QUASX vs. DSCGX
Compare and contrast key facts about AB Small Cap Growth Portfolio (QUASX) and DFA U.S. Small Cap Growth Portfolio (DSCGX).
QUASX is managed by AllianceBernstein. It was launched on Feb 12, 1969. DSCGX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: QUASX or DSCGX.
Correlation
The correlation between QUASX and DSCGX is 0.89, 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
QUASX vs. DSCGX - Performance Comparison
Key characteristics
QUASX:
0.46
DSCGX:
0.64
QUASX:
0.77
DSCGX:
1.01
QUASX:
1.09
DSCGX:
1.12
QUASX:
0.24
DSCGX:
0.87
QUASX:
2.14
DSCGX:
2.86
QUASX:
4.55%
DSCGX:
3.89%
QUASX:
21.22%
DSCGX:
17.34%
QUASX:
-81.67%
DSCGX:
-43.10%
QUASX:
-31.77%
DSCGX:
-9.00%
Returns By Period
In the year-to-date period, QUASX achieves a -3.76% return, which is significantly lower than DSCGX's -0.80% return. Over the past 10 years, QUASX has underperformed DSCGX with an annualized return of 2.89%, while DSCGX has yielded a comparatively higher 7.30% annualized return.
QUASX
-3.76%
-10.07%
0.21%
8.03%
1.58%
2.89%
DSCGX
-0.80%
-5.99%
0.76%
10.04%
8.41%
7.30%
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QUASX vs. DSCGX - Expense Ratio Comparison
QUASX has a 1.11% expense ratio, which is higher than DSCGX's 0.32% expense ratio.
Risk-Adjusted Performance
QUASX vs. DSCGX — Risk-Adjusted Performance Rank
QUASX
DSCGX
QUASX vs. DSCGX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Growth Portfolio (QUASX) and DFA U.S. Small Cap Growth Portfolio (DSCGX). 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
QUASX vs. DSCGX - Dividend Comparison
QUASX has not paid dividends to shareholders, while DSCGX's dividend yield for the trailing twelve months is around 0.62%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
QUASX AB Small Cap Growth Portfolio | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.01% | 0.00% | 0.00% | 0.00% |
DSCGX DFA U.S. Small Cap Growth Portfolio | 0.62% | 0.62% | 0.72% | 0.83% | 0.56% | 0.58% | 0.74% | 0.99% | 0.72% | 0.84% | 0.78% | 0.63% |
Drawdowns
QUASX vs. DSCGX - Drawdown Comparison
The maximum QUASX drawdown since its inception was -81.67%, which is greater than DSCGX's maximum drawdown of -43.10%. Use the drawdown chart below to compare losses from any high point for QUASX and DSCGX. For additional features, visit the drawdowns tool.
Volatility
QUASX vs. DSCGX - Volatility Comparison
AB Small Cap Growth Portfolio (QUASX) has a higher volatility of 6.25% compared to DFA U.S. Small Cap Growth Portfolio (DSCGX) at 4.70%. This indicates that QUASX's price experiences larger fluctuations and is considered to be riskier than DSCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.