ANVIX vs. SPLG

In the year-to-date period, ANVIX achieves a -2.26% return, which is significantly lower than SPLG's 0.89% return. Over the past 10 years, ANVIX has underperformed SPLG with an annualized return of 7.15%, while SPLG has yielded a comparatively higher 12.72% annualized return.

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ANVIX has a 0.74% expense ratio, which is higher than SPLG's 0.03% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for Virtus NFJ Large-Cap Value Fund (ANVIX) and SPDR Portfolio S&P 500 ETF (SPLG). 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 ANVIX Sharpe Ratio is 0.22, which is lower than the SPLG Sharpe Ratio of 0.73. The chart below compares the historical Sharpe Ratios of ANVIX and SPLG, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

ANVIX's dividend yield for the trailing twelve months is around 2.87%, more than SPLG's 1.29% yield.

The maximum ANVIX drawdown since its inception was -62.48%, which is greater than SPLG's maximum drawdown of -54.52%. Use the drawdown chart below to compare losses from any high point for ANVIX and SPLG.

Virtus NFJ Large-Cap Value Fund (ANVIX) and SPDR Portfolio S&P 500 ETF (SPLG) have volatilities of 4.86% and 4.80%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.