OBSOX vs. VB
Compare and contrast key facts about Oberweis Small-Cap Opportunities Fund (OBSOX) and Vanguard Small-Cap ETF (VB).
OBSOX is managed by Oberweis. It was launched on Sep 16, 1996. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Performance
OBSOX vs. VB - Performance Comparison
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OBSOX vs. VB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBSOX Oberweis Small-Cap Opportunities Fund | -0.48% | 14.28% | 16.13% | 15.81% | -11.17% | 43.39% | 32.52% | 25.06% | -7.05% | 25.55% |
VB Vanguard Small-Cap ETF | 1.92% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Returns By Period
In the year-to-date period, OBSOX achieves a -0.48% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, OBSOX has outperformed VB with an annualized return of 15.43%, while VB has yielded a comparatively lower 10.51% annualized return.
OBSOX
- 1D
- -3.30%
- 1M
- -8.84%
- YTD
- -0.48%
- 6M
- 3.09%
- 1Y
- 28.05%
- 3Y*
- 11.23%
- 5Y*
- 10.87%
- 10Y*
- 15.43%
VB
- 1D
- 3.18%
- 1M
- -5.13%
- YTD
- 1.92%
- 6M
- 3.76%
- 1Y
- 19.75%
- 3Y*
- 13.04%
- 5Y*
- 5.35%
- 10Y*
- 10.51%
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OBSOX vs. VB - Expense Ratio Comparison
OBSOX has a 1.25% expense ratio, which is higher than VB's 0.05% expense ratio.
Return for Risk
OBSOX vs. VB — Risk / Return Rank
OBSOX
VB
OBSOX vs. VB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Small-Cap Opportunities Fund (OBSOX) and Vanguard Small-Cap ETF (VB). 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.
| OBSOX | VB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.99 | 0.91 | +0.08 |
Sortino ratioReturn per unit of downside risk | 1.50 | 1.41 | +0.09 |
Omega ratioGain probability vs. loss probability | 1.20 | 1.19 | +0.01 |
Calmar ratioReturn relative to maximum drawdown | 1.65 | 1.39 | +0.26 |
Martin ratioReturn relative to average drawdown | 6.39 | 5.97 | +0.42 |
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
| OBSOX | VB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.99 | 0.91 | +0.08 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.44 | 0.26 | +0.18 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.63 | 0.49 | +0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.42 | -0.12 |
Correlation
The correlation between OBSOX and VB is 0.90, 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
OBSOX vs. VB - Dividend Comparison
OBSOX has not paid dividends to shareholders, while VB's dividend yield for the trailing twelve months is around 1.34%.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OBSOX Oberweis Small-Cap Opportunities Fund | 0.00% | 0.00% | 0.80% | 0.00% | 0.17% | 21.88% | 4.05% | 3.04% | 28.22% | 6.36% | 4.24% | 11.91% |
VB Vanguard Small-Cap ETF | 1.34% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Drawdowns
OBSOX vs. VB - Drawdown Comparison
The maximum OBSOX drawdown since its inception was -80.52%, which is greater than VB's maximum drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for OBSOX and VB.
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Drawdown Indicators
| OBSOX | VB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.52% | -59.56% | -20.96% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -14.29% | +0.37% |
Max Drawdown (5Y)Largest decline over 5 years | -28.65% | -28.15% | -0.50% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | -42.05% | -0.74% |
Current DrawdownCurrent decline from peak | -11.40% | -6.08% | -5.32% |
Average DrawdownAverage peak-to-trough decline | -30.72% | -8.49% | -22.23% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.59% | 3.32% | +0.27% |
Volatility
OBSOX vs. VB - Volatility Comparison
Oberweis Small-Cap Opportunities Fund (OBSOX) has a higher volatility of 11.62% compared to Vanguard Small-Cap ETF (VB) at 6.84%. This indicates that OBSOX's price experiences larger fluctuations and is considered to be riskier than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBSOX | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.62% | 6.84% | +4.78% |
Volatility (6M)Calculated over the trailing 6-month period | 19.42% | 12.60% | +6.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.23% | 21.86% | +6.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.77% | 20.78% | +3.99% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.49% | 21.40% | +3.09% |