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:
0.74
VOO:
1.95
PKSFX:
1.11
VOO:
2.60
PKSFX:
1.14
VOO:
1.36
PKSFX:
0.96
VOO:
2.97
PKSFX:
2.61
VOO:
12.47
PKSFX:
4.81%
VOO:
2.01%
PKSFX:
17.06%
VOO:
12.89%
PKSFX:
-66.37%
VOO:
-33.99%
PKSFX:
-10.96%
VOO:
-1.30%
Returns By Period
In the year-to-date period, PKSFX achieves a 0.84% return, which is significantly lower than VOO's 2.71% return. Over the past 10 years, PKSFX has underperformed VOO with an annualized return of 9.00%, while VOO has yielded a comparatively higher 13.75% annualized return.
PKSFX
0.84%
0.83%
-0.78%
10.76%
7.44%
9.00%
VOO
2.71%
2.30%
10.08%
24.27%
15.19%
13.75%
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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 Rank
PKSFX
VOO
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's dividend yield for the trailing twelve months is around 0.21%, less than VOO's 1.21% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 0.21% | 0.21% | 0.52% | 0.27% | 0.13% | 0.13% | 0.01% | 0.14% | 0.00% | 0.00% | 0.62% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.21% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
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) and Vanguard S&P 500 ETF (VOO) have volatilities of 4.15% and 4.21%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.