PKSFX vs. SDY
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and SPDR S&P Dividend ETF (SDY).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. SDY is a passively managed fund by State Street that tracks the performance of the S&P High Yield Dividend Aristocrats Index. It was launched on Nov 15, 2005.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PKSFX or SDY.
Correlation
The correlation between PKSFX and SDY is 0.85, 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.
Performance
PKSFX vs. SDY - Performance Comparison
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Key characteristics
PKSFX:
-0.01
SDY:
0.31
PKSFX:
0.20
SDY:
0.62
PKSFX:
1.03
SDY:
1.08
PKSFX:
0.03
SDY:
0.37
PKSFX:
0.09
SDY:
1.14
PKSFX:
9.46%
SDY:
4.65%
PKSFX:
20.32%
SDY:
14.19%
PKSFX:
-66.37%
SDY:
-54.75%
PKSFX:
-16.01%
SDY:
-6.72%
Returns By Period
In the year-to-date period, PKSFX achieves a -4.88% return, which is significantly lower than SDY's 0.90% return. Over the past 10 years, PKSFX has underperformed SDY with an annualized return of 7.76%, while SDY has yielded a comparatively higher 9.07% annualized return.
PKSFX
-4.88%
6.38%
-14.15%
-0.32%
7.88%
7.76%
SDY
0.90%
4.94%
-5.10%
4.08%
12.08%
9.07%
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PKSFX vs. SDY - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is higher than SDY's 0.35% expense ratio.
Risk-Adjusted Performance
PKSFX vs. SDY — Risk-Adjusted Performance Rank
PKSFX
SDY
PKSFX vs. SDY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and SPDR S&P Dividend ETF (SDY). 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.
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Dividends
PKSFX vs. SDY - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 0.22%, less than SDY's 2.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 0.22% | 0.21% | 0.52% | 0.27% | 0.13% | 0.13% | 0.01% | 0.14% | 0.00% | 0.00% | 0.62% | 0.00% |
SDY SPDR S&P Dividend ETF | 2.64% | 2.56% | 2.64% | 2.55% | 2.63% | 2.85% | 2.45% | 2.73% | 4.69% | 3.30% | 6.20% | 4.74% |
Drawdowns
PKSFX vs. SDY - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -66.37%, which is greater than SDY's maximum drawdown of -54.75%. Use the drawdown chart below to compare losses from any high point for PKSFX and SDY. For additional features, visit the drawdowns tool.
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Volatility
PKSFX vs. SDY - Volatility Comparison
Virtus KAR Small-Cap Core Fund (PKSFX) has a higher volatility of 6.13% compared to SPDR S&P Dividend ETF (SDY) at 4.44%. This indicates that PKSFX's price experiences larger fluctuations and is considered to be riskier than SDY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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