DGRS vs. DCCIX

Last updated Aug 6, 2026

DGRS (WisdomTree U.S. SmallCap Quality Dividend Growth Fund) and DCCIX (Delaware Small Cap Core Fund) are both funds - DGRS is a Quality Factor fund tracking the WisdomTree U.S. SmallCap Quality Dividend Growth Index, while DCCIX is a Small Cap Blend Equities fund managed by Delaware Funds. Over the past 10 years, DGRS returned 9.89%/yr vs 10.52%/yr for DCCIX. Their correlation of 0.90 means they have usually moved in the same direction. DGRS charges 0.38%/yr vs 0.81%/yr for DCCIX.

Performance

DGRS vs. DCCIX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) and Delaware Small Cap Core Fund (DCCIX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, DGRS achieves a 24.80% return, which is significantly higher than DCCIX's 21.18% return. Over the past 10 years, DGRS has underperformed DCCIX with an annualized return of 9.89%, while DCCIX has yielded a comparatively higher 10.52% annualized return.

DGRS

• 1D: -0.45%
• 1M: 4.14%
• 6M: 11.54%
• YTD: 24.80%
• 1Y: 31.61%
• 3Y*: 14.16%
• 5Y*: 8.66%
• 10Y*: 9.89%
• ALL TIME*: 9.74%

DCCIX

• 1D: 1.10%
• 1M: 1.23%
• 6M: 14.13%
• YTD: 21.18%
• 1Y: 29.63%
• 3Y*: 13.49%
• 5Y*: 7.37%
• 10Y*: 10.52%
• ALL TIME*: 10.55%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

Position	Avg. Volume Value (2W)	Avg. Volume Value (1M)	Avg. Volume Value (3M)
DCCIX Delaware Small Cap Core Fund	$0.00	$0.00	$0.00
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	$3.00M	$2.54M	$1.95M

DGRS vs. DCCIX - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	24.80%	-0.43%	10.40%	21.16%	-13.11%	23.11%	7.86%	24.20%	-10.75%	7.25%
DCCIX Delaware Small Cap Core Fund	21.18%	4.59%	10.27%	14.65%	-15.94%	23.23%	14.81%	26.04%	-11.82%	14.06%

Correlation

The correlation between DGRS and DCCIX is 0.84, meaning they have usually moved in the same direction, including during past declines.

	Correlation
Correlation (1Y) Focuses on recent behavior, but can change the most.	0.84
Correlation (3Y) Balances recent behavior with more history.	0.90
Correlation (5Y) Shows whether the relationship held over a longer period.	0.91
Correlation (10Y) Provides a long-term view across more market conditions.	0.91
Correlation (All Time) Calculated using the full available price history since Jul 25, 2013	0.90

The correlation between DGRS and DCCIX has been stable across timeframes, ranging from 0.84 to 0.91 - a consistent structural relationship.

Return for Risk

DGRS vs. DCCIX — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

DGRS

DGRS Risk / Return Rank: 75
DGRS Sharpe Ratio Rank: 72
DGRS Sortino Ratio Rank: 80
DGRS Omega Ratio Rank: 70
DGRS Calmar Ratio Rank: 81
DGRS Martin Ratio Rank: 74

DCCIX

DCCIX Risk / Return Rank: 67
DCCIX Sharpe Ratio Rank: 66
DCCIX Sortino Ratio Rank: 72
DCCIX Omega Ratio Rank: 54
DCCIX Calmar Ratio Rank: 79
DCCIX Martin Ratio Rank: 68

The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DGRS vs. DCCIX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) and Delaware Small Cap Core Fund (DCCIX). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

	DGRS	DCCIX	Difference
Sharpe ratio: Return per unit of total volatility	1.87	1.82	+0.05
Sortino ratio: Return per unit of downside risk	2.89	2.70	+0.19
Omega ratio: Gain probability vs. loss probability	1.33	1.31	+0.02
Calmar ratio: Return relative to maximum drawdown	3.28	2.91	+0.37
Martin ratio: Return relative to average drawdown	10.48	9.93	+0.55

DGRS vs. DCCIX - Sharpe Ratio Comparison

The current DGRS Sharpe Ratio is 1.87, which is comparable to the DCCIX Sharpe Ratio of 1.82. The chart below compares the historical Sharpe Ratios of DGRS and DCCIX, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Drawdowns

DGRS vs. DCCIX - Drawdown Comparison

The maximum DGRS drawdown since its inception was -44.83%, smaller than the maximum DCCIX drawdown of -59.44%. Use the drawdown chart below to compare losses from any high point for DGRS and DCCIX.

Drawdown Indicators

	DGRS	DCCIX	Difference
Max Drawdown Largest peak-to-trough decline	-44.83%	-59.44%	+14.61%
Max Drawdown (1Y) Largest decline over 1 year	-9.68%	-10.35%	+0.67%
Max Drawdown (3Y) Largest decline over 3 years	-27.57%	-26.47%	-1.10%
Max Drawdown (5Y) Largest decline over 5 years	-27.57%	-26.71%	-0.86%
Max Drawdown (10Y) Largest decline over 10 years	-44.83%	-39.44%	-5.39%
Current Drawdown Current decline from peak	-0.45%	0.00%	-0.45%
Average Drawdown Average peak-to-trough decline	-6.65%	-9.24%	+2.59%
Ulcer Index Depth and duration of drawdowns from previous peaks	3.02%	3.02%	0.00%

Volatility

DGRS vs. DCCIX - Volatility Comparison

WisdomTree U.S. SmallCap Quality Dividend Growth Fund (DGRS) has a higher volatility of 4.12% compared to Delaware Small Cap Core Fund (DCCIX) at 3.82%. This indicates that DGRS's price experiences larger fluctuations and is considered to be riskier than DCCIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	DGRS	DCCIX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.12%	3.82%	+0.30%
Volatility (6M) Calculated over the trailing 6-month period	10.66%	12.12%	-1.46%
Volatility (1Y) Calculated over the trailing 1-year period	16.99%	16.67%	+0.32%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	20.22%	20.93%	-0.71%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	23.58%	22.10%	+1.48%

DGRS vs. DCCIX - Expense Ratio Comparison

DGRS has a 0.38% expense ratio, which is lower than DCCIX's 0.81% expense ratio.

Dividends

DGRS vs. DCCIX - Dividend Comparison

DGRS's dividend yield for the trailing twelve months is around 1.99%, less than DCCIX's 3.63% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
DCCIX Delaware Small Cap Core Fund	3.63%	4.40%	1.18%	4.17%	3.82%	6.35%	0.40%	2.03%	10.74%	7.97%	1.11%	3.11%
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund	1.99%	2.68%	2.15%	2.36%	2.88%	2.19%	2.32%	2.39%	2.64%	1.90%	1.82%	2.55%

Frequently Asked Questions

Can I hold both DGRS and DCCIX in my portfolio?

DGRS and DCCIX have a correlation of 0.84, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, DGRS or DCCIX?

DGRS has higher volatility (4.12%) compared to DCCIX (3.82%). In terms of maximum drawdown, DGRS dropped -44.83% vs DCCIX's -59.44%.

Which has better risk-adjusted returns?

DGRS currently has the higher Sharpe Ratio (1.87 vs 1.82), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.