VISGX vs. DSCGX
Compare and contrast key facts about Vanguard Small Cap Growth Index Fund (VISGX) and DFA U.S. Small Cap Growth Portfolio (DSCGX).
VISGX is managed by Vanguard. It was launched on May 21, 1998. DSCGX is managed by Dimensional Fund Advisors LP. It was launched on Dec 20, 2012.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VISGX or DSCGX.
Correlation
The correlation between VISGX and DSCGX is 0.84, 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.
Performance
VISGX vs. DSCGX - Performance Comparison
Key characteristics
VISGX:
0.24
DSCGX:
0.14
VISGX:
0.51
DSCGX:
0.36
VISGX:
1.07
DSCGX:
1.05
VISGX:
0.22
DSCGX:
0.13
VISGX:
0.69
DSCGX:
0.39
VISGX:
8.58%
DSCGX:
7.86%
VISGX:
24.59%
DSCGX:
22.63%
VISGX:
-58.74%
DSCGX:
-43.10%
VISGX:
-15.81%
DSCGX:
-14.23%
Returns By Period
In the year-to-date period, VISGX achieves a -8.70% return, which is significantly lower than DSCGX's -6.51% return. Over the past 10 years, VISGX has outperformed DSCGX with an annualized return of 7.40%, while DSCGX has yielded a comparatively lower 6.68% annualized return.
VISGX
-8.70%
12.40%
-6.54%
1.76%
7.92%
7.40%
DSCGX
-6.51%
9.68%
-7.93%
0.85%
12.92%
6.68%
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VISGX vs. DSCGX - Expense Ratio Comparison
VISGX has a 0.19% expense ratio, which is lower than DSCGX's 0.32% expense ratio.
Risk-Adjusted Performance
VISGX vs. DSCGX — Risk-Adjusted Performance Rank
VISGX
DSCGX
VISGX vs. DSCGX - Risk-Adjusted Performance Comparison
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.
Dividends
VISGX vs. DSCGX - Dividend Comparison
VISGX's dividend yield for the trailing twelve months is around 0.46%, less than DSCGX's 0.70% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VISGX Vanguard Small Cap Growth Index Fund | 0.46% | 0.42% | 0.57% | 0.46% | 0.23% | 0.35% | 0.47% | 0.65% | 0.71% | 0.97% | 0.84% | 0.85% |
DSCGX DFA U.S. Small Cap Growth Portfolio | 0.70% | 0.62% | 0.72% | 4.08% | 7.83% | 0.58% | 1.28% | 5.44% | 1.70% | 1.37% | 1.49% | 1.11% |
Drawdowns
VISGX vs. DSCGX - Drawdown Comparison
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. For additional features, visit the drawdowns tool.
Volatility
VISGX vs. DSCGX - Volatility Comparison
Vanguard Small Cap Growth Index Fund (VISGX) has a higher volatility of 12.81% compared to DFA U.S. Small Cap Growth Portfolio (DSCGX) at 11.64%. 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.