CIPSX vs. VBR
Compare and contrast key facts about Champlain Small Company Fund (CIPSX) and Vanguard Small-Cap Value ETF (VBR).
CIPSX is managed by Champlain Funds. It was launched on Nov 30, 2004. VBR is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap Value Index. It was launched on Jan 26, 2004.
Performance
CIPSX vs. VBR - Performance Comparison
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CIPSX vs. VBR - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CIPSX Champlain Small Company Fund | -8.01% | -22.88% | 23.09% | 14.01% | -20.83% | 12.37% | 24.14% | 25.02% | -3.35% | 10.56% |
VBR Vanguard Small-Cap Value ETF | 3.59% | 9.09% | 12.40% | 16.00% | -9.38% | 28.08% | 5.90% | 22.78% | -12.28% | 11.81% |
Returns By Period
In the year-to-date period, CIPSX achieves a -8.01% return, which is significantly lower than VBR's 3.59% return. Over the past 10 years, CIPSX has underperformed VBR with an annualized return of 6.70%, while VBR has yielded a comparatively higher 10.14% annualized return.
CIPSX
- 1D
- 2.24%
- 1M
- -9.04%
- YTD
- -8.01%
- 6M
- -26.19%
- 1Y
- -24.46%
- 3Y*
- -1.55%
- 5Y*
- -3.53%
- 10Y*
- 6.70%
VBR
- 1D
- 0.41%
- 1M
- -4.79%
- YTD
- 3.59%
- 6M
- 5.25%
- 1Y
- 19.13%
- 3Y*
- 13.58%
- 5Y*
- 7.64%
- 10Y*
- 10.14%
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CIPSX vs. VBR - Expense Ratio Comparison
CIPSX has a 1.26% expense ratio, which is higher than VBR's 0.07% expense ratio.
Return for Risk
CIPSX vs. VBR — Risk / Return Rank
CIPSX
VBR
CIPSX vs. VBR - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Champlain Small Company Fund (CIPSX) and Vanguard Small-Cap Value ETF (VBR). 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.
| CIPSX | VBR | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | -0.82 | 0.93 | -1.75 |
Sortino ratioReturn per unit of downside risk | -0.94 | 1.43 | -2.38 |
Omega ratioGain probability vs. loss probability | 0.84 | 1.19 | -0.35 |
Calmar ratioReturn relative to maximum drawdown | -0.81 | 1.37 | -2.18 |
Martin ratioReturn relative to average drawdown | -1.92 | 5.62 | -7.54 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CIPSX | VBR | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.82 | 0.93 | -1.75 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.16 | 0.39 | -0.54 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.31 | 0.47 | -0.16 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.37 | 0.40 | -0.04 |
Correlation
The correlation between CIPSX and VBR is 0.91, 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.
Dividends
CIPSX vs. VBR - Dividend Comparison
CIPSX has not paid dividends to shareholders, while VBR's dividend yield for the trailing twelve months is around 1.90%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CIPSX Champlain Small Company Fund | 0.00% | 0.00% | 16.74% | 6.39% | 0.36% | 4.45% | 6.11% | 7.96% | 13.29% | 9.78% | 2.72% | 2.67% |
VBR Vanguard Small-Cap Value ETF | 1.90% | 1.95% | 1.98% | 2.12% | 2.03% | 1.75% | 1.68% | 2.06% | 2.35% | 1.79% | 1.77% | 1.99% |
Drawdowns
CIPSX vs. VBR - Drawdown Comparison
The maximum CIPSX drawdown since its inception was -46.42%, smaller than the maximum VBR drawdown of -61.98%. Use the drawdown chart below to compare losses from any high point for CIPSX and VBR.
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Drawdown Indicators
| CIPSX | VBR | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.42% | -61.98% | +15.56% |
Max Drawdown (1Y)Largest decline over 1 year | -31.56% | -14.18% | -17.38% |
Max Drawdown (5Y)Largest decline over 5 years | -34.62% | -24.19% | -10.43% |
Max Drawdown (10Y)Largest decline over 10 years | -36.09% | -45.28% | +9.19% |
Current DrawdownCurrent decline from peak | -31.78% | -5.75% | -26.03% |
Average DrawdownAverage peak-to-trough decline | -8.31% | -8.32% | +0.01% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.38% | 3.46% | +9.92% |
Volatility
CIPSX vs. VBR - Volatility Comparison
Champlain Small Company Fund (CIPSX) has a higher volatility of 5.75% compared to Vanguard Small-Cap Value ETF (VBR) at 5.40%. This indicates that CIPSX's price experiences larger fluctuations and is considered to be riskier than VBR based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CIPSX | VBR | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.75% | 5.40% | +0.35% |
Volatility (6M)Calculated over the trailing 6-month period | 24.47% | 11.29% | +13.18% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.28% | 20.64% | +8.64% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 22.50% | 19.85% | +2.65% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.80% | 21.73% | +0.07% |