SSCVX vs. DFSV

In the year-to-date period, SSCVX achieves a -7.36% return, which is significantly higher than DFSV's -8.16% return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SSCVX has a 1.28% expense ratio, which is higher than DFSV's 0.31% expense ratio.

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.

The current SSCVX Sharpe Ratio is 0.00, which is higher than the DFSV Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of SSCVX and DFSV, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SSCVX's dividend yield for the trailing twelve months is around 22.08%, more than DFSV's 1.53% yield.

The maximum SSCVX drawdown since its inception was -64.07%, which is greater than DFSV's maximum drawdown of -28.02%. Use the drawdown chart below to compare losses from any high point for SSCVX and DFSV.

The current volatility for Columbia Select Small Cap Value Fund (SSCVX) is 6.54%, while Dimensional US Small Cap Value ETF (DFSV) has a volatility of 7.20%. 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.