DSCGX vs. VIOG
Compare and contrast key facts about DFA U.S. Small Cap Growth Portfolio (DSCGX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG).
DSCGX is managed by Dimensional. It was launched on Dec 20, 2012. VIOG is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Growth Index. It was launched on Sep 7, 2010.
Performance
DSCGX vs. VIOG - Performance Comparison
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DSCGX vs. VIOG - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DSCGX DFA U.S. Small Cap Growth Portfolio | -0.88% | 5.94% | 13.86% | 21.25% | -17.79% | 20.37% | 19.35% | 26.17% | -12.33% | 15.99% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 3.68% | 5.40% | 9.23% | 16.92% | -21.14% | 22.49% | 19.68% | 21.16% | -4.57% | 14.70% |
Returns By Period
In the year-to-date period, DSCGX achieves a -0.88% return, which is significantly lower than VIOG's 3.68% return. Both investments have delivered pretty close results over the past 10 years, with DSCGX having a 9.69% annualized return and VIOG not far ahead at 9.98%.
DSCGX
- 1D
- 2.99%
- 1M
- -7.22%
- YTD
- -0.88%
- 6M
- -1.02%
- 1Y
- 12.02%
- 3Y*
- 10.42%
- 5Y*
- 4.70%
- 10Y*
- 9.69%
VIOG
- 1D
- 0.84%
- 1M
- -4.45%
- YTD
- 3.68%
- 6M
- 3.73%
- 1Y
- 18.36%
- 3Y*
- 11.06%
- 5Y*
- 3.33%
- 10Y*
- 9.98%
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DSCGX vs. VIOG - Expense Ratio Comparison
DSCGX has a 0.32% expense ratio, which is higher than VIOG's 0.15% expense ratio.
Return for Risk
DSCGX vs. VIOG — Risk / Return Rank
DSCGX
VIOG
DSCGX vs. VIOG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DFA U.S. Small Cap Growth Portfolio (DSCGX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG). 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.
| DSCGX | VIOG | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.84 | -0.24 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.32 | -0.31 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.17 | -0.04 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.34 | -0.52 |
Martin ratioReturn relative to average drawdown | 3.06 | 5.42 | -2.36 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| DSCGX | VIOG | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.84 | -0.24 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.16 | +0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.44 | +0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.56 | -0.06 |
Correlation
The correlation between DSCGX and VIOG is 0.96, 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.
Dividends
DSCGX vs. VIOG - Dividend Comparison
DSCGX's dividend yield for the trailing twelve months is around 0.58%, less than VIOG's 0.93% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSCGX DFA U.S. Small Cap Growth Portfolio | 0.58% | 0.60% | 0.62% | 0.72% | 4.08% | 3.27% | 0.58% | 1.28% | 5.44% | 1.50% | 1.12% | 1.20% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 0.93% | 1.04% | 1.03% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% |
Drawdowns
DSCGX vs. VIOG - Drawdown Comparison
The maximum DSCGX drawdown since its inception was -41.44%, roughly equal to the maximum VIOG drawdown of -41.73%. Use the drawdown chart below to compare losses from any high point for DSCGX and VIOG.
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Drawdown Indicators
| DSCGX | VIOG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.44% | -41.73% | +0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.40% | -13.82% | +0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -29.15% | -2.17% |
Max Drawdown (10Y)Largest decline over 10 years | -41.44% | -41.73% | +0.29% |
Current DrawdownCurrent decline from peak | -8.33% | -5.05% | -3.28% |
Average DrawdownAverage peak-to-trough decline | -7.28% | -7.69% | +0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 3.43% | +0.19% |
Volatility
DSCGX vs. VIOG - Volatility Comparison
The current volatility for DFA U.S. Small Cap Growth Portfolio (DSCGX) is 6.43%, while Vanguard S&P Small-Cap 600 Growth ETF (VIOG) has a volatility of 7.22%. This indicates that DSCGX experiences smaller price fluctuations and is considered to be less risky than VIOG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSCGX | VIOG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.43% | 7.22% | -0.79% |
Volatility (6M)Calculated over the trailing 6-month period | 12.44% | 13.07% | -0.63% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.59% | 22.01% | -0.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.47% | 21.53% | -1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.77% | 22.82% | -1.05% |