DHSCX vs. VTI
Compare and contrast key facts about Diamond Hill Small Cap Fund (DHSCX) and Vanguard Total Stock Market ETF (VTI).
DHSCX is managed by Diamond Hill. It was launched on Dec 29, 2000. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DHSCX or VTI.
Correlation
The correlation between DHSCX and VTI is 0.84, 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
DHSCX vs. VTI - Performance Comparison
Key characteristics
DHSCX:
0.27
VTI:
1.84
DHSCX:
0.51
VTI:
2.48
DHSCX:
1.07
VTI:
1.34
DHSCX:
0.14
VTI:
2.77
DHSCX:
0.81
VTI:
11.02
DHSCX:
7.30%
VTI:
2.16%
DHSCX:
22.04%
VTI:
12.93%
DHSCX:
-56.03%
VTI:
-55.45%
DHSCX:
-38.09%
VTI:
0.00%
Returns By Period
In the year-to-date period, DHSCX achieves a 2.87% return, which is significantly lower than VTI's 4.44% return. Over the past 10 years, DHSCX has underperformed VTI with an annualized return of -2.35%, while VTI has yielded a comparatively higher 12.69% annualized return.
DHSCX
2.87%
-0.29%
-1.12%
4.88%
-3.38%
-2.35%
VTI
4.44%
2.19%
10.73%
23.46%
13.79%
12.69%
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DHSCX vs. VTI - Expense Ratio Comparison
DHSCX has a 1.26% expense ratio, which is higher than VTI's 0.03% expense ratio.
Risk-Adjusted Performance
DHSCX vs. VTI — Risk-Adjusted Performance Rank
DHSCX
VTI
DHSCX vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Diamond Hill Small Cap Fund (DHSCX) and Vanguard Total Stock Market ETF (VTI). 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
DHSCX vs. VTI - Dividend Comparison
DHSCX's dividend yield for the trailing twelve months is around 4.98%, more than VTI's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHSCX Diamond Hill Small Cap Fund | 4.98% | 5.12% | 2.66% | 0.61% | 0.21% | 0.32% | 1.09% | 0.00% | 0.37% | 0.00% | 0.30% | 0.05% |
VTI Vanguard Total Stock Market ETF | 1.21% | 1.27% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% |
Drawdowns
DHSCX vs. VTI - Drawdown Comparison
The maximum DHSCX drawdown since its inception was -56.03%, roughly equal to the maximum VTI drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for DHSCX and VTI. For additional features, visit the drawdowns tool.
Volatility
DHSCX vs. VTI - Volatility Comparison
Diamond Hill Small Cap Fund (DHSCX) has a higher volatility of 4.19% compared to Vanguard Total Stock Market ETF (VTI) at 3.13%. This indicates that DHSCX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.