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 Fund Advisors LP. 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.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSCGX or VIOG.
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.
Performance
DSCGX vs. VIOG - Performance Comparison
Key characteristics
DSCGX:
0.82
VIOG:
0.56
DSCGX:
1.26
VIOG:
0.95
DSCGX:
1.15
VIOG:
1.11
DSCGX:
1.10
VIOG:
0.81
DSCGX:
3.66
VIOG:
2.37
DSCGX:
3.83%
VIOG:
4.46%
DSCGX:
17.07%
VIOG:
18.84%
DSCGX:
-43.10%
VIOG:
-41.73%
DSCGX:
-5.21%
VIOG:
-7.04%
Returns By Period
The year-to-date returns for both investments are quite close, with DSCGX having a 3.34% return and VIOG slightly higher at 3.43%. Over the past 10 years, DSCGX has underperformed VIOG with an annualized return of 7.79%, while VIOG has yielded a comparatively higher 9.32% annualized return.
DSCGX
3.34%
-0.54%
6.81%
15.74%
9.31%
7.79%
VIOG
3.43%
0.16%
3.36%
13.20%
8.44%
9.32%
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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.
Risk-Adjusted Performance
DSCGX vs. VIOG — Risk-Adjusted Performance Rank
DSCGX
VIOG
DSCGX vs. VIOG - Risk-Adjusted Performance 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.
Dividends
DSCGX vs. VIOG - Dividend Comparison
DSCGX's dividend yield for the trailing twelve months is around 0.60%, less than VIOG's 1.00% 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% |
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 1.00% | 1.03% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% | 0.72% |
Drawdowns
DSCGX vs. VIOG - Drawdown Comparison
The maximum DSCGX drawdown since its inception was -43.10%, 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. For additional features, visit the drawdowns tool.
Volatility
DSCGX vs. VIOG - Volatility Comparison
DFA U.S. Small Cap Growth Portfolio (DSCGX) and Vanguard S&P Small-Cap 600 Growth ETF (VIOG) have volatilities of 4.14% and 4.00%, 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.