SCGSX vs. VUG
Compare and contrast key facts about DWS Capital Growth Fund (SCGSX) and Vanguard Growth ETF (VUG).
SCGSX is managed by DWS. It was launched on Jul 14, 2000. VUG is a passively managed fund by Vanguard that tracks the performance of the CRSP U.S. Large Cap Growth Index. It was launched on Jan 26, 2004.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SCGSX or VUG.
Correlation
The correlation between SCGSX and VUG 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
SCGSX vs. VUG - Performance Comparison
Key characteristics
SCGSX:
0.79
VUG:
1.71
SCGSX:
1.07
VUG:
2.27
SCGSX:
1.17
VUG:
1.31
SCGSX:
0.61
VUG:
2.30
SCGSX:
3.64
VUG:
8.84
SCGSX:
3.88%
VUG:
3.38%
SCGSX:
17.96%
VUG:
17.51%
SCGSX:
-60.00%
VUG:
-50.68%
SCGSX:
-12.51%
VUG:
-5.55%
Returns By Period
In the year-to-date period, SCGSX achieves a -0.86% return, which is significantly higher than VUG's -1.61% return. Over the past 10 years, SCGSX has underperformed VUG with an annualized return of 5.76%, while VUG has yielded a comparatively higher 15.84% annualized return.
SCGSX
-0.86%
-3.70%
-4.34%
14.10%
6.56%
5.76%
VUG
-1.61%
-4.57%
4.61%
29.76%
16.97%
15.84%
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SCGSX vs. VUG - Expense Ratio Comparison
SCGSX has a 0.66% expense ratio, which is higher than VUG's 0.04% expense ratio.
Risk-Adjusted Performance
SCGSX vs. VUG — Risk-Adjusted Performance Rank
SCGSX
VUG
SCGSX vs. VUG - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for DWS Capital Growth Fund (SCGSX) and Vanguard Growth ETF (VUG). 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
SCGSX vs. VUG - Dividend Comparison
SCGSX has not paid dividends to shareholders, while VUG's dividend yield for the trailing twelve months is around 0.47%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCGSX DWS Capital Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.10% | 0.31% | 0.29% | 0.69% | 0.53% | 0.57% | 0.44% |
VUG Vanguard Growth ETF | 0.47% | 0.47% | 0.58% | 0.70% | 0.48% | 0.66% | 0.95% | 1.32% | 1.14% | 1.39% | 1.30% | 1.21% |
Drawdowns
SCGSX vs. VUG - Drawdown Comparison
The maximum SCGSX drawdown since its inception was -60.00%, which is greater than VUG's maximum drawdown of -50.68%. Use the drawdown chart below to compare losses from any high point for SCGSX and VUG. For additional features, visit the drawdowns tool.
Volatility
SCGSX vs. VUG - Volatility Comparison
DWS Capital Growth Fund (SCGSX) has a higher volatility of 10.17% compared to Vanguard Growth ETF (VUG) at 5.67%. This indicates that SCGSX's price experiences larger fluctuations and is considered to be riskier than VUG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.