VSCPX vs. DFEVX
Compare and contrast key facts about Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and DFA Emerging Markets Value Portfolio (DFEVX).
VSCPX is managed by Vanguard. It was launched on Dec 17, 2010. DFEVX is managed by Dimensional Fund Advisors LP. It was launched on Mar 31, 1998.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: VSCPX or DFEVX.
Correlation
The correlation between VSCPX and DFEVX is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
VSCPX vs. DFEVX - Performance Comparison
Key characteristics
VSCPX:
0.11
DFEVX:
0.45
VSCPX:
0.31
DFEVX:
0.69
VSCPX:
1.04
DFEVX:
1.09
VSCPX:
0.09
DFEVX:
0.41
VSCPX:
0.32
DFEVX:
1.17
VSCPX:
7.32%
DFEVX:
5.69%
VSCPX:
22.35%
DFEVX:
14.91%
VSCPX:
-41.81%
DFEVX:
-72.12%
VSCPX:
-16.96%
DFEVX:
-6.77%
Returns By Period
In the year-to-date period, VSCPX achieves a -10.06% return, which is significantly lower than DFEVX's 2.37% return. Over the past 10 years, VSCPX has outperformed DFEVX with an annualized return of 7.44%, while DFEVX has yielded a comparatively lower 4.02% annualized return.
VSCPX
-10.06%
-6.11%
-8.62%
0.91%
13.24%
7.44%
DFEVX
2.37%
-2.86%
-2.26%
5.97%
12.54%
4.02%
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VSCPX vs. DFEVX - Expense Ratio Comparison
VSCPX has a 0.03% expense ratio, which is lower than DFEVX's 0.45% expense ratio.
Risk-Adjusted Performance
VSCPX vs. DFEVX — Risk-Adjusted Performance Rank
VSCPX
DFEVX
VSCPX vs. DFEVX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) and DFA Emerging Markets Value Portfolio (DFEVX). 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
VSCPX vs. DFEVX - Dividend Comparison
VSCPX's dividend yield for the trailing twelve months is around 1.59%, less than DFEVX's 4.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VSCPX Vanguard Small-Cap Index Fund Institutional Plus Shares | 1.59% | 1.32% | 1.57% | 1.56% | 1.26% | 1.16% | 1.41% | 1.69% | 1.37% | 1.52% | 1.51% | 1.46% |
DFEVX DFA Emerging Markets Value Portfolio | 4.64% | 4.68% | 4.39% | 4.44% | 3.81% | 2.46% | 2.47% | 2.49% | 2.44% | 1.99% | 2.55% | 2.63% |
Drawdowns
VSCPX vs. DFEVX - Drawdown Comparison
The maximum VSCPX drawdown since its inception was -41.81%, smaller than the maximum DFEVX drawdown of -72.12%. Use the drawdown chart below to compare losses from any high point for VSCPX and DFEVX. For additional features, visit the drawdowns tool.
Volatility
VSCPX vs. DFEVX - Volatility Comparison
Vanguard Small-Cap Index Fund Institutional Plus Shares (VSCPX) has a higher volatility of 14.82% compared to DFA Emerging Markets Value Portfolio (DFEVX) at 8.35%. This indicates that VSCPX's price experiences larger fluctuations and is considered to be riskier than DFEVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.