SSCP vs. DUSG

Last updated Jul 16, 2026

SSCP (SMART Small Cap ETF) and DUSG (U.S. Small Cap Growth Portfolio: ETF Class Shares) are both Small Cap Growth Equities funds. Both are actively managed. A 0.57 correlation means they provide meaningful diversification when combined. SSCP charges 0.79%/yr vs 0.32%/yr for DUSG.

Performance

SSCP vs. DUSG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in SMART Small Cap ETF (SSCP) and U.S. Small Cap Growth Portfolio: ETF Class Shares (DUSG). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SSCP

• 1D: 0.13%
• 1M: 2.35%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

DUSG

• 1D: 0.22%
• 1M: -0.04%
• 6M: —
• YTD: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

SSCP vs. DUSG - Yearly Performance Comparison

	2026 (YTD)
SSCP SMART Small Cap ETF	4.45%
DUSG U.S. Small Cap Growth Portfolio: ETF Class Shares	3.64%

Correlation

The correlation between SSCP and DUSG is 0.57, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 12, 2026	0.57

Return for Risk

SSCP vs. DUSG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for SMART Small Cap ETF (SSCP) and U.S. Small Cap Growth Portfolio: ETF Class Shares (DUSG). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Drawdowns

SSCP vs. DUSG - Drawdown Comparison

The maximum SSCP drawdown since its inception was -4.50%, which is greater than DUSG's maximum drawdown of -4.19%. Use the drawdown chart below to compare losses from any high point for SSCP and DUSG.

Drawdown Indicators

	SSCP	DUSG	Difference
Max Drawdown Largest peak-to-trough decline	-4.50%	-4.19%	-0.31%
Current Drawdown Current decline from peak	-1.46%	-2.34%	+0.88%
Average Drawdown Average peak-to-trough decline	-1.13%	-1.13%	0.00%

Volatility

Volatility by Period

	SSCP	DUSG	Difference
Volatility (1Y) Calculated over the trailing 1-year period	19.32%	14.71%	+4.61%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.32%	14.71%	+4.61%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	19.32%	14.71%	+4.61%

SSCP vs. DUSG - Expense Ratio Comparison

SSCP has a 0.79% expense ratio, which is higher than DUSG's 0.32% expense ratio.

Dividends

SSCP vs. DUSG - Dividend Comparison

SSCP has not paid dividends to shareholders, while DUSG's dividend yield for the trailing twelve months is around 0.14%.

Position	TTM
DUSG U.S. Small Cap Growth Portfolio: ETF Class Shares	0.14%
SSCP SMART Small Cap ETF	0.00%

Frequently Asked Questions

Can I hold both SSCP and DUSG in my portfolio?

SSCP and DUSG have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which ETF is better, SSCP or DUSG?

On fees, DUSG is cheaper at 0.32% per year. The better choice depends on whether you care most about return, fees, risk, or income.

Which ETF is cheaper, SSCP or DUSG?

DUSG is cheaper with a 0.32% expense ratio, compared with 0.79% for SSCP.

Which ETF pays a higher dividend yield, SSCP or DUSG?

DUSG has the higher dividend yield at 0.14%, compared with 0.00% for SSCP.

What is the main difference between SSCP and DUSG?

They also come from different issuers: SmartWay ETFs and Dimensional Fund Advisors. Their fees differ too: 0.79% for SSCP and 0.32% for DUSG.