DSCGX vs. VSGIX
Compare and contrast key facts about DFA U.S. Small Cap Growth Portfolio (DSCGX) and Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX).
DSCGX is managed by Dimensional. It was launched on Dec 20, 2012. VSGIX is managed by Vanguard. It was launched on May 24, 2000.
Performance
DSCGX vs. VSGIX - Performance Comparison
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DSCGX vs. VSGIX - 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% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.27% | 8.44% | 14.95% | 23.07% | -28.39% | 5.70% | 35.29% | 32.77% | -5.70% | 21.94% |
Returns By Period
In the year-to-date period, DSCGX achieves a -0.88% return, which is significantly lower than VSGIX's 0.27% return. Over the past 10 years, DSCGX has underperformed VSGIX with an annualized return of 9.69%, while VSGIX has yielded a comparatively higher 10.46% annualized return.
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%
VSGIX
- 1D
- 4.35%
- 1M
- -6.40%
- YTD
- 0.27%
- 6M
- 1.50%
- 1Y
- 20.19%
- 3Y*
- 12.44%
- 5Y*
- 2.17%
- 10Y*
- 10.46%
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DSCGX vs. VSGIX - Expense Ratio Comparison
DSCGX has a 0.32% expense ratio, which is higher than VSGIX's 0.06% expense ratio.
Return for Risk
DSCGX vs. VSGIX — Risk / Return Rank
DSCGX
VSGIX
DSCGX vs. VSGIX - 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 Small-Cap Growth Index Fund Institutional Shares (VSGIX). 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 | VSGIX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.59 | 0.85 | -0.26 |
Sortino ratioReturn per unit of downside risk | 1.02 | 1.34 | -0.32 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.18 | -0.05 |
Calmar ratioReturn relative to maximum drawdown | 0.83 | 1.39 | -0.56 |
Martin ratioReturn relative to average drawdown | 3.06 | 5.56 | -2.50 |
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 | VSGIX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.59 | 0.85 | -0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.23 | 0.09 | +0.14 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.46 | -0.01 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.50 | 0.38 | +0.12 |
Correlation
The correlation between DSCGX and VSGIX is 0.92, 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. VSGIX - Dividend Comparison
DSCGX's dividend yield for the trailing twelve months is around 0.58%, more than VSGIX's 0.53% 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% |
VSGIX Vanguard Small-Cap Growth Index Fund Institutional Shares | 0.53% | 0.55% | 0.55% | 0.68% | 0.56% | 0.37% | 0.45% | 0.58% | 0.80% | 0.82% | 1.09% | 0.98% |
Drawdowns
DSCGX vs. VSGIX - Drawdown Comparison
The maximum DSCGX drawdown since its inception was -41.44%, smaller than the maximum VSGIX drawdown of -58.66%. Use the drawdown chart below to compare losses from any high point for DSCGX and VSGIX.
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Drawdown Indicators
| DSCGX | VSGIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.44% | -58.66% | +17.22% |
Max Drawdown (1Y)Largest decline over 1 year | -13.40% | -14.50% | +1.10% |
Max Drawdown (5Y)Largest decline over 5 years | -31.32% | -38.36% | +7.04% |
Max Drawdown (10Y)Largest decline over 10 years | -41.44% | -38.70% | -2.74% |
Current DrawdownCurrent decline from peak | -8.33% | -7.52% | -0.81% |
Average DrawdownAverage peak-to-trough decline | -7.28% | -11.40% | +4.12% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.62% | 3.62% | 0.00% |
Volatility
DSCGX vs. VSGIX - Volatility Comparison
The current volatility for DFA U.S. Small Cap Growth Portfolio (DSCGX) is 6.43%, while Vanguard Small-Cap Growth Index Fund Institutional Shares (VSGIX) has a volatility of 8.87%. This indicates that DSCGX experiences smaller price fluctuations and is considered to be less risky than VSGIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| DSCGX | VSGIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.43% | 8.87% | -2.44% |
Volatility (6M)Calculated over the trailing 6-month period | 12.44% | 15.71% | -3.27% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.59% | 24.53% | -2.94% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.47% | 23.56% | -3.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.77% | 22.92% | -1.15% |