DSCGX vs. SMH
Compare and contrast key facts about DFA U.S. Small Cap Growth Portfolio (DSCGX) and VanEck Vectors Semiconductor ETF (SMH).
DSCGX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012. SMH is a passively managed fund by VanEck that tracks the performance of the MVIS US Listed Semiconductor 25 Index. It was launched on Dec 20, 2011.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSCGX or SMH.
Correlation
The correlation between DSCGX and SMH is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DSCGX vs. SMH - Performance Comparison
Key characteristics
DSCGX:
0.82
SMH:
0.76
DSCGX:
1.26
SMH:
1.19
DSCGX:
1.15
SMH:
1.16
DSCGX:
1.10
SMH:
1.11
DSCGX:
3.66
SMH:
2.55
DSCGX:
3.83%
SMH:
10.80%
DSCGX:
17.07%
SMH:
36.21%
DSCGX:
-43.10%
SMH:
-83.29%
DSCGX:
-5.21%
SMH:
-8.10%
Returns By Period
In the year-to-date period, DSCGX achieves a 3.34% return, which is significantly lower than SMH's 6.26% return. Over the past 10 years, DSCGX has underperformed SMH with an annualized return of 7.79%, while SMH has yielded a comparatively higher 26.14% annualized return.
DSCGX
3.34%
-0.54%
6.81%
15.74%
9.31%
7.79%
SMH
6.26%
-0.35%
3.13%
30.69%
29.77%
26.14%
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DSCGX vs. SMH - Expense Ratio Comparison
DSCGX has a 0.32% expense ratio, which is lower than SMH's 0.35% expense ratio.
Risk-Adjusted Performance
DSCGX vs. SMH — Risk-Adjusted Performance Rank
DSCGX
SMH
DSCGX vs. SMH - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Small Cap Growth Portfolio (DSCGX) and VanEck Vectors Semiconductor ETF (SMH). 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
DSCGX vs. SMH - Dividend Comparison
DSCGX's dividend yield for the trailing twelve months is around 0.60%, more than SMH's 0.42% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSCGX DFA U.S. Small Cap Growth Portfolio | 0.60% | 0.62% | 0.72% | 0.83% | 0.56% | 0.58% | 0.74% | 0.99% | 0.72% | 0.84% | 0.78% | 0.63% |
SMH VanEck Vectors Semiconductor ETF | 0.42% | 0.44% | 0.60% | 1.18% | 0.51% | 0.69% | 1.50% | 1.88% | 1.43% | 0.80% | 2.14% | 1.16% |
Drawdowns
DSCGX vs. SMH - Drawdown Comparison
The maximum DSCGX drawdown since its inception was -43.10%, smaller than the maximum SMH drawdown of -83.29%. Use the drawdown chart below to compare losses from any high point for DSCGX and SMH. For additional features, visit the drawdowns tool.
Volatility
DSCGX vs. SMH - Volatility Comparison
The current volatility for DFA U.S. Small Cap Growth Portfolio (DSCGX) is 4.14%, while VanEck Vectors Semiconductor ETF (SMH) has a volatility of 12.44%. This indicates that DSCGX experiences smaller price fluctuations and is considered to be less risky than SMH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.