PortfoliosLab logoPortfoliosLab logo

Documentation

Upgrade your plan
DUSG vs. VBK
Performance
Return for Risk
Drawdowns
Volatility
Dividends

DUSG vs. VBK

Last updated Aug 5, 2026
Documentation

DUSG (Dimensional U.S. Small Cap Growth ETF) and VBK (Vanguard Small-Cap Growth ETF) are both Small Cap Growth Equities funds. DUSG is actively managed, while VBK is passively managed. Their 0.76 correlation means they have sometimes moved together and sometimes differently. DUSG charges 0.32%/yr vs 0.05%/yr for VBK.

Performance

DUSG vs. VBK - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Dimensional U.S. Small Cap Growth ETF (DUSG) and Vanguard Small-Cap Growth ETF (VBK). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

DUSG

1D
1.93%
1M
3.13%
6M
—
YTD
—
1Y
—
3Y*
—
5Y*
—
10Y*
—
ALL TIME*
—

VBK

1D
2.67%
1M
-0.56%
6M
13.39%
YTD
18.05%
1Y
26.63%
3Y*
16.05%
5Y*
4.90%
10Y*
11.22%
ALL TIME*
9.96%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison

PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)

DUSG

Dimensional U.S. Small Cap Growth ETF
$522.27K$298.89K$124.88K

VBK

Vanguard Small-Cap Growth ETF
$71.40M$71.58M$83.37M

DUSG vs. VBK - Yearly Performance Comparison

2026 (YTD)
DUSG
Dimensional U.S. Small Cap Growth ETF		7.14%
VBK
Vanguard Small-Cap Growth ETF		4.24%

Correlation

The correlation between DUSG and VBK is 0.76, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.

Correlation
Correlation (All Time)
Calculated using the full available price history since May 6, 2026

0.76

DUSG vs. VBK - Sectors Allocation Comparison

Sectors
DUSG
VBK

Industrials

25.2%
23.4%

Technology

18.2%
27.1%

Consumer Cyclical

16.6%
8.9%

Healthcare

12.4%
17.9%

Financial Services

9.0%
5.7%

Basic Materials

6.1%
3.1%

Consumer Defensive

5.4%
2.0%

Energy

3.5%
3.4%

Communication Services

2.9%
3.6%

Utilities

0.4%
1.1%

Real Estate

0.3%
3.7%

Industrials

DUSG
25.2%
VBK
23.4%

Technology

DUSG
18.2%
VBK
27.1%

Consumer Cyclical

DUSG
16.6%
VBK
8.9%

Healthcare

DUSG
12.4%
VBK
17.9%

Financial Services

DUSG
9.0%
VBK
5.7%

Basic Materials

DUSG
6.1%
VBK
3.1%

Consumer Defensive

DUSG
5.4%
VBK
2.0%

Energy

DUSG
3.5%
VBK
3.4%

Communication Services

DUSG
2.9%
VBK
3.6%

Utilities

DUSG
0.4%
VBK
1.1%

Real Estate

DUSG
0.3%
VBK
3.7%

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

Dimensional U.S. Small Cap Growth ETF

Vanguard Small-Cap Growth ETF

Often compared with DUSG:
DUSG vs. SSCPDUSG vs. VTWGDUSG vs. IJTDUSG vs. FSEGDUSG vs. VIOGDUSG vs. JPSEDUSG vs. DXIV
Often compared with VBK:
VBK vs. VBVBK vs. VBRVBK vs. AVUVVBK vs. VOOVBK vs. IJRVBK vs. SCHAVBK vs. VIOG

Return for Risk

DUSG vs. VBK — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.
DUSG

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

VBK
VBK Risk / Return Rank: 5151
Overall Rank
VBK Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
VBK Sortino Ratio Rank: 4646
Sortino Ratio Rank
VBK Omega Ratio Rank: 4242
Omega Ratio Rank
VBK Calmar Ratio Rank: 5959
Calmar Ratio Rank
VBK Martin Ratio Rank: 5959
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

DUSG vs. VBK - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dimensional U.S. Small Cap Growth ETF (DUSG) and Vanguard Small-Cap Growth ETF (VBK). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.

DUSGVBKDifference
Sharpe ratioReturn per unit of total volatility

—

1.31

—

Sortino ratioReturn per unit of downside risk

—

1.88

—

Omega ratioGain probability vs. loss probability

—

1.23

—

Calmar ratioReturn relative to maximum drawdown

—

2.34

—

Martin ratioReturn relative to average drawdown

—

7.88

—

DUSG vs. VBK - Sharpe Ratio Comparison

Loading charts...

Drawdowns

DUSG vs. VBK - Drawdown Comparison

The maximum DUSG drawdown since its inception was -4.19%, smaller than the maximum VBK drawdown of -58.68%. Use the drawdown chart below to compare losses from any high point for DUSG and VBK.

Loading charts...

Drawdown Indicators

DUSGVBKDifference

Max Drawdown

Largest peak-to-trough decline

-4.19%

-58.68%

+54.49%

Max Drawdown (1Y)

Largest decline over 1 year

—

-11.44%

—

Max Drawdown (3Y)

Largest decline over 3 years

—

-27.54%

—

Max Drawdown (5Y)

Largest decline over 5 years

—

-38.39%

—

Max Drawdown (10Y)

Largest decline over 10 years

—

-38.70%

—

Current Drawdown

Current decline from peak

0.00%

-2.69%

+2.69%

Average Drawdown

Average peak-to-trough decline

-1.31%

-10.10%

+8.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

—

3.39%

—

Volatility

DUSG vs. VBK - Volatility Comparison

Loading charts...

Volatility by Period

DUSGVBKDifference

Volatility (1M)

Calculated over the trailing 1-month period

—

6.07%

—

Volatility (6M)

Calculated over the trailing 6-month period

—

16.09%

—

Volatility (1Y)

Calculated over the trailing 1-year period

14.82%

20.51%

-5.69%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

14.82%

23.70%

-8.88%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

14.82%

22.93%

-8.11%

DUSG vs. VBK - Expense Ratio Comparison

DUSG has a 0.32% expense ratio, which is higher than VBK's 0.05% expense ratio.

Dividends

DUSG vs. VBK - Dividend Comparison

DUSG's dividend yield for the trailing twelve months is around 0.14%, less than VBK's 0.43% yield.

PositionTTM20252024202320222021202020192018201720162015
DUSG
Dimensional U.S. Small Cap Growth ETF		0.14%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
VBK
Vanguard Small-Cap Growth ETF		0.43%0.54%0.54%0.68%0.55%0.36%0.44%0.57%0.79%0.82%1.08%0.98%

Frequently Asked Questions

DUSG and VBK have a correlation of 0.76, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

On fees, VBK is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.

VBK is cheaper with a 0.05% expense ratio, compared with 0.32% for DUSG.

VBK has the higher dividend yield at 0.43%, compared with 0.14% for DUSG.

They also come from different issuers: Dimensional and Vanguard. Their fees differ too: 0.32% for DUSG and 0.05% for VBK.

Portfolio Optimizer

Find the right allocation for DUSG and VBK

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer