VISGX vs. DSCGX

In the year-to-date period, VISGX achieves a -6.55% return, which is significantly lower than DSCGX's -3.51% return. Over the past 10 years, VISGX has outperformed DSCGX with an annualized return of 7.54%, while DSCGX has yielded a comparatively lower 6.82% annualized return.

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VISGX has a 0.19% expense ratio, which is lower than DSCGX's 0.32% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Growth Index Fund (VISGX) 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.

The current VISGX Sharpe Ratio is 0.20, which is higher than the DSCGX Sharpe Ratio of 0.13. The chart below compares the historical Sharpe Ratios of VISGX and DSCGX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

VISGX's dividend yield for the trailing twelve months is around 0.45%, less than DSCGX's 0.67% yield.

The maximum VISGX drawdown since its inception was -58.74%, which is greater than DSCGX's maximum drawdown of -43.10%. Use the drawdown chart below to compare losses from any high point for VISGX and DSCGX.

Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 6.02% compared to DFA U.S. Small Cap Growth Portfolio (DSCGX) at 5.58%. This indicates that VISGX'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.