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:
0.79
VOO:
1.89
DSCGX:
1.22
VOO:
2.54
DSCGX:
1.14
VOO:
1.35
DSCGX:
1.06
VOO:
2.83
DSCGX:
3.51
VOO:
11.83
DSCGX:
3.85%
VOO:
2.02%
DSCGX:
17.08%
VOO:
12.66%
DSCGX:
-43.10%
VOO:
-33.99%
DSCGX:
-6.26%
VOO:
-0.42%
Returns By Period
In the year-to-date period, DSCGX achieves a 2.19% return, which is significantly lower than VOO's 4.17% return. Over the past 10 years, DSCGX has underperformed VOO with an annualized return of 7.67%, while VOO has yielded a comparatively higher 13.26% annualized return.
DSCGX
2.19%
-3.45%
6.38%
14.50%
9.06%
7.67%
VOO
4.17%
1.23%
10.51%
24.45%
14.68%
13.26%
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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 0.61%, less than VOO's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSCGX DFA U.S. Small Cap Growth Portfolio | 0.61% | 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 | 1.19% | 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) has a higher volatility of 3.77% compared to Vanguard S&P 500 ETF (VOO) at 2.94%. This indicates that DSCGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.