VBK vs. DUSG
VBK (Vanguard Small-Cap Growth ETF) and DUSG (Dimensional U.S. Small Cap Growth ETF) are both Small Cap Growth Equities funds. VBK is passively managed, while DUSG is actively managed. A 0.73 correlation means they provide meaningful diversification when combined. VBK charges 0.05%/yr vs 0.32%/yr for DUSG.
Performance
VBK vs. DUSG - Performance Comparison
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Returns By Period
VBK
- 1D
- -1.22%
- 1M
- -1.63%
- 6M
- 6.90%
- YTD
- 14.83%
- 1Y
- 24.26%
- 3Y*
- 14.08%
- 5Y*
- 5.24%
- 10Y*
- 11.11%
DUSG
- 1D
- 0.69%
- 1M
- 0.55%
- 6M
- —
- YTD
- —
- 1Y
- —
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
VBK vs. DUSG - Yearly Performance Comparison
| 2026 (YTD) | |
|---|---|
VBK Vanguard Small-Cap Growth ETF | 1.40% |
DUSG Dimensional U.S. Small Cap Growth ETF | 3.37% |
Correlation
The correlation between VBK and DUSG is 0.73, 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 6, 2026 | 0.73 |
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Return for Risk
VBK vs. DUSG — Risk / Return Rank
VBK
DUSG
Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.
VBK vs. DUSG - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Growth ETF (VBK) and Dimensional U.S. Small Cap Growth ETF (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.
| VBK | DUSG | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | — | — | |
| Sortino ratioReturn per unit of downside risk | — | — | |
| Omega ratioGain probability vs. loss probability | 1.21 | — | — |
| Calmar ratioReturn relative to maximum drawdown | 2.13 | — | — |
| Martin ratioReturn relative to average drawdown | 7.78 | — | — |
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Drawdowns
VBK vs. DUSG - Drawdown Comparison
The maximum VBK drawdown since its inception was -58.68%, which is greater than DUSG's maximum drawdown of -4.19%. Use the drawdown chart below to compare losses from any high point for VBK and DUSG.
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Drawdown Indicators
| VBK | DUSG | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.68% | -4.19% | -54.49% |
Max Drawdown (1Y)Largest decline over 1 year | -11.44% | — | — |
Max Drawdown (3Y)Largest decline over 3 years | -27.54% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -38.39% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -38.70% | — | — |
Current DrawdownCurrent decline from peak | -5.34% | -1.66% | -3.68% |
Average DrawdownAverage peak-to-trough decline | -10.11% | -1.14% | -8.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.13% | — | — |
Volatility
VBK vs. DUSG - Volatility Comparison
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Volatility by Period
| VBK | DUSG | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.14% | — | — |
Volatility (6M)Calculated over the trailing 6-month period | 15.69% | — | — |
Volatility (1Y)Calculated over the trailing 1-year period | 20.19% | 14.63% | +5.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.66% | 14.63% | +9.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.88% | 14.63% | +8.25% |
VBK vs. DUSG - Expense Ratio Comparison
VBK has a 0.05% expense ratio, which is lower than DUSG's 0.32% expense ratio.
Dividends
VBK vs. DUSG - Dividend Comparison
VBK's dividend yield for the trailing twelve months is around 0.44%, more than DUSG's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DUSG Dimensional U.S. Small Cap Growth ETF | 0.14% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VBK Vanguard Small-Cap Growth ETF | 0.44% | 0.54% | 0.54% | 0.68% | 0.55% | 0.36% | 0.44% | 0.57% | 0.79% | 0.82% | 1.08% | 0.98% |
Frequently Asked Questions
VBK and DUSG have a correlation of 0.73, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
On fees, VBK is cheaper at 0.05% per year. The better choice depends on whether you care most about return, fees, risk, or income.
VBK is cheaper with a 0.05% expense ratio, compared with 0.32% for DUSG.
VBK has the higher dividend yield at 0.44%, compared with 0.14% for DUSG.
They also come from different issuers: Vanguard and Dimensional Fund Advisors. Their fees differ too: 0.05% for VBK and 0.32% for DUSG.
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