PVIVX vs. VTI
Compare and contrast key facts about Paradigm Micro-cap Fund (PVIVX) and Vanguard Total Stock Market ETF (VTI).
PVIVX is managed by Paradigm Funds. It was launched on Dec 31, 2007. VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on Jun 27, 2016.
Performance
PVIVX vs. VTI - Performance Comparison
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PVIVX vs. VTI - 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% |
VTI Vanguard Total Stock Market ETF | -4.01% | 17.10% | 23.81% | 26.05% | -19.52% | 25.68% | 21.08% | 30.67% | -5.23% | 21.21% |
Returns By Period
In the year-to-date period, PVIVX achieves a -1.09% return, which is significantly higher than VTI's -4.01% return. Over the past 10 years, PVIVX has underperformed VTI with an annualized return of 11.35%, while VTI has yielded a comparatively higher 13.60% 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%
VTI
- 1D
- 2.93%
- 1M
- -5.00%
- YTD
- -4.01%
- 6M
- -1.66%
- 1Y
- 18.11%
- 3Y*
- 17.84%
- 5Y*
- 10.46%
- 10Y*
- 13.60%
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PVIVX vs. VTI - Expense Ratio Comparison
PVIVX has a 1.25% expense ratio, which is higher than VTI's 0.03% expense ratio.
Return for Risk
PVIVX vs. VTI — Risk / Return Rank
PVIVX
VTI
PVIVX vs. VTI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Paradigm Micro-cap Fund (PVIVX) and Vanguard Total Stock Market ETF (VTI). 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 | VTI | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.34 | 0.96 | -0.62 |
Sortino ratioReturn per unit of downside risk | 0.69 | 1.48 | -0.79 |
Omega ratioGain probability vs. loss probability | 1.09 | 1.23 | -0.14 |
Calmar ratioReturn relative to maximum drawdown | 0.47 | 1.52 | -1.05 |
Martin ratioReturn relative to average drawdown | 1.28 | 7.26 | -5.98 |
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 | VTI | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.34 | 0.96 | -0.62 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.00 | 0.60 | -0.60 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.02 | 0.75 | -0.73 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.02 | 0.48 | -0.46 |
Correlation
The correlation between PVIVX and VTI is 0.81, 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. VTI - Dividend Comparison
PVIVX's dividend yield for the trailing twelve months is around 16.11%, more than VTI's 1.17% 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% |
VTI Vanguard Total Stock Market ETF | 1.17% | 1.12% | 1.27% | 1.44% | 1.66% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% |
Drawdowns
PVIVX vs. VTI - Drawdown Comparison
The maximum PVIVX drawdown since its inception was -95.67%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for PVIVX and VTI.
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Drawdown Indicators
| PVIVX | VTI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.67% | -55.45% | -40.22% |
Max Drawdown (1Y)Largest decline over 1 year | -14.84% | -12.30% | -2.54% |
Max Drawdown (5Y)Largest decline over 5 years | -95.67% | -25.36% | -70.31% |
Max Drawdown (10Y)Largest decline over 10 years | -95.67% | -35.00% | -60.67% |
Current DrawdownCurrent decline from peak | -94.57% | -6.25% | -88.32% |
Average DrawdownAverage peak-to-trough decline | -16.15% | -8.08% | -8.07% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 5.44% | 2.58% | +2.86% |
Volatility
PVIVX vs. VTI - Volatility Comparison
Paradigm Micro-cap Fund (PVIVX) has a higher volatility of 8.39% compared to Vanguard Total Stock Market ETF (VTI) at 5.45%. This indicates that PVIVX's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PVIVX | VTI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.39% | 5.45% | +2.94% |
Volatility (6M)Calculated over the trailing 6-month period | 17.65% | 9.73% | +7.92% |
Volatility (1Y)Calculated over the trailing 1-year period | 29.19% | 19.01% | +10.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 887.36% | 17.42% | +869.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 627.66% | 18.29% | +609.37% |