SCDGX vs. VOO
Compare and contrast key facts about DWS Core Equity Fund (SCDGX) and Vanguard S&P 500 ETF (VOO).
SCDGX is managed by DWS. It was launched on May 31, 1929. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCDGX or VOO.
Correlation
The correlation between SCDGX and VOO is 0.97, 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
SCDGX vs. VOO - Performance Comparison
Key characteristics
SCDGX:
0.71
VOO:
1.88
SCDGX:
0.97
VOO:
2.52
SCDGX:
1.15
VOO:
1.35
SCDGX:
0.64
VOO:
2.83
SCDGX:
2.92
VOO:
11.96
SCDGX:
3.67%
VOO:
2.00%
SCDGX:
15.02%
VOO:
12.70%
SCDGX:
-68.79%
VOO:
-33.99%
SCDGX:
-12.18%
VOO:
-3.91%
Returns By Period
In the year-to-date period, SCDGX achieves a -0.26% return, which is significantly higher than VOO's -0.66% return. Over the past 10 years, SCDGX has underperformed VOO with an annualized return of 4.83%, while VOO has yielded a comparatively higher 13.26% annualized return.
SCDGX
-0.26%
-10.71%
-5.96%
10.61%
4.23%
4.83%
VOO
-0.66%
-3.35%
3.78%
23.82%
13.79%
13.26%
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SCDGX vs. VOO - Expense Ratio Comparison
SCDGX has a 0.55% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
SCDGX vs. VOO — Risk-Adjusted Performance Rank
SCDGX
VOO
SCDGX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Core Equity Fund (SCDGX) and Vanguard S&P 500 ETF (VOO). 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
SCDGX vs. VOO - Dividend Comparison
SCDGX's dividend yield for the trailing twelve months is around 0.86%, less than VOO's 1.25% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCDGX DWS Core Equity Fund | 0.86% | 0.86% | 0.92% | 1.01% | 0.85% | 1.05% | 1.28% | 1.47% | 1.08% | 1.26% | 0.93% | 0.71% |
VOO Vanguard S&P 500 ETF | 1.25% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
SCDGX vs. VOO - Drawdown Comparison
The maximum SCDGX drawdown since its inception was -68.79%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for SCDGX and VOO. For additional features, visit the drawdowns tool.
Volatility
SCDGX vs. VOO - Volatility Comparison
DWS Core Equity Fund (SCDGX) has a higher volatility of 8.62% compared to Vanguard S&P 500 ETF (VOO) at 4.56%. This indicates that SCDGX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.