SSCVX vs. DFSVX
Compare and contrast key facts about Columbia Select Small Cap Value Fund (SSCVX) and DFA U.S. Small Cap Value Portfolio I (DFSVX).
SSCVX is managed by Columbia. It was launched on Apr 25, 1997. DFSVX is managed by Dimensional. It was launched on Mar 2, 1993.
Performance
SSCVX vs. DFSVX - Performance Comparison
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SSCVX vs. DFSVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 5.82% | 5.46% | 12.33% | 12.47% | -15.35% | 31.25% | 9.61% | 18.76% | -13.70% | 12.65% |
DFSVX DFA U.S. Small Cap Value Portfolio I | 4.70% | 8.37% | 9.58% | 19.02% | -3.57% | 39.97% | 2.24% | 18.15% | -15.13% | 6.82% |
Returns By Period
In the year-to-date period, SSCVX achieves a 5.82% return, which is significantly higher than DFSVX's 4.70% return. Over the past 10 years, SSCVX has underperformed DFSVX with an annualized return of 8.32%, while DFSVX has yielded a comparatively higher 10.61% annualized return.
SSCVX
- 1D
- -1.40%
- 1M
- -6.22%
- YTD
- 5.82%
- 6M
- 6.09%
- 1Y
- 22.66%
- 3Y*
- 11.20%
- 5Y*
- 5.67%
- 10Y*
- 8.32%
DFSVX
- 1D
- -0.56%
- 1M
- -5.28%
- YTD
- 4.70%
- 6M
- 8.23%
- 1Y
- 23.60%
- 3Y*
- 13.98%
- 5Y*
- 9.57%
- 10Y*
- 10.61%
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SSCVX vs. DFSVX - Expense Ratio Comparison
SSCVX has a 1.28% expense ratio, which is higher than DFSVX's 0.30% expense ratio.
Return for Risk
SSCVX vs. DFSVX — Risk / Return Rank
SSCVX
DFSVX
SSCVX vs. DFSVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Columbia Select Small Cap Value Fund (SSCVX) and DFA U.S. Small Cap Value Portfolio I (DFSVX). 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.
| SSCVX | DFSVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.00 | 1.03 | -0.03 |
Sortino ratioReturn per unit of downside risk | 1.51 | 1.55 | -0.04 |
Omega ratioGain probability vs. loss probability | 1.21 | 1.22 | -0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.32 | 1.34 | -0.02 |
Martin ratioReturn relative to average drawdown | 5.44 | 4.99 | +0.45 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| SSCVX | DFSVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.00 | 1.03 | -0.03 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.27 | 0.44 | -0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.36 | 0.45 | -0.09 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.31 | 0.51 | -0.20 |
Correlation
The correlation between SSCVX and DFSVX is 0.92, 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.
Dividends
SSCVX vs. DFSVX - Dividend Comparison
SSCVX's dividend yield for the trailing twelve months is around 10.36%, more than DFSVX's 1.66% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SSCVX Columbia Select Small Cap Value Fund | 10.36% | 10.96% | 20.45% | 6.56% | 4.62% | 6.64% | 6.45% | 0.12% | 7.59% | 13.50% | 6.18% | 12.44% |
DFSVX DFA U.S. Small Cap Value Portfolio I | 1.66% | 1.69% | 1.47% | 3.67% | 6.77% | 10.40% | 1.96% | 2.83% | 7.54% | 5.18% | 4.18% | 5.29% |
Drawdowns
SSCVX vs. DFSVX - Drawdown Comparison
The maximum SSCVX drawdown since its inception was -65.34%, roughly equal to the maximum DFSVX drawdown of -66.70%. Use the drawdown chart below to compare losses from any high point for SSCVX and DFSVX.
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Drawdown Indicators
| SSCVX | DFSVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.34% | -66.70% | +1.36% |
Max Drawdown (1Y)Largest decline over 1 year | -15.41% | -15.11% | -0.30% |
Max Drawdown (5Y)Largest decline over 5 years | -29.22% | -27.69% | -1.53% |
Max Drawdown (10Y)Largest decline over 10 years | -48.87% | -52.12% | +3.25% |
Current DrawdownCurrent decline from peak | -7.88% | -7.77% | -0.11% |
Average DrawdownAverage peak-to-trough decline | -11.91% | -9.51% | -2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.74% | 4.14% | -0.40% |
Volatility
SSCVX vs. DFSVX - Volatility Comparison
Columbia Select Small Cap Value Fund (SSCVX) has a higher volatility of 6.07% compared to DFA U.S. Small Cap Value Portfolio I (DFSVX) at 5.00%. This indicates that SSCVX's price experiences larger fluctuations and is considered to be riskier than DFSVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SSCVX | DFSVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.07% | 5.00% | +1.07% |
Volatility (6M)Calculated over the trailing 6-month period | 12.52% | 12.75% | -0.23% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.83% | 23.31% | -0.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.18% | 21.67% | -0.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.44% | 23.92% | -0.48% |