PXWIX vs. VICE
Compare and contrast key facts about Pax Ellevate Global Women’s Leadership Fund Institutional Class (PXWIX) and AdvisorShares Vice ETF (VICE).
PXWIX is managed by Pax World Funds. VICE is an actively managed fund by AdvisorShares. It was launched on Dec 12, 2017.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PXWIX or VICE.
Key characteristics
| PXWIX | VICE | |
|---|---|---|
| YTD Return | 0.09% | 2.43% |
| 1Y Return | 10.02% | -2.06% |
| 3Y Return (Ann) | 0.75% | -7.15% |
| 5Y Return (Ann) | 6.71% | 2.81% |
| Sharpe Ratio | 0.90 | -0.15 |
| Daily Std Dev | 10.75% | 14.78% |
| Max Drawdown | -58.61% | -38.27% |
| Current Drawdown | -7.02% | -22.30% |
Correlation
The correlation between PXWIX and VICE is 0.76, 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
PXWIX vs. VICE - Performance Comparison
In the year-to-date period, PXWIX achieves a 0.09% return, which is significantly lower than VICE's 2.43% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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PXWIX vs. VICE - Expense Ratio Comparison
PXWIX has a 0.51% expense ratio, which is lower than VICE's 0.99% expense ratio.
Risk-Adjusted Performance
PXWIX vs. VICE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Pax Ellevate Global Women’s Leadership Fund Institutional Class (PXWIX) and AdvisorShares Vice ETF (VICE). 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
PXWIX vs. VICE - Dividend Comparison
PXWIX's dividend yield for the trailing twelve months is around 1.69%, more than VICE's 1.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PXWIX Pax Ellevate Global Women’s Leadership Fund Institutional Class | 1.69% | 1.69% | 3.24% | 1.44% | 1.25% | 3.24% | 5.15% | 2.71% | 2.04% | 2.68% | 13.26% | 0.98% |
VICE AdvisorShares Vice ETF | 1.65% | 1.69% | 0.96% | 0.44% | 1.20% | 2.47% | 1.72% | 0.17% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
PXWIX vs. VICE - Drawdown Comparison
The maximum PXWIX drawdown since its inception was -58.61%, which is greater than VICE's maximum drawdown of -38.27%. Use the drawdown chart below to compare losses from any high point for PXWIX and VICE. For additional features, visit the drawdowns tool.
Volatility
PXWIX vs. VICE - Volatility Comparison
The current volatility for Pax Ellevate Global Women’s Leadership Fund Institutional Class (PXWIX) is 3.67%, while AdvisorShares Vice ETF (VICE) has a volatility of 4.33%. This indicates that PXWIX experiences smaller price fluctuations and is considered to be less risky than VICE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.