PVIVX vs. VB
Compare and contrast key facts about Paradigm Micro-cap Fund (PVIVX) and Vanguard Small-Cap ETF (VB).
PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007. VB is a passively managed fund by Vanguard that tracks the performance of the CRSP US Small Cap. It was launched on Jan 26, 2004.
Performance
PVIVX vs. VB - Performance Comparison
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PVIVX vs. VB - 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% |
VB Vanguard Small-Cap ETF | 1.92% | 8.87% | 14.17% | 18.22% | -17.51% | 17.57% | 19.19% | 27.34% | -9.34% | 16.26% |
Returns By Period
In the year-to-date period, PVIVX achieves a -1.09% return, which is significantly lower than VB's 1.92% return. Over the past 10 years, PVIVX has outperformed VB with an annualized return of 11.35%, while VB has yielded a comparatively lower 10.51% 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%
VB
- 1D
- 3.18%
- 1M
- -5.13%
- YTD
- 1.92%
- 6M
- 3.76%
- 1Y
- 19.75%
- 3Y*
- 13.04%
- 5Y*
- 5.35%
- 10Y*
- 10.51%
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PVIVX vs. VB - Expense Ratio Comparison
PVIVX has a 1.25% expense ratio, which is higher than VB's 0.05% expense ratio.
Return for Risk
PVIVX vs. VB — Risk / Return Rank
PVIVX
VB
PVIVX vs. VB - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and Vanguard Small-Cap ETF (VB). 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 | VB | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.91 | -0.57 |
Sortino ratioReturn per unit of downside risk | 0.69 | 1.41 | -0.72 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.19 | -0.11 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.39 | -0.92 |
Martin ratioReturn relative to average drawdown | 1.28 | 5.97 | -4.69 |
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 | VB | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.91 | -0.57 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.26 | -0.26 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.49 | -0.47 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.42 | -0.40 |
Correlation
The correlation between PVIVX and VB is 0.88, 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. VB - Dividend Comparison
PVIVX's dividend yield for the trailing twelve months is around 16.11%, more than VB's 1.34% 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% |
VB Vanguard Small-Cap ETF | 1.34% | 1.33% | 1.30% | 1.55% | 1.59% | 1.24% | 1.14% | 1.39% | 1.67% | 1.35% | 1.50% | 1.48% |
Drawdowns
PVIVX vs. VB - Drawdown Comparison
The maximum PVIVX drawdown since its inception was -95.67%, which is greater than VB's maximum drawdown of -59.56%. Use the drawdown chart below to compare losses from any high point for PVIVX and VB.
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Drawdown Indicators
| PVIVX | VB | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.67% | -59.56% | -36.11% |
Max Drawdown (1Y)Largest decline over 1 year | -14.84% | -14.29% | -0.55% |
Max Drawdown (5Y)Largest decline over 5 years | -95.67% | -28.15% | -67.52% |
Max Drawdown (10Y)Largest decline over 10 years | -95.67% | -42.05% | -53.62% |
Current DrawdownCurrent decline from peak | -94.57% | -6.08% | -88.49% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -8.49% | -7.66% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 3.32% | +2.12% |
Volatility
PVIVX vs. VB - Volatility Comparison
Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 8.39% compared to Vanguard Small-Cap ETF (VB) at 6.84%. This indicates that PVIVX's price experiences larger fluctuations and is considered to be riskier than VB based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PVIVX | VB | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 6.84% | +1.55% |
Volatility (6M)Calculated over the trailing 6-month period | 17.65% | 12.60% | +5.05% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.19% | 21.86% | +7.33% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 887.36% | 20.78% | +866.58% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.66% | 21.40% | +606.26% |