DSCGX vs. VOO
Compare and contrast key facts about DFA U.S. Small Cap Growth Portfolio (DSCGX) and Vanguard S&P 500 ETF (VOO).
DSCGX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 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 VOO.
Correlation
The correlation between DSCGX and VOO is 0.83, 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. VOO - Performance Comparison
Key characteristics
DSCGX:
-0.07
VOO:
0.32
DSCGX:
0.06
VOO:
0.57
DSCGX:
1.01
VOO:
1.08
DSCGX:
-0.06
VOO:
0.32
DSCGX:
-0.22
VOO:
1.42
DSCGX:
6.98%
VOO:
4.19%
DSCGX:
22.24%
VOO:
18.73%
DSCGX:
-43.10%
VOO:
-33.99%
DSCGX:
-19.35%
VOO:
-13.85%
Returns By Period
In the year-to-date period, DSCGX achieves a -12.08% return, which is significantly lower than VOO's -9.88% return. Over the past 10 years, DSCGX has underperformed VOO with an annualized return of 5.77%, while VOO has yielded a comparatively higher 11.61% annualized return.
DSCGX
-12.08%
-6.62%
-13.92%
-0.75%
13.15%
5.77%
VOO
-9.88%
-6.64%
-9.35%
7.75%
15.13%
11.61%
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DSCGX vs. VOO - Expense Ratio Comparison
DSCGX has a 0.32% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
DSCGX vs. VOO — Risk-Adjusted Performance Rank
DSCGX
VOO
DSCGX vs. VOO - 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 500 ETF (VOO). 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. VOO - Dividend Comparison
DSCGX's dividend yield for the trailing twelve months is around 0.74%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSCGX DFA U.S. Small Cap Growth Portfolio | 0.74% | 0.62% | 0.72% | 0.83% | 0.56% | 0.58% | 0.74% | 0.99% | 0.72% | 0.84% | 0.78% | 0.63% |
VOO Vanguard S&P 500 ETF | 1.44% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
DSCGX vs. VOO - Drawdown Comparison
The maximum DSCGX drawdown since its inception was -43.10%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for DSCGX and VOO. For additional features, visit the drawdowns tool.
Volatility
DSCGX vs. VOO - Volatility Comparison
DFA U.S. Small Cap Growth Portfolio (DSCGX) and Vanguard S&P 500 ETF (VOO) have volatilities of 13.76% and 13.31%, 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.