SSCVX vs. DFSV
Compare and contrast key facts about Columbia Select Small Cap Value Fund (SSCVX) and Dimensional US Small Cap Value ETF (DFSV).
SSCVX is managed by Columbia Threadneedle. It was launched on Apr 25, 1997. DFSV is an actively managed fund by Dimensional. It was launched on Feb 23, 2022.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SSCVX or DFSV.
Correlation
The correlation between SSCVX and DFSV is 0.96, 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
SSCVX vs. DFSV - Performance Comparison
Key characteristics
SSCVX:
-0.27
DFSV:
0.46
SSCVX:
-0.18
DFSV:
0.81
SSCVX:
0.97
DFSV:
1.10
SSCVX:
-0.25
DFSV:
0.84
SSCVX:
-0.62
DFSV:
1.84
SSCVX:
10.42%
DFSV:
4.78%
SSCVX:
24.09%
DFSV:
19.31%
SSCVX:
-69.72%
DFSV:
-17.96%
SSCVX:
-26.37%
DFSV:
-10.04%
Returns By Period
In the year-to-date period, SSCVX achieves a -2.74% return, which is significantly lower than DFSV's -1.43% return.
SSCVX
-2.74%
-5.75%
-17.62%
-7.53%
-0.12%
-1.71%
DFSV
-1.43%
-4.62%
-0.97%
8.47%
N/A
N/A
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SSCVX vs. DFSV - Expense Ratio Comparison
SSCVX has a 1.28% expense ratio, which is higher than DFSV's 0.31% expense ratio.
Risk-Adjusted Performance
SSCVX vs. DFSV — Risk-Adjusted Performance Rank
SSCVX
DFSV
SSCVX vs. DFSV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Small Cap Value Fund (SSCVX) and Dimensional US Small Cap Value ETF (DFSV). 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
SSCVX vs. DFSV - Dividend Comparison
SSCVX's dividend yield for the trailing twelve months is around 0.66%, less than DFSV's 1.33% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 0.66% | 0.64% | 0.76% | 0.84% | 0.04% | 0.02% | 0.10% | 0.10% |
DFSV Dimensional US Small Cap Value ETF | 1.33% | 1.32% | 1.29% | 0.90% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
SSCVX vs. DFSV - Drawdown Comparison
The maximum SSCVX drawdown since its inception was -69.72%, which is greater than DFSV's maximum drawdown of -17.96%. Use the drawdown chart below to compare losses from any high point for SSCVX and DFSV. For additional features, visit the drawdowns tool.
Volatility
SSCVX vs. DFSV - Volatility Comparison
The current volatility for Columbia Select Small Cap Value Fund (SSCVX) is 4.18%, while Dimensional US Small Cap Value ETF (DFSV) has a volatility of 4.54%. This indicates that SSCVX experiences smaller price fluctuations and is considered to be less risky than DFSV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.