SCDGX vs. VFFSX
Compare and contrast key facts about DWS Core Equity Fund (SCDGX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX).
SCDGX is managed by DWS. It was launched on May 31, 1929. VFFSX is managed by Vanguard.
Performance
SCDGX vs. VFFSX - Performance Comparison
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SCDGX vs. VFFSX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCDGX DWS Core Equity Fund | -7.39% | 16.32% | 20.01% | 25.55% | -15.61% | 25.54% | 16.14% | 35.68% | -6.06% | 20.42% |
VFFSX Vanguard 500 Index Fund Institutional Select Shares | -7.06% | 17.87% | 25.00% | 26.28% | -18.14% | 29.24% | 18.35% | 31.88% | -4.42% | 20.80% |
Returns By Period
The year-to-date returns for both investments are quite close, with SCDGX having a -7.39% return and VFFSX slightly higher at -7.06%.
SCDGX
- 1D
- -0.42%
- 1M
- -7.41%
- YTD
- -7.39%
- 6M
- -4.90%
- 1Y
- 14.06%
- 3Y*
- 15.04%
- 5Y*
- 10.36%
- 10Y*
- 13.19%
VFFSX
- 1D
- -0.39%
- 1M
- -7.68%
- YTD
- -7.06%
- 6M
- -4.59%
- 1Y
- 14.44%
- 3Y*
- 17.17%
- 5Y*
- 11.40%
- 10Y*
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SCDGX vs. VFFSX - Expense Ratio Comparison
SCDGX has a 0.55% expense ratio, which is higher than VFFSX's 0.01% expense ratio.
Return for Risk
SCDGX vs. VFFSX — Risk / Return Rank
SCDGX
VFFSX
SCDGX vs. VFFSX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Core Equity Fund (SCDGX) and Vanguard 500 Index Fund Institutional Select Shares (VFFSX). 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.
| SCDGX | VFFSX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.81 | 0.84 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.28 | 1.30 | -0.02 |
Omega ratioGain probability vs. loss probability | 1.19 | 1.20 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 0.90 | 1.06 | -0.16 |
Martin ratioReturn relative to average drawdown | 4.16 | 5.14 | -0.98 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SCDGX | VFFSX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.81 | 0.84 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.61 | 0.68 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.72 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.51 | 0.75 | -0.24 |
Correlation
The correlation between SCDGX and VFFSX is 0.98, 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.
Dividends
SCDGX vs. VFFSX - Dividend Comparison
SCDGX's dividend yield for the trailing twelve months is around 11.48%, more than VFFSX's 1.24% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCDGX DWS Core Equity Fund | 11.48% | 10.50% | 9.11% | 5.12% | 9.28% | 14.09% | 6.70% | 8.88% | 14.12% | 6.15% | 6.92% | 8.72% |
VFFSX Vanguard 500 Index Fund Institutional Select Shares | 1.24% | 1.14% | 1.24% | 1.46% | 1.70% | 1.61% | 1.56% | 2.15% | 2.09% | 1.81% | 0.00% | 0.00% |
Drawdowns
SCDGX vs. VFFSX - Drawdown Comparison
The maximum SCDGX drawdown since its inception was -55.85%, which is greater than VFFSX's maximum drawdown of -33.82%. Use the drawdown chart below to compare losses from any high point for SCDGX and VFFSX.
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Drawdown Indicators
| SCDGX | VFFSX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -55.85% | -33.82% | -22.03% |
Max Drawdown (1Y)Largest decline over 1 year | -12.78% | -12.12% | -0.66% |
Max Drawdown (5Y)Largest decline over 5 years | -22.77% | -24.51% | +1.74% |
Max Drawdown (10Y)Largest decline over 10 years | -35.07% | — | — |
Current DrawdownCurrent decline from peak | -9.43% | -8.90% | -0.53% |
Average DrawdownAverage peak-to-trough decline | -8.61% | -4.57% | -4.04% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.84% | 2.49% | +0.35% |
Volatility
SCDGX vs. VFFSX - Volatility Comparison
The current volatility for DWS Core Equity Fund (SCDGX) is 3.94%, while Vanguard 500 Index Fund Institutional Select Shares (VFFSX) has a volatility of 4.24%. This indicates that SCDGX experiences smaller price fluctuations and is considered to be less risky than VFFSX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCDGX | VFFSX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 4.24% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 9.06% | 9.08% | -0.02% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.23% | 18.13% | +0.10% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.03% | 16.86% | +0.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.36% | 18.50% | -0.14% |