SGPIX vs. VIOO
Compare and contrast key facts about ProFunds Small Cap Growth Fund (SGPIX) and Vanguard S&P Small-Cap 600 ETF (VIOO).
SGPIX is managed by ProFunds. It was launched on Sep 4, 2001. VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SGPIX or VIOO.
Correlation
The correlation between SGPIX and VIOO is 0.94, 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
SGPIX vs. VIOO - Performance Comparison
Key characteristics
SGPIX:
0.38
VIOO:
0.58
SGPIX:
0.68
VIOO:
0.96
SGPIX:
1.08
VIOO:
1.12
SGPIX:
0.28
VIOO:
0.93
SGPIX:
1.56
VIOO:
2.62
SGPIX:
4.72%
VIOO:
4.27%
SGPIX:
19.24%
VIOO:
19.37%
SGPIX:
-61.39%
VIOO:
-44.15%
SGPIX:
-18.67%
VIOO:
-8.56%
Returns By Period
In the year-to-date period, SGPIX achieves a 1.43% return, which is significantly higher than VIOO's 0.26% return. Over the past 10 years, SGPIX has underperformed VIOO with an annualized return of 5.14%, while VIOO has yielded a comparatively higher 8.78% annualized return.
SGPIX
1.43%
2.32%
2.82%
9.53%
3.07%
5.14%
VIOO
0.26%
1.65%
6.45%
13.34%
8.45%
8.78%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
SGPIX vs. VIOO - Expense Ratio Comparison
SGPIX has a 1.60% expense ratio, which is higher than VIOO's 0.10% expense ratio.
Risk-Adjusted Performance
SGPIX vs. VIOO — Risk-Adjusted Performance Rank
SGPIX
VIOO
SGPIX vs. VIOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Small Cap Growth Fund (SGPIX) and Vanguard S&P Small-Cap 600 ETF (VIOO). 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
SGPIX vs. VIOO - Dividend Comparison
SGPIX has not paid dividends to shareholders, while VIOO's dividend yield for the trailing twelve months is around 1.48%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SGPIX ProFunds Small Cap Growth Fund | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.48% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% |
Drawdowns
SGPIX vs. VIOO - Drawdown Comparison
The maximum SGPIX drawdown since its inception was -61.39%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for SGPIX and VIOO. For additional features, visit the drawdowns tool.
Volatility
SGPIX vs. VIOO - Volatility Comparison
ProFunds Small Cap Growth Fund (SGPIX) and Vanguard S&P Small-Cap 600 ETF (VIOO) have volatilities of 4.39% and 4.49%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.