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:
-0.09
VOO:
0.32
PKSFX:
0.02
VOO:
0.57
PKSFX:
1.00
VOO:
1.08
PKSFX:
-0.07
VOO:
0.32
PKSFX:
-0.20
VOO:
1.42
PKSFX:
8.33%
VOO:
4.19%
PKSFX:
19.92%
VOO:
18.73%
PKSFX:
-66.37%
VOO:
-33.99%
PKSFX:
-20.43%
VOO:
-13.85%
Returns By Period
The year-to-date returns for both investments are quite close, with PKSFX having a -9.89% return and VOO slightly higher at -9.88%. Over the past 10 years, PKSFX has underperformed VOO with an annualized return of 6.99%, while VOO has yielded a comparatively higher 11.61% annualized return.
PKSFX
-9.89%
-5.05%
-14.95%
-1.36%
8.12%
6.99%
VOO
-9.88%
-6.64%
-9.35%
7.75%
15.13%
11.61%
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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 0.23%, less than VOO's 1.44% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% | 0.00% |
VOO Vanguard S&P 500 ETF | 1.44% | 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
The current volatility for Virtus KAR Small-Cap Core Fund (PKSFX) is 11.16%, while Vanguard S&P 500 ETF (VOO) has a volatility of 13.31%. 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.