SHDPX vs. VSIAX

Last updated Jun 4, 2026

SHDPX (American Beacon Shapiro SMID Cap Equity Fund) and VSIAX (Vanguard Small-Cap Value Index Fund Admiral Shares) are both Small Cap Value Equities funds. Their correlation of 0.87 suggests significant overlap in exposure. SHDPX charges 2.31%/yr vs 0.07%/yr for VSIAX.

Performance

SHDPX vs. VSIAX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in American Beacon Shapiro SMID Cap Equity Fund (SHDPX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

SHDPX

• 1D: 0.12%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

VSIAX

• 1D: 0.86%
• 1M: 2.83%
• YTD: 12.06%
• 6M: 12.39%
• 1Y: 26.25%
• 3Y*: 16.60%
• 5Y*: 8.06%
• 10Y*: 10.56%

*Multi-year figures are annualized to reflect compound growth (CAGR)

SHDPX vs. VSIAX - Yearly Performance Comparison

	2026 (YTD)
SHDPX American Beacon Shapiro SMID Cap Equity Fund	0.12%
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares	0.19%

Correlation

The correlation between SHDPX and VSIAX is 0.87, indicating a strong positive relationship between their price movements. Combining them offers limited diversification - they tend to fall together during downturns.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 29, 2026	0.87

Return for Risk

SHDPX vs. VSIAX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VSIAX

VSIAX Risk / Return Rank: 48
VSIAX Sharpe Ratio Rank: 40
VSIAX Sortino Ratio Rank: 41
VSIAX Omega Ratio Rank: 36
VSIAX Calmar Ratio Rank: 67
VSIAX Martin Ratio Rank: 56

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SHDPX vs. VSIAX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for American Beacon Shapiro SMID Cap Equity Fund (SHDPX) and Vanguard Small-Cap Value Index Fund Admiral Shares (VSIAX). 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	SHDPX	VSIAX	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	1.84	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.41	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.47	—
Sharpe Ratio (All Time) Calculated using the full available price history	11.78	0.59	+11.20

Drawdowns

SHDPX vs. VSIAX - Drawdown Comparison

The maximum SHDPX drawdown since its inception was 0.00%, smaller than the maximum VSIAX drawdown of -45.39%. Use the drawdown chart below to compare losses from any high point for SHDPX and VSIAX.

Drawdown Indicators

	SHDPX	VSIAX	Difference
Max Drawdown Largest peak-to-trough decline	0.00%	-45.39%	+45.39%
Max Drawdown (1Y) Largest decline over 1 year	—	-8.87%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-24.09%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-24.09%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-45.39%	—
Current Drawdown Current decline from peak	0.00%	0.00%	0.00%
Average Drawdown Average peak-to-trough decline	0.00%	-5.50%	+5.50%
Ulcer Index Depth and duration of drawdowns from previous peaks	—	2.50%	—

Volatility

Volatility by Period

	SHDPX	VSIAX	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.09%	—
Volatility (6M) Calculated over the trailing 6-month period	—	10.43%	—
Volatility (1Y) Calculated over the trailing 1-year period	1.07%	15.19%	-14.12%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	1.07%	19.77%	-18.70%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	1.07%	22.46%	-21.39%

SHDPX vs. VSIAX - Expense Ratio Comparison

SHDPX has a 2.31% expense ratio, which is higher than VSIAX's 0.07% expense ratio.

Dividends

SHDPX vs. VSIAX - Dividend Comparison

SHDPX has not paid dividends to shareholders, while VSIAX's dividend yield for the trailing twelve months is around 1.75%.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SHDPX American Beacon Shapiro SMID Cap Equity 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%
VSIAX Vanguard Small-Cap Value Index Fund Admiral Shares	1.75%	1.95%	1.98%	2.10%	2.03%	1.75%	1.68%	2.06%	2.35%	1.79%	1.77%	1.99%

Frequently Asked Questions

Can I hold both SHDPX and VSIAX in my portfolio?

SHDPX and VSIAX have a correlation of 0.87, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.