SCVAX vs. DHSCX
SCVAX (Allspring Small Company Value Fund) and DHSCX (Diamond Hill Small Cap Fund) are both Small Cap Value Equities funds. Over the past 10 years, SCVAX returned 10.17%/yr vs 10.73%/yr for DHSCX. Their correlation of 0.92 means they have usually moved in the same direction. SCVAX charges 1.15%/yr vs 1.26%/yr for DHSCX.
Performance
SCVAX vs. DHSCX - Performance Comparison
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Returns By Period
In the year-to-date period, SCVAX achieves a 21.29% return, which is significantly lower than DHSCX's 27.58% return. Over the past 10 years, SCVAX has underperformed DHSCX with an annualized return of 10.17%, while DHSCX has yielded a comparatively higher 10.73% annualized return.
SCVAX
- 1D
- 0.05%
- 1M
- 1.04%
- 6M
- 12.48%
- YTD
- 21.29%
- 1Y
- 30.46%
- 3Y*
- 12.21%
- 5Y*
- 7.85%
- 10Y*
- 10.17%
- ALL TIME*
- 11.42%
DHSCX
- 1D
- -0.26%
- 1M
- -0.51%
- 6M
- 18.27%
- YTD
- 27.58%
- 1Y
- 42.16%
- 3Y*
- 19.16%
- 5Y*
- 13.39%
- 10Y*
- 10.73%
- ALL TIME*
- 10.16%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SCVAX vs. DHSCX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCVAX Allspring Small Company Value Fund | 21.29% | 1.75% | 8.22% | 15.19% | -12.13% | 36.81% | 1.99% | 22.20% | -14.18% | 11.58% |
DHSCX Diamond Hill Small Cap Fund | 27.58% | 11.48% | 12.75% | 23.99% | -15.11% | 32.30% | -0.54% | 21.45% | -15.23% | 10.56% |
Correlation
The correlation between SCVAX and DHSCX is 0.90, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.90 |
Correlation (3Y) Balances recent behavior with more history. | 0.92 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.94 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Dec 29, 2000 | 0.92 |
The correlation between SCVAX and DHSCX has been stable across timeframes, ranging from 0.90 to 0.94 - a consistent structural relationship.
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Return for Risk
SCVAX vs. DHSCX — Risk / Return Rank
SCVAX
DHSCX
SCVAX vs. DHSCX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Allspring Small Company Value Fund (SCVAX) and Diamond Hill Small Cap Fund (DHSCX). 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.
| SCVAX | DHSCX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.34 | ||
| Sortino ratioReturn per unit of downside risk | -0.45 | ||
| Omega ratioGain probability vs. loss probability | 1.29 | 1.35 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.40 | 3.60 | -0.20 |
| Martin ratioReturn relative to average drawdown | 10.84 | 11.79 | -0.95 |
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Drawdowns
SCVAX vs. DHSCX - Drawdown Comparison
The maximum SCVAX drawdown since its inception was -70.30%, which is greater than DHSCX's maximum drawdown of -53.15%. Use the drawdown chart below to compare losses from any high point for SCVAX and DHSCX.
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Drawdown Indicators
| SCVAX | DHSCX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.30% | -53.15% | -17.15% |
Max Drawdown (1Y)Largest decline over 1 year | -8.21% | -11.02% | +2.81% |
Max Drawdown (3Y)Largest decline over 3 years | -26.83% | -28.41% | +1.58% |
Max Drawdown (5Y)Largest decline over 5 years | -26.83% | -28.41% | +1.58% |
Max Drawdown (10Y)Largest decline over 10 years | -46.64% | -46.19% | -0.45% |
Current DrawdownCurrent decline from peak | -0.57% | -1.65% | +1.08% |
Average DrawdownAverage peak-to-trough decline | -10.55% | -8.27% | -2.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.58% | 3.36% | -0.78% |
Volatility
SCVAX vs. DHSCX - Volatility Comparison
The current volatility for Allspring Small Company Value Fund (SCVAX) is 3.56%, while Diamond Hill Small Cap Fund (DHSCX) has a volatility of 5.69%. This indicates that SCVAX experiences smaller price fluctuations and is considered to be less risky than DHSCX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCVAX | DHSCX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.56% | 5.69% | -2.13% |
Volatility (6M)Calculated over the trailing 6-month period | 11.24% | 14.06% | -2.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.83% | 19.86% | -3.03% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 20.46% | 21.48% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.12% | 22.24% | +0.88% |
SCVAX vs. DHSCX - Expense Ratio Comparison
SCVAX has a 1.15% expense ratio, which is lower than DHSCX's 1.26% expense ratio.
Dividends
SCVAX vs. DHSCX - Dividend Comparison
SCVAX's dividend yield for the trailing twelve months is around 4.85%, more than DHSCX's 4.55% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DHSCX Diamond Hill Small Cap Fund | 4.55% | 5.80% | 16.10% | 30.73% | 18.17% | 17.43% | 0.32% | 6.94% | 10.29% | 6.68% | 2.50% | 1.63% |
SCVAX Allspring Small Company Value Fund | 4.85% | 5.88% | 8.23% | 0.77% | 4.33% | 6.02% | 0.39% | 0.48% | 0.71% | 0.30% | 0.04% | 0.13% |
Frequently Asked Questions
With a correlation of 0.90, SCVAX and DHSCX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
DHSCX has higher volatility (5.69%) compared to SCVAX (3.56%). In terms of maximum drawdown, SCVAX dropped -70.30% vs DHSCX's -53.15%.
DHSCX currently has the higher Sharpe Ratio (2.00 vs 1.67), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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