DSGGX vs. XSVM
Compare and contrast key facts about Delaware Small Cap Growth Fund (DSGGX) and Invesco S&P SmallCap Value with Momentum ETF (XSVM).
DSGGX is managed by Delaware Funds. It was launched on Jun 30, 2016. XSVM is a passively managed fund by Invesco that tracks the performance of the S&P SmallCap 600 Index. It was launched on Mar 3, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: DSGGX or XSVM.
Correlation
The correlation between DSGGX and XSVM is 0.57, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
DSGGX vs. XSVM - Performance Comparison
Key characteristics
Returns By Period
DSGGX
N/A
N/A
N/A
N/A
N/A
N/A
XSVM
-0.20%
-2.56%
0.66%
3.34%
12.73%
9.71%
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DSGGX vs. XSVM - Expense Ratio Comparison
DSGGX has a 1.03% expense ratio, which is higher than XSVM's 0.39% expense ratio.
Risk-Adjusted Performance
DSGGX vs. XSVM — Risk-Adjusted Performance Rank
DSGGX
XSVM
DSGGX vs. XSVM - 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 SmallCap Value with Momentum ETF (XSVM). 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. XSVM - Dividend Comparison
DSGGX has not paid dividends to shareholders, while XSVM's dividend yield for the trailing twelve months is around 1.69%.
| 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% |
XSVM Invesco S&P SmallCap Value with Momentum ETF | 1.69% | 1.69% | 1.31% | 1.79% | 1.23% | 1.21% | 1.22% | 2.54% | 1.90% | 2.29% | 2.68% | 1.32% |
Drawdowns
DSGGX vs. XSVM - Drawdown Comparison
Volatility
DSGGX vs. XSVM - Volatility Comparison
The current volatility for Delaware Small Cap Growth Fund (DSGGX) is 0.00%, while Invesco S&P SmallCap Value with Momentum ETF (XSVM) has a volatility of 4.57%. This indicates that DSGGX experiences smaller price fluctuations and is considered to be less risky than XSVM based on this measure. The chart below showcases a comparison of their rolling one-month volatility.