DSGGX vs. XLG
Compare and contrast key facts about Delaware Small Cap Growth Fund (DSGGX) and Invesco S&P 500® Top 50 ETF (XLG).
DSGGX is managed by Delaware Funds. It was launched on Jun 30, 2016. XLG is a passively managed fund by Invesco that tracks the performance of the Russell Top 50 Index. It was launched on May 10, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSGGX or XLG.
Correlation
The correlation between DSGGX and XLG is 0.70, 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
DSGGX vs. XLG - Performance Comparison
Key characteristics
Returns By Period
DSGGX
N/A
N/A
N/A
N/A
N/A
N/A
XLG
-6.50%
13.87%
-5.83%
11.56%
17.08%
14.15%
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DSGGX vs. XLG - Expense Ratio Comparison
DSGGX has a 1.03% expense ratio, which is higher than XLG's 0.20% expense ratio.
Risk-Adjusted Performance
DSGGX vs. XLG — Risk-Adjusted Performance Rank
DSGGX
XLG
DSGGX vs. XLG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Delaware Small Cap Growth Fund (DSGGX) and Invesco S&P 500® Top 50 ETF (XLG). 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
DSGGX vs. XLG - Dividend Comparison
DSGGX has not paid dividends to shareholders, while XLG's dividend yield for the trailing twelve months is around 0.78%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DSGGX Delaware Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.04% | 14.45% | 17.90% | 1.35% | 40.66% | 6.39% | 3.93% | 0.00% | 0.00% |
XLG Invesco S&P 500® Top 50 ETF | 0.78% | 0.72% | 0.97% | 1.34% | 0.94% | 1.25% | 1.58% | 2.00% | 1.85% | 2.00% | 2.09% | 1.97% |
Drawdowns
DSGGX vs. XLG - Drawdown Comparison
Volatility
DSGGX vs. XLG - Volatility Comparison
The current volatility for Delaware Small Cap Growth Fund (DSGGX) is 0.00%, while Invesco S&P 500® Top 50 ETF (XLG) has a volatility of 12.26%. This indicates that DSGGX experiences smaller price fluctuations and is considered to be less risky than XLG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.