value Fund (DEVLX) and Vanguard Small-Cap Value ETF (VBR). 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.

The current DEVLX Sharpe Ratio is 0.09, which is lower than the VBR Sharpe Ratio of 0.19. The chart below compares the historical Sharpe Ratios of DEVLX and VBR, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DEVLX's dividend yield for the trailing twelve months is around 13.19%, more than VBR's 2.23% yield.

The maximum DEVLX drawdown since its inception was -60.08%, roughly equal to the maximum VBR drawdown of -62.01%. Use the drawdown chart below to compare losses from any high point for DEVLX and VBR.

Delaware Small Cap Value Fund (DEVLX) and Vanguard Small-Cap Value ETF (VBR) have volatilities of 6.33% and 6.25%, 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.