OBSOX vs. VIOO
Compare and contrast key facts about Oberweis Small-Cap Opportunities Fund (OBSOX) and Vanguard S&P Small-Cap 600 ETF (VIOO).
OBSOX is managed by Oberweis. It was launched on Sep 16, 1996. VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Index. It was launched on Sep 7, 2010.
Performance
OBSOX vs. VIOO - Performance Comparison
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OBSOX vs. VIOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
OBSOX Oberweis Small-Cap Opportunities Fund | 3.71% | 14.28% | 16.13% | 15.81% | -11.17% | 43.39% | 32.52% | 25.06% | -7.05% | 25.55% |
VIOO Vanguard S&P Small-Cap 600 ETF | 4.04% | 6.04% | 8.48% | 16.16% | -16.26% | 26.79% | 11.47% | 22.68% | -8.65% | 13.16% |
Returns By Period
In the year-to-date period, OBSOX achieves a 3.71% return, which is significantly lower than VIOO's 4.04% return. Over the past 10 years, OBSOX has outperformed VIOO with an annualized return of 15.91%, while VIOO has yielded a comparatively lower 9.90% annualized return.
OBSOX
- 1D
- 4.21%
- 1M
- -7.67%
- YTD
- 3.71%
- 6M
- 7.36%
- 1Y
- 32.33%
- 3Y*
- 12.77%
- 5Y*
- 11.15%
- 10Y*
- 15.91%
VIOO
- 1D
- 0.53%
- 1M
- -4.14%
- YTD
- 4.04%
- 6M
- 5.50%
- 1Y
- 20.96%
- 3Y*
- 10.70%
- 5Y*
- 4.20%
- 10Y*
- 9.90%
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OBSOX vs. VIOO - Expense Ratio Comparison
OBSOX has a 1.25% expense ratio, which is higher than VIOO's 0.10% expense ratio.
Return for Risk
OBSOX vs. VIOO — Risk / Return Rank
OBSOX
VIOO
OBSOX vs. VIOO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Oberweis Small-Cap Opportunities Fund (OBSOX) and Vanguard S&P Small-Cap 600 ETF (VIOO). 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 | VIOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 1.19 | 0.93 | +0.26 |
Sortino ratioReturn per unit of downside risk | 1.74 | 1.43 | +0.31 |
Omega ratioGain probability vs. loss probability | 1.24 | 1.19 | +0.05 |
Calmar ratioReturn relative to maximum drawdown | 2.13 | 1.45 | +0.68 |
Martin ratioReturn relative to average drawdown | 8.21 | 5.76 | +2.45 |
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 | VIOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.19 | 0.93 | +0.26 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.45 | 0.20 | +0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.65 | 0.43 | +0.22 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.30 | 0.54 | -0.24 |
Correlation
The correlation between OBSOX and VIOO is 0.86, 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. VIOO - Dividend Comparison
OBSOX has not paid dividends to shareholders, while VIOO's dividend yield for the trailing twelve months is around 1.31%.
| 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% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.31% | 1.36% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 1.06% | 1.26% |
Drawdowns
OBSOX vs. VIOO - Drawdown Comparison
The maximum OBSOX drawdown since its inception was -80.52%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for OBSOX and VIOO.
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Drawdown Indicators
| OBSOX | VIOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -80.52% | -44.15% | -36.37% |
Max Drawdown (1Y)Largest decline over 1 year | -13.92% | -14.66% | +0.74% |
Max Drawdown (5Y)Largest decline over 5 years | -28.65% | -27.93% | -0.72% |
Max Drawdown (10Y)Largest decline over 10 years | -42.79% | -44.15% | +1.36% |
Current DrawdownCurrent decline from peak | -7.67% | -5.30% | -2.37% |
Average DrawdownAverage peak-to-trough decline | -30.72% | -7.40% | -23.32% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.61% | 3.68% | -0.07% |
Volatility
OBSOX vs. VIOO - Volatility Comparison
Oberweis Small-Cap Opportunities Fund (OBSOX) has a higher volatility of 12.06% compared to Vanguard S&P Small-Cap 600 ETF (VIOO) at 6.32%. This indicates that OBSOX's price experiences larger fluctuations and is considered to be riskier than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| OBSOX | VIOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.06% | 6.32% | +5.74% |
Volatility (6M)Calculated over the trailing 6-month period | 19.84% | 13.11% | +6.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.47% | 22.67% | +5.80% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.83% | 21.50% | +3.33% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 24.53% | 22.98% | +1.55% |