HRVIX vs. SCYVX
HRVIX (Heartland Value Plus Fund) and SCYVX (AB Small Cap Value Portfolio) are both Small Cap Value Equities funds. Over the past 10 years, HRVIX returned 9.06%/yr vs 9.18%/yr for SCYVX. Their correlation of 0.93 suggests significant overlap in exposure. HRVIX charges 1.15%/yr vs 0.92%/yr for SCYVX.
Performance
HRVIX vs. SCYVX - Performance Comparison
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Returns By Period
In the year-to-date period, HRVIX achieves a 21.42% return, which is significantly lower than SCYVX's 26.45% return. Both investments have delivered pretty close results over the past 10 years, with HRVIX having a 9.06% annualized return and SCYVX not far ahead at 9.18%.
HRVIX
- 1D
- 0.48%
- 1M
- -0.07%
- 6M
- 14.25%
- YTD
- 21.42%
- 1Y
- 29.97%
- 3Y*
- 7.08%
- 5Y*
- 4.17%
- 10Y*
- 9.06%
SCYVX
- 1D
- -0.11%
- 1M
- 1.94%
- 6M
- 18.73%
- YTD
- 26.45%
- 1Y
- 31.30%
- 3Y*
- 14.23%
- 5Y*
- 6.50%
- 10Y*
- 9.18%
HRVIX vs. SCYVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
HRVIX Heartland Value Plus Fund | 21.42% | 1.06% | -0.28% | 1.83% | -4.99% | 24.89% | 12.62% | 26.00% | -13.12% | 9.81% |
SCYVX AB Small Cap Value Portfolio | 26.45% | -0.02% | 11.46% | 7.82% | -16.68% | 35.56% | 3.45% | 25.72% | -16.43% | 8.97% |
Correlation
The correlation between HRVIX and SCYVX is 0.91, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.91 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.93 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.94 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.93 |
The correlation between HRVIX and SCYVX has been stable across timeframes, ranging from 0.91 to 0.94 - a consistent structural relationship.
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Return for Risk
HRVIX vs. SCYVX — Risk / Return Rank
HRVIX
SCYVX
HRVIX vs. SCYVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Heartland Value Plus Fund (HRVIX) and AB Small Cap Value Portfolio (SCYVX). 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.
| HRVIX | SCYVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.07 | ||
| Sortino ratioReturn per unit of downside risk | -0.05 | ||
| Omega ratioGain probability vs. loss probability | 1.28 | 1.29 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.27 | 3.24 | -0.96 |
| Martin ratioReturn relative to average drawdown | 7.50 | 9.59 | -2.09 |
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Drawdowns
HRVIX vs. SCYVX - Drawdown Comparison
The maximum HRVIX drawdown since its inception was -46.82%, roughly equal to the maximum SCYVX drawdown of -47.74%. Use the drawdown chart below to compare losses from any high point for HRVIX and SCYVX.
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Drawdown Indicators
| HRVIX | SCYVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -46.82% | -47.74% | +0.92% |
Max Drawdown (1Y)Largest decline over 1 year | -11.97% | -8.71% | -3.26% |
Max Drawdown (3Y)Largest decline over 3 years | -28.50% | -27.12% | -1.38% |
Max Drawdown (5Y)Largest decline over 5 years | -28.50% | -29.12% | +0.62% |
Max Drawdown (10Y)Largest decline over 10 years | -36.47% | -47.74% | +11.27% |
Current DrawdownCurrent decline from peak | -2.98% | -1.70% | -1.28% |
Average DrawdownAverage peak-to-trough decline | -8.59% | -9.37% | +0.78% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.63% | 2.94% | +0.69% |
Volatility
HRVIX vs. SCYVX - Volatility Comparison
Heartland Value Plus Fund (HRVIX) has a higher volatility of 4.17% compared to AB Small Cap Value Portfolio (SCYVX) at 3.94%. This indicates that HRVIX's price experiences larger fluctuations and is considered to be riskier than SCYVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| HRVIX | SCYVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.17% | 3.94% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.40% | 11.43% | +0.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.27% | 17.09% | +0.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 19.67% | 21.63% | -1.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 21.55% | 23.89% | -2.34% |
HRVIX vs. SCYVX - Expense Ratio Comparison
HRVIX has a 1.15% expense ratio, which is higher than SCYVX's 0.92% expense ratio.
Dividends
HRVIX vs. SCYVX - Dividend Comparison
HRVIX's dividend yield for the trailing twelve months is around 0.51%, less than SCYVX's 3.85% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRVIX Heartland Value Plus Fund | 0.51% | 0.62% | 3.00% | 1.43% | 2.25% | 24.50% | 1.03% | 1.47% | 1.13% | 0.14% | 0.65% | 8.78% |
SCYVX AB Small Cap Value Portfolio | 3.85% | 4.87% | 4.23% | 0.52% | 5.15% | 7.39% | 0.55% | 5.37% | 6.44% | 5.67% | 0.54% | 0.52% |
Frequently Asked Questions
With a correlation of 0.91, HRVIX and SCYVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
HRVIX has higher volatility (4.17%) compared to SCYVX (3.94%). In terms of maximum drawdown, HRVIX dropped -46.82% vs SCYVX's -47.74%.
SCYVX currently has the higher Sharpe Ratio (1.65 vs 1.58), 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.
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