DUSG vs. VBK
DUSG (U.S. Small Cap Growth Portfolio: ETF Class Shares) and VBK (Vanguard Small-Cap Growth ETF) are both Small Cap Growth Equities funds. DUSG is actively managed, while VBK is passively managed. A 0.77 correlation means they provide meaningful diversification when combined. DUSG charges 0.32%/yr vs 0.05%/yr for VBK.
Performance
DUSG vs. VBK - Performance Comparison
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Returns By Period
DUSG
- 1D
- 0.22%
- 1M
- -0.04%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VBK
- 1D
- -0.13%
- 1M
- -1.68%
- 6M
- 9.08%
- YTD
- 16.25%
- 1Y
- 26.84%
- 3Y*
- 14.87%
- 5Y*
- 5.50%
- 10Y*
- 11.28%
DUSG vs. VBK - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
DUSG U.S. Small Cap Growth Portfolio: ETF Class Shares | 2.66% |
VBK Vanguard Small-Cap Growth ETF | 2.65% |
Correlation
The correlation between DUSG and VBK is 0.77, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (All Time) Calculated using the full available price history since May 6, 2026 | 0.77 |
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Return for Risk
DUSG vs. VBK — Risk / Return Rank
DUSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VBK
DUSG vs. VBK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for U.S. Small Cap Growth Portfolio: ETF Class Shares (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.
| DUSG | VBK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | — | 1.23 | — |
| Calmar ratioReturn relative to maximum drawdown | — | 2.36 | — |
| Martin ratioReturn relative to average drawdown | — | 8.65 | — |
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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.
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Drawdown Indicators
| DUSG | VBK | Difference | |
|---|---|---|---|
Max DrawdownLargest 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 DrawdownCurrent decline from peak | -2.34% | -4.17% | +1.83% |
Average DrawdownAverage peak-to-trough decline | -1.13% | -10.11% | +8.98% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | — | 3.11% | — |
Volatility
DUSG vs. VBK - Volatility Comparison
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Volatility by Period
| DUSG | VBK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | — | 5.32% | — |
Volatility (6M)Calculated over the trailing 6-month period | — | 15.64% | — |
Volatility (1Y)Calculated over the trailing 1-year period | 14.71% | 20.19% | -5.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 14.71% | 23.65% | -8.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 14.71% | 22.88% | -8.17% |
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 0.44% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUSG U.S. Small Cap Growth Portfolio: ETF Class Shares | 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 | 0.44% | 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 0.77, 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 0.44%, compared with 0.14% for DUSG.
They also come from different issuers: Dimensional Fund Advisors and Vanguard. Their fees differ too: 0.32% for DUSG and 0.05% for VBK.
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