VIOG vs. DSCGX
Compare and contrast key facts about Vanguard S&P Small-Cap 600 Growth ETF (VIOG) and DFA U.S. Small Cap Growth Portfolio (DSCGX).
VIOG is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Growth Index. It was launched on Sep 7, 2010. DSCGX is managed by Dimensional. It was launched on Dec 20, 2012.
Performance
VIOG vs. DSCGX - Performance Comparison
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VIOG vs. DSCGX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 2.81% | 5.40% | 9.23% | 16.92% | -21.14% | 22.49% | 19.68% | 21.16% | -4.57% | 14.70% |
DSCGX DFA U.S. Small Cap Growth Portfolio | -3.76% | 5.94% | 13.86% | 21.25% | -17.79% | 20.37% | 19.35% | 26.17% | -12.33% | 15.99% |
Returns By Period
In the year-to-date period, VIOG achieves a 2.81% return, which is significantly higher than DSCGX's -3.76% return. Over the past 10 years, VIOG has outperformed DSCGX with an annualized return of 9.89%, while DSCGX has yielded a comparatively lower 9.37% annualized return.
VIOG
- 1D
- 3.50%
- 1M
- -4.59%
- YTD
- 2.81%
- 6M
- 2.72%
- 1Y
- 17.58%
- 3Y*
- 10.75%
- 5Y*
- 3.16%
- 10Y*
- 9.89%
DSCGX
- 1D
- -1.01%
- 1M
- -9.72%
- YTD
- -3.76%
- 6M
- -3.83%
- 1Y
- 9.42%
- 3Y*
- 9.34%
- 5Y*
- 4.44%
- 10Y*
- 9.37%
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VIOG vs. DSCGX - Expense Ratio Comparison
VIOG has a 0.15% expense ratio, which is lower than DSCGX's 0.32% expense ratio.
Return for Risk
VIOG vs. DSCGX — Risk / Return Rank
VIOG
DSCGX
VIOG vs. DSCGX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard S&P Small-Cap 600 Growth ETF (VIOG) and DFA U.S. Small Cap Growth Portfolio (DSCGX). 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.
| VIOG | DSCGX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.80 | 0.47 | +0.33 |
Sortino ratioReturn per unit of downside risk | 1.28 | 0.84 | +0.44 |
Omega ratioGain probability vs. loss probability | 1.17 | 1.11 | +0.06 |
Calmar ratioReturn relative to maximum drawdown | 1.33 | 0.54 | +0.79 |
Martin ratioReturn relative to average drawdown | 5.39 | 2.04 | +3.35 |
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
| VIOG | DSCGX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.47 | +0.33 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.15 | 0.22 | -0.07 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.43 | 0.43 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.49 | +0.07 |
Correlation
The correlation between VIOG and DSCGX 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.
Dividends
VIOG vs. DSCGX - Dividend Comparison
VIOG's dividend yield for the trailing twelve months is around 0.94%, more than DSCGX's 0.60% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VIOG Vanguard S&P Small-Cap 600 Growth ETF | 0.94% | 1.04% | 1.03% | 1.15% | 1.17% | 0.69% | 0.68% | 1.09% | 0.76% | 0.87% | 0.92% | 1.04% |
DSCGX DFA U.S. Small Cap Growth Portfolio | 0.60% | 0.60% | 0.62% | 0.72% | 4.08% | 3.27% | 0.58% | 1.28% | 5.44% | 1.50% | 1.12% | 1.20% |
Drawdowns
VIOG vs. DSCGX - Drawdown Comparison
The maximum VIOG drawdown since its inception was -41.73%, roughly equal to the maximum DSCGX drawdown of -41.44%. Use the drawdown chart below to compare losses from any high point for VIOG and DSCGX.
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Drawdown Indicators
| VIOG | DSCGX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -41.73% | -41.44% | -0.29% |
Max Drawdown (1Y)Largest decline over 1 year | -13.82% | -13.40% | -0.42% |
Max Drawdown (5Y)Largest decline over 5 years | -29.15% | -31.32% | +2.17% |
Max Drawdown (10Y)Largest decline over 10 years | -41.73% | -41.44% | -0.29% |
Current DrawdownCurrent decline from peak | -5.85% | -10.99% | +5.14% |
Average DrawdownAverage peak-to-trough decline | -7.69% | -7.28% | -0.41% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.41% | 3.58% | -0.17% |
Volatility
VIOG vs. DSCGX - Volatility Comparison
Vanguard S&P Small-Cap 600 Growth ETF (VIOG) has a higher volatility of 7.21% compared to DFA U.S. Small Cap Growth Portfolio (DSCGX) at 5.47%. This indicates that VIOG's price experiences larger fluctuations and is considered to be riskier than DSCGX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| VIOG | DSCGX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.21% | 5.47% | +1.74% |
Volatility (6M)Calculated over the trailing 6-month period | 13.04% | 12.08% | +0.96% |
Volatility (1Y)Calculated over the trailing 1-year period | 22.01% | 21.43% | +0.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.54% | 20.43% | +1.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.82% | 21.75% | +1.07% |