PKSFX vs. SPYD
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. SPYD is a passively managed fund by State Street that tracks the performance of the S&P 500 High Dividend Index. It was launched on Oct 21, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PKSFX or SPYD.
Correlation
The correlation between PKSFX and SPYD is 0.71, 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. SPYD - Performance Comparison
Key characteristics
PKSFX:
-0.09
SPYD:
0.85
PKSFX:
0.02
SPYD:
1.22
PKSFX:
1.00
SPYD:
1.17
PKSFX:
-0.07
SPYD:
0.81
PKSFX:
-0.20
SPYD:
2.96
PKSFX:
8.33%
SPYD:
4.40%
PKSFX:
19.92%
SPYD:
15.33%
PKSFX:
-66.37%
SPYD:
-46.42%
PKSFX:
-20.43%
SPYD:
-10.99%
Returns By Period
In the year-to-date period, PKSFX achieves a -9.89% return, which is significantly lower than SPYD's -3.83% return.
PKSFX
-9.89%
-5.05%
-14.95%
-1.36%
8.12%
6.99%
SPYD
-3.83%
-6.15%
-8.85%
10.39%
14.72%
N/A
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PKSFX vs. SPYD - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is higher than SPYD's 0.07% expense ratio.
Risk-Adjusted Performance
PKSFX vs. SPYD — Risk-Adjusted Performance Rank
PKSFX
SPYD
PKSFX vs. SPYD - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and SPDR Portfolio S&P 500 High Dividend ETF (SPYD). 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.
Dividends
PKSFX vs. SPYD - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 0.23%, less than SPYD's 4.64% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 0.23% | 0.21% | 0.52% | 0.27% | 0.13% | 0.13% | 0.01% | 0.14% | 0.00% | 0.00% | 0.62% |
SPYD SPDR Portfolio S&P 500 High Dividend ETF | 4.64% | 4.31% | 4.66% | 5.01% | 3.69% | 4.96% | 4.42% | 4.75% | 4.64% | 4.34% | 1.13% |
Drawdowns
PKSFX vs. SPYD - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -66.37%, which is greater than SPYD's maximum drawdown of -46.42%. Use the drawdown chart below to compare losses from any high point for PKSFX and SPYD. For additional features, visit the drawdowns tool.
Volatility
PKSFX vs. SPYD - Volatility Comparison
Virtus KAR Small-Cap Core Fund (PKSFX) has a higher volatility of 11.16% compared to SPDR Portfolio S&P 500 High Dividend ETF (SPYD) at 10.16%. This indicates that PKSFX's price experiences larger fluctuations and is considered to be riskier than SPYD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.