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.
Performance
PKSFX vs. VOO - Performance Comparison
Loading graphics...
PKSFX vs. VOO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | -0.51% | -2.58% | 13.67% | 32.32% | -10.77% | 19.03% | 21.38% | 40.21% | -1.99% | 34.98% |
VOO Vanguard S&P 500 ETF | -4.42% | 17.82% | 24.98% | 26.32% | -18.17% | 28.79% | 18.32% | 31.37% | -4.50% | 21.77% |
Returns By Period
In the year-to-date period, PKSFX achieves a -0.51% return, which is significantly higher than VOO's -4.42% return. Both investments have delivered pretty close results over the past 10 years, with PKSFX having a 14.75% annualized return and VOO not far behind at 14.05%.
PKSFX
- 1D
- -0.21%
- 1M
- -7.55%
- YTD
- -0.51%
- 6M
- -1.30%
- 1Y
- 2.15%
- 3Y*
- 9.64%
- 5Y*
- 7.73%
- 10Y*
- 14.75%
VOO
- 1D
- 2.86%
- 1M
- -5.01%
- YTD
- -4.42%
- 6M
- -1.84%
- 1Y
- 17.67%
- 3Y*
- 18.27%
- 5Y*
- 11.75%
- 10Y*
- 14.05%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
PKSFX vs. VOO - Expense Ratio Comparison
PKSFX has a 1.00% expense ratio, which is higher than VOO's 0.03% expense ratio.
Return for Risk
PKSFX vs. VOO — Risk / Return Rank
PKSFX
VOO
PKSFX vs. VOO - Risk-Adjusted Trends 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.
| PKSFX | VOO | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.14 | 0.98 | -0.84 |
Sortino ratioReturn per unit of downside risk | 0.35 | 1.50 | -1.15 |
Omega ratioGain probability vs. loss probability | 1.04 | 1.23 | -0.19 |
Calmar ratioReturn relative to maximum drawdown | 0.09 | 1.53 | -1.45 |
Martin ratioReturn relative to average drawdown | 0.19 | 7.29 | -7.10 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| PKSFX | VOO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.14 | 0.98 | -0.84 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.43 | 0.70 | -0.27 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.78 | 0.00 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.56 | 0.83 | -0.28 |
Correlation
The correlation between PKSFX and VOO is 0.82, 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
PKSFX vs. VOO - Dividend Comparison
PKSFX's dividend yield for the trailing twelve months is around 14.37%, more than VOO's 1.19% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PKSFX Virtus KAR Small-Cap Core Fund | 14.37% | 14.30% | 4.07% | 4.12% | 6.65% | 12.05% | 7.45% | 4.03% | 4.33% | 0.17% | 5.69% | 19.83% |
VOO Vanguard S&P 500 ETF | 1.19% | 1.13% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% |
Drawdowns
PKSFX vs. VOO - Drawdown Comparison
The maximum PKSFX drawdown since its inception was -54.46%, 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.
Loading graphics...
Drawdown Indicators
| PKSFX | VOO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.46% | -33.99% | -20.47% |
Max Drawdown (1Y)Largest decline over 1 year | -11.21% | -11.98% | +0.77% |
Max Drawdown (5Y)Largest decline over 5 years | -22.02% | -24.52% | +2.50% |
Max Drawdown (10Y)Largest decline over 10 years | -33.45% | -33.99% | +0.54% |
Current DrawdownCurrent decline from peak | -11.25% | -6.29% | -4.96% |
Average DrawdownAverage peak-to-trough decline | -7.17% | -3.72% | -3.45% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.92% | 2.52% | +2.40% |
Volatility
PKSFX vs. VOO - Volatility Comparison
The current volatility for Virtus KAR Small-Cap Core Fund (PKSFX) is 4.01%, while Vanguard S&P 500 ETF (VOO) has a volatility of 5.29%. This indicates that PKSFX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| PKSFX | VOO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.01% | 5.29% | -1.28% |
Volatility (6M)Calculated over the trailing 6-month period | 10.93% | 9.44% | +1.49% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.88% | 18.10% | +0.78% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 17.88% | 16.82% | +1.06% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.78% | 17.99% | +0.79% |