SCYVX vs. HRTVX
SCYVX (AB Small Cap Value Portfolio) and HRTVX (Heartland Value Fund) are both Small Cap Value Equities funds. Over the past 10 years, SCYVX returned 9.24%/yr vs 11.84%/yr for HRTVX. Their correlation of 0.93 means they have usually moved in the same direction. SCYVX charges 0.92%/yr vs 1.04%/yr for HRTVX.
Performance
SCYVX vs. HRTVX - Performance Comparison
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Returns By Period
In the year-to-date period, SCYVX achieves a 26.52% return, which is significantly higher than HRTVX's 24.25% return. Over the past 10 years, SCYVX has underperformed HRTVX with an annualized return of 9.24%, while HRTVX has yielded a comparatively higher 11.84% annualized return.
SCYVX
- 1D
- 0.28%
- 1M
- -0.94%
- 6M
- 15.79%
- YTD
- 26.52%
- 1Y
- 36.15%
- 3Y*
- 12.92%
- 5Y*
- 6.37%
- 10Y*
- 9.24%
- ALL TIME*
- 8.62%
HRTVX
- 1D
- 0.21%
- 1M
- -0.63%
- 6M
- 14.42%
- YTD
- 24.25%
- 1Y
- 41.59%
- 3Y*
- 20.68%
- 5Y*
- 13.02%
- 10Y*
- 11.84%
- ALL TIME*
- 10.52%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
HRTVX Heartland Value Fund | $0.00 | $0.00 | $0.00 |
| $0.00 | $0.00 | $0.00 |
SCYVX vs. HRTVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SCYVX AB Small Cap Value Portfolio | 26.52% | -0.02% | 11.46% | 7.82% | -16.68% | 35.56% | 3.45% | 25.72% | -16.43% | 8.97% |
HRTVX Heartland Value Fund | 24.25% | 15.94% | 15.76% | 17.15% | -10.04% | 21.86% | 13.12% | 17.93% | -12.10% | 8.45% |
Correlation
The correlation between SCYVX and HRTVX is 0.92, meaning they have usually moved in the same direction, including during past declines.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.92 |
Correlation (3Y) Balances recent behavior with more history. | 0.94 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.95 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.93 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2015 | 0.93 |
The correlation between SCYVX and HRTVX has been stable across timeframes, ranging from 0.92 to 0.95 - a consistent structural relationship.
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Return for Risk
SCYVX vs. HRTVX — Risk / Return Rank
SCYVX
HRTVX
SCYVX vs. HRTVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for AB Small Cap Value Portfolio (SCYVX) and Heartland Value Fund (HRTVX). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| SCYVX | HRTVX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.41 | ||
| Sortino ratioReturn per unit of downside risk | -0.55 | ||
| Omega ratioGain probability vs. loss probability | 1.35 | 1.41 | -0.06 |
| Calmar ratioReturn relative to maximum drawdown | 3.78 | 4.22 | -0.44 |
| Martin ratioReturn relative to average drawdown | 11.63 | 14.75 | -3.12 |
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Drawdowns
SCYVX vs. HRTVX - Drawdown Comparison
The maximum SCYVX drawdown since its inception was -47.74%, smaller than the maximum HRTVX drawdown of -61.68%. Use the drawdown chart below to compare losses from any high point for SCYVX and HRTVX.
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Drawdown Indicators
| SCYVX | HRTVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -47.74% | -61.68% | +13.94% |
Max Drawdown (1Y)Largest decline over 1 year | -8.71% | -9.50% | +0.79% |
Max Drawdown (3Y)Largest decline over 3 years | -27.12% | -23.17% | -3.95% |
Max Drawdown (5Y)Largest decline over 5 years | -29.12% | -23.17% | -5.95% |
Max Drawdown (10Y)Largest decline over 10 years | -47.74% | -46.31% | -1.43% |
Current DrawdownCurrent decline from peak | -2.19% | -1.51% | -0.68% |
Average DrawdownAverage peak-to-trough decline | -9.34% | -9.00% | -0.34% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.83% | 2.71% | +0.12% |
Volatility
SCYVX vs. HRTVX - Volatility Comparison
The current volatility for AB Small Cap Value Portfolio (SCYVX) is 3.53%, while Heartland Value Fund (HRTVX) has a volatility of 4.07%. This indicates that SCYVX experiences smaller price fluctuations and is considered to be less risky than HRTVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SCYVX | HRTVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.53% | 4.07% | -0.54% |
Volatility (6M)Calculated over the trailing 6-month period | 10.96% | 11.76% | -0.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.86% | 16.93% | -0.07% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.51% | 19.39% | +2.12% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.89% | 20.99% | +2.90% |
SCYVX vs. HRTVX - Expense Ratio Comparison
SCYVX has a 0.92% expense ratio, which is lower than HRTVX's 1.04% expense ratio.
Dividends
SCYVX vs. HRTVX - Dividend Comparison
SCYVX's dividend yield for the trailing twelve months is around 3.85%, less than HRTVX's 7.47% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
HRTVX Heartland Value Fund | 7.47% | 9.29% | 8.91% | 5.65% | 3.01% | 13.50% | 0.76% | 3.12% | 7.26% | 6.43% | 3.56% | 8.25% |
SCYVX AB Small Cap Value Portfolio | 3.85% | 4.87% | 4.23% | 0.52% | 5.15% | 7.39% | 0.55% | 5.37% | 6.44% | 5.67% | 0.54% | 0.52% |
Frequently Asked Questions
With a correlation of 0.92, SCYVX and HRTVX move almost identically. Holding both adds very little diversification - you're essentially doubling your position in the same market segment. Choosing one is usually more capital-efficient.
HRTVX has higher volatility (4.07%) compared to SCYVX (3.53%). In terms of maximum drawdown, SCYVX dropped -47.74% vs HRTVX's -61.68%.
HRTVX currently has the higher Sharpe Ratio (2.37 vs 1.96), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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