DSCPX vs. IWM
Compare and contrast key facts about Davenport Small Cap Focus Fund (DSCPX) and iShares Russell 2000 ETF (IWM).
DSCPX is managed by Davenport. It was launched on Dec 31, 2014. IWM is a passively managed fund by iShares that tracks the performance of the Russell 2000 Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSCPX or IWM.
Correlation
The correlation between DSCPX and IWM is 0.95, 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
DSCPX vs. IWM - Performance Comparison
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Key characteristics
DSCPX:
17.58%
IWM:
24.05%
DSCPX:
-0.90%
IWM:
-59.05%
DSCPX:
0.00%
IWM:
-16.73%
Returns By Period
DSCPX
N/A
N/A
N/A
N/A
N/A
N/A
IWM
-8.92%
8.92%
-15.23%
-0.59%
11.03%
6.37%
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DSCPX vs. IWM - Expense Ratio Comparison
DSCPX has a 0.89% expense ratio, which is higher than IWM's 0.19% expense ratio.
Risk-Adjusted Performance
DSCPX vs. IWM — Risk-Adjusted Performance Rank
DSCPX
IWM
DSCPX vs. IWM - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Davenport Small Cap Focus Fund (DSCPX) and iShares Russell 2000 ETF (IWM). 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.
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Dividends
DSCPX vs. IWM - Dividend Comparison
DSCPX's dividend yield for the trailing twelve months is around 0.73%, less than IWM's 1.23% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSCPX Davenport Small Cap Focus Fund | 0.73% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWM iShares Russell 2000 ETF | 1.23% | 1.15% | 1.35% | 1.48% | 0.94% | 1.04% | 1.26% | 1.40% | 1.26% | 1.38% | 1.54% | 1.26% |
Drawdowns
DSCPX vs. IWM - Drawdown Comparison
The maximum DSCPX drawdown since its inception was -0.90%, smaller than the maximum IWM drawdown of -59.05%. Use the drawdown chart below to compare losses from any high point for DSCPX and IWM. For additional features, visit the drawdowns tool.
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Volatility
DSCPX vs. IWM - Volatility Comparison
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