PKSFX vs. VOO
Compare and contrast key facts about Virtus KAR Small-Cap Core Fund (PKSFX) and Vanguard S&P 500 ETF (VOO).
PKSFX is managed by Virtus. It was launched on Oct 18, 1996. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PKSFX or VOO.
Correlation
The correlation between PKSFX and VOO is 0.83, 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. VOO - Performance Comparison
Key characteristics
PKSFX:
0.71
VOO:
2.25
PKSFX:
1.07
VOO:
2.98
PKSFX:
1.14
VOO:
1.42
PKSFX:
1.08
VOO:
3.31
PKSFX:
3.35
VOO:
14.77
PKSFX:
3.64%
VOO:
1.90%
PKSFX:
17.21%
VOO:
12.46%
PKSFX:
-66.37%
VOO:
-33.99%
PKSFX:
-10.93%
VOO:
-2.47%
Returns By Period
In the year-to-date period, PKSFX achieves a 10.56% return, which is significantly lower than VOO's 26.02% return. Over the past 10 years, PKSFX has underperformed VOO with an annualized return of 8.56%, while VOO has yielded a comparatively higher 13.08% annualized return.
PKSFX
10.56%
-7.25%
7.47%
10.91%
7.24%
8.56%
VOO
26.02%
-0.11%
9.35%
26.45%
14.79%
13.08%
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PKSFX vs. VOO - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
PKSFX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Virtus KAR Small-Cap Core Fund (PKSFX) and Vanguard S&P 500 ETF (VOO). 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. VOO - Dividend Comparison
PKSFX has not paid dividends to shareholders, while VOO's dividend yield for the trailing twelve months is around 0.91%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 0.00% | 0.52% | 0.27% | 0.13% | 0.13% | 0.01% | 0.14% | 0.00% | 0.00% | 0.62% | 0.00% | 0.16% |
VOO Vanguard S&P 500 ETF | 0.91% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% | 1.84% |
Drawdowns
PKSFX vs. VOO - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -66.37%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for PKSFX and VOO. For additional features, visit the drawdowns tool.
Volatility
PKSFX vs. VOO - Volatility Comparison
Virtus KAR Small-Cap Core Fund (PKSFX) has a higher volatility of 7.93% compared to Vanguard S&P 500 ETF (VOO) at 3.75%. This indicates that PKSFX's price experiences larger fluctuations and is considered to be riskier than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.