PVIVX vs. ISCB
Compare and contrast key facts about Paradigm Micro-cap Fund (PVIVX) and iShares Morningstar Small-Cap ETF (ISCB).
PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007. ISCB is a passively managed fund by iShares that tracks the performance of the Morningstar US Small Cap Extended Index. It was launched on Jun 28, 2004.
Performance
PVIVX vs. ISCB - Performance Comparison
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PVIVX vs. ISCB - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | -1.09% | -4.81% | 13.48% | 17.89% | -20.62% | 27.94% | 46.96% | 22.38% | -10.88% | 15.82% |
ISCB iShares Morningstar Small-Cap ETF | 0.40% | 12.46% | 10.90% | 19.51% | -19.04% | 17.46% | 6.29% | 29.42% | -13.92% | 12.95% |
Returns By Period
In the year-to-date period, PVIVX achieves a -1.09% return, which is significantly lower than ISCB's 0.40% return. Over the past 10 years, PVIVX has outperformed ISCB with an annualized return of 11.35%, while ISCB has yielded a comparatively lower 8.52% annualized return.
PVIVX
- 1D
- -1.90%
- 1M
- -11.09%
- YTD
- -1.09%
- 6M
- -5.57%
- 1Y
- 10.38%
- 3Y*
- 5.63%
- 5Y*
- 1.56%
- 10Y*
- 11.35%
ISCB
- 1D
- 2.94%
- 1M
- -5.35%
- YTD
- 0.40%
- 6M
- 3.40%
- 1Y
- 21.91%
- 3Y*
- 12.76%
- 5Y*
- 4.17%
- 10Y*
- 8.52%
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PVIVX vs. ISCB - Expense Ratio Comparison
PVIVX has a 1.25% expense ratio, which is higher than ISCB's 0.04% expense ratio.
Return for Risk
PVIVX vs. ISCB — Risk / Return Rank
PVIVX
ISCB
PVIVX vs. ISCB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and iShares Morningstar Small-Cap ETF (ISCB). 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.
| PVIVX | ISCB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.99 | -0.65 |
Sortino ratioReturn per unit of downside risk | 0.69 | 1.52 | -0.83 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.20 | -0.12 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.47 | -1.01 |
Martin ratioReturn relative to average drawdown | 1.28 | 6.36 | -5.08 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| PVIVX | ISCB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.99 | -0.65 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.20 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.38 | -0.36 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.36 | -0.34 |
Correlation
The correlation between PVIVX and ISCB is 0.86, 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
PVIVX vs. ISCB - Dividend Comparison
PVIVX's dividend yield for the trailing twelve months is around 16.11%, more than ISCB's 1.41% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PVIVX Paradigm Micro-cap Fund | 16.11% | 15.93% | 6.40% | 0.00% | 0.00% | 1.11% | 5.25% | 0.01% | 14.09% | 6.88% | 3.61% | 1.32% |
ISCB iShares Morningstar Small-Cap ETF | 1.41% | 1.38% | 1.31% | 1.49% | 1.63% | 1.26% | 1.26% | 1.25% | 1.60% | 1.24% | 1.58% | 1.40% |
Drawdowns
PVIVX vs. ISCB - Drawdown Comparison
The maximum PVIVX drawdown since its inception was -95.67%, which is greater than ISCB's maximum drawdown of -61.25%. Use the drawdown chart below to compare losses from any high point for PVIVX and ISCB.
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Drawdown Indicators
| PVIVX | ISCB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.67% | -61.25% | -34.42% |
Max Drawdown (1Y)Largest decline over 1 year | -14.84% | -14.68% | -0.16% |
Max Drawdown (5Y)Largest decline over 5 years | -95.67% | -29.94% | -65.73% |
Max Drawdown (10Y)Largest decline over 10 years | -95.67% | -44.18% | -51.49% |
Current DrawdownCurrent decline from peak | -94.57% | -6.73% | -87.84% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -9.87% | -6.28% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 3.40% | +2.04% |
Volatility
PVIVX vs. ISCB - Volatility Comparison
Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 8.39% compared to iShares Morningstar Small-Cap ETF (ISCB) at 6.42%. This indicates that PVIVX's price experiences larger fluctuations and is considered to be riskier than ISCB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PVIVX | ISCB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 6.42% | +1.97% |
Volatility (6M)Calculated over the trailing 6-month period | 17.65% | 12.66% | +4.99% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.19% | 22.28% | +6.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 887.36% | 21.45% | +865.91% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.66% | 22.67% | +604.99% |