BVEFX vs. SMVLX
BVEFX (Becker Equity Fund) and SMVLX (Smead Value Fund) are both Large Cap Value Equities funds. Over the past 10 years, BVEFX returned 11.16%/yr vs 12.68%/yr for SMVLX. Their correlation of 0.87 means they have usually moved in the same direction. BVEFX charges 0.78%/yr vs 1.26%/yr for SMVLX.
Performance
BVEFX vs. SMVLX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, BVEFX achieves a 13.01% return, which is significantly lower than SMVLX's 21.13% return. Over the past 10 years, BVEFX has underperformed SMVLX with an annualized return of 11.16%, while SMVLX has yielded a comparatively higher 12.68% annualized return.
BVEFX
- 1D
- 0.65%
- 1M
- 0.92%
- 6M
- 8.55%
- YTD
- 13.01%
- 1Y
- 19.70%
- 3Y*
- 14.75%
- 5Y*
- 10.14%
- 10Y*
- 11.16%
- ALL TIME*
- 9.67%
SMVLX
- 1D
- -0.25%
- 1M
- 3.21%
- 6M
- 16.20%
- YTD
- 21.13%
- 1Y
- 31.71%
- 3Y*
- 12.65%
- 5Y*
- 10.62%
- 10Y*
- 12.68%
- ALL TIME*
- 13.65%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
BVEFX Becker Equity Fund | $0.00 | $0.00 | $0.00 |
SMVLX Smead Value Fund | $0.00 | $0.00 | $0.00 |
BVEFX vs. SMVLX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
BVEFX Becker Equity Fund | 13.01% | 13.13% | 16.05% | 9.53% | -7.51% | 29.35% | 4.04% | 23.05% | -13.68% | 15.19% |
SMVLX Smead Value Fund | 21.13% | 5.05% | 4.78% | 16.87% | -2.79% | 42.46% | 1.71% | 26.29% | -4.79% | 19.73% |
Correlation
The correlation between BVEFX and SMVLX is 0.57, which is moderate. They have sometimes moved together and sometimes differently, sharing some price drivers without tracking each other closely.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.57 |
Correlation (3Y) Balances recent behavior with more history. | 0.72 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.80 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.83 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2009 | 0.87 |
Over the past year, the correlation between BVEFX and SMVLX has dropped to 0.57 - well below their long-term average of 0.87, suggesting their price drivers have been diverging.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
BVEFX vs. SMVLX — Risk / Return Rank
BVEFX
SMVLX
BVEFX vs. SMVLX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Becker Equity Fund (BVEFX) and Smead Value Fund (SMVLX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BVEFX | SMVLX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.44 | ||
| Sortino ratioReturn per unit of downside risk | -0.68 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.38 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 2.52 | 5.07 | -2.55 |
| Martin ratioReturn relative to average drawdown | 10.36 | 15.11 | -4.75 |
Loading charts...
Drawdowns
BVEFX vs. SMVLX - Drawdown Comparison
The maximum BVEFX drawdown since its inception was -50.63%, which is greater than SMVLX's maximum drawdown of -39.56%. Use the drawdown chart below to compare losses from any high point for BVEFX and SMVLX.
Loading charts...
Drawdown Indicators
| BVEFX | SMVLX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -50.63% | -39.56% | -11.07% |
Max Drawdown (1Y)Largest decline over 1 year | -7.17% | -5.90% | -1.27% |
Max Drawdown (3Y)Largest decline over 3 years | -13.56% | -24.62% | +11.06% |
Max Drawdown (5Y)Largest decline over 5 years | -19.86% | -24.62% | +4.76% |
Max Drawdown (10Y)Largest decline over 10 years | -33.88% | -39.56% | +5.68% |
Current DrawdownCurrent decline from peak | -0.64% | -0.34% | -0.30% |
Average DrawdownAverage peak-to-trough decline | -6.43% | -4.56% | -1.87% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 1.74% | 1.98% | -0.24% |
Volatility
BVEFX vs. SMVLX - Volatility Comparison
The current volatility for Becker Equity Fund (BVEFX) is 2.58%, while Smead Value Fund (SMVLX) has a volatility of 3.12%. This indicates that BVEFX experiences smaller price fluctuations and is considered to be less risky than SMVLX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| BVEFX | SMVLX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 2.58% | 3.12% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 7.82% | 8.42% | -0.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 10.20% | 13.62% | -3.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 13.83% | 18.27% | -4.44% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 16.23% | 19.43% | -3.20% |
BVEFX vs. SMVLX - Expense Ratio Comparison
BVEFX has a 0.78% expense ratio, which is lower than SMVLX's 1.26% expense ratio.
Dividends
BVEFX vs. SMVLX - Dividend Comparison
BVEFX's dividend yield for the trailing twelve months is around 8.65%, more than SMVLX's 1.38% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BVEFX Becker Equity Fund | 8.65% | 9.78% | 6.31% | 11.75% | 8.46% | 12.00% | 2.41% | 2.21% | 9.17% | 5.06% | 15.31% | 8.18% |
SMVLX Smead Value Fund | 1.38% | 1.67% | 1.08% | 1.34% | 1.78% | 3.91% | 1.40% | 3.83% | 7.47% | 0.22% | 3.14% | 3.10% |
Frequently Asked Questions
BVEFX and SMVLX have a correlation of 0.57, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMVLX has higher volatility (3.12%) compared to BVEFX (2.58%). In terms of maximum drawdown, BVEFX dropped -50.63% vs SMVLX's -39.56%.
SMVLX currently has the higher Sharpe Ratio (2.21 vs 1.77), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for BVEFX and SMVLX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer