DSCPX vs. VTWO

The year-to-date returns for both investments are quite close, with DSCPX having a -12.51% return and VTWO slightly higher at -11.92%. Over the past 10 years, DSCPX has underperformed VTWO with an annualized return of 4.35%, while VTWO has yielded a comparatively higher 5.99% annualized return.

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DSCPX has a 0.89% expense ratio, which is higher than VTWO's 0.10% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Davenport Small Cap Focus Fund (DSCPX) and Vanguard Russell 2000 ETF (VTWO). 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.

The current DSCPX Sharpe Ratio is -0.65, which is lower than the VTWO Sharpe Ratio of -0.04. The chart below compares the historical Sharpe Ratios of DSCPX and VTWO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

DSCPX's dividend yield for the trailing twelve months is around 0.74%, less than VTWO's 1.47% yield.

The maximum DSCPX drawdown since its inception was -41.99%, roughly equal to the maximum VTWO drawdown of -41.19%. Use the drawdown chart below to compare losses from any high point for DSCPX and VTWO. For additional features, visit the drawdowns tool.

Davenport Small Cap Focus Fund (DSCPX) and Vanguard Russell 2000 ETF (VTWO) have volatilities of 13.66% and 14.20%, 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.