SMPIX vs. AVGO
SMPIX (ProFunds Semiconductor UltraSector Fund) is Leveraged Equities fund managed by ProFunds, while AVGO (Broadcom Inc.) is a stock. Over the past 10 years, SMPIX returned 19.12%/yr vs 41.61%/yr for AVGO. A 0.75 correlation means they provide meaningful diversification when combined.
Performance
SMPIX vs. AVGO - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, SMPIX achieves a 64.10% return, which is significantly higher than AVGO's 14.06% return. Over the past 10 years, SMPIX has underperformed AVGO with an annualized return of 19.12%, while AVGO has yielded a comparatively higher 41.61% annualized return.
SMPIX
- 1D
- 1.30%
- 1M
- 2.63%
- YTD
- 64.10%
- 6M
- 74.65%
- 1Y
- 154.32%
- 3Y*
- -10.34%
- 5Y*
- 0.33%
- 10Y*
- 19.12%
AVGO
- 1D
- 3.11%
- 1M
- -7.35%
- YTD
- 14.06%
- 6M
- 16.39%
- 1Y
- 59.68%
- 3Y*
- 67.77%
- 5Y*
- 56.37%
- 10Y*
- 41.61%
SMPIX vs. AVGO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SMPIX ProFunds Semiconductor UltraSector Fund | 64.10% | 56.35% | -77.32% | 155.37% | -54.31% | 80.17% | 60.77% | 77.97% | -17.56% | 42.78% |
AVGO Broadcom Inc. | 14.06% | 50.63% | 110.49% | 104.18% | -13.27% | 56.48% | 44.88% | 29.05% | 2.18% | 48.19% |
Correlation
The correlation between SMPIX and AVGO is 0.75, which is moderate. They share some common price drivers but move independently often enough to provide real diversification benefit when combined.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.75 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.79 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.80 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.79 |
Correlation (All Time) Calculated using the full available price history since Aug 6, 2009 | 0.75 |
The correlation between SMPIX and AVGO has been stable across timeframes, ranging from 0.75 to 0.80 - a consistent structural relationship.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
SMPIX vs. AVGO — Risk / Return Rank
SMPIX
AVGO
SMPIX vs. AVGO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Semiconductor UltraSector Fund (SMPIX) and Broadcom Inc. (AVGO). 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.
| SMPIX | AVGO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.62 | ||
| Sortino ratioReturn per unit of downside risk | +1.18 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.25 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 6.44 | 2.09 | +4.35 |
| Martin ratioReturn relative to average drawdown | 18.72 | 4.85 | +13.87 |
Loading charts...
Drawdowns
SMPIX vs. AVGO - Drawdown Comparison
The maximum SMPIX drawdown since its inception was -94.52%, which is greater than AVGO's maximum drawdown of -48.30%. Use the drawdown chart below to compare losses from any high point for SMPIX and AVGO.
Loading charts...
Drawdown Indicators
| SMPIX | AVGO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -94.52% | -48.30% | -46.22% |
Max Drawdown (1Y)Largest decline over 1 year | -22.72% | -28.67% | +5.95% |
Max Drawdown (3Y)Largest decline over 3 years | -94.52% | -41.15% | -53.37% |
Max Drawdown (5Y)Largest decline over 5 years | -94.52% | -41.15% | -53.37% |
Max Drawdown (10Y)Largest decline over 10 years | -94.52% | -48.30% | -46.22% |
Current DrawdownCurrent decline from peak | -75.23% | -18.20% | -57.03% |
Average DrawdownAverage peak-to-trough decline | -57.63% | -7.99% | -49.64% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.81% | 12.35% | -4.54% |
Volatility
SMPIX vs. AVGO - Volatility Comparison
ProFunds Semiconductor UltraSector Fund (SMPIX) has a higher volatility of 22.44% compared to Broadcom Inc. (AVGO) at 19.97%. This indicates that SMPIX's price experiences larger fluctuations and is considered to be riskier than AVGO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| SMPIX | AVGO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 22.44% | 19.97% | +2.47% |
Volatility (6M)Calculated over the trailing 6-month period | 39.97% | 35.15% | +4.82% |
Volatility (1Y)Calculated over the trailing 1-year period | 49.82% | 45.64% | +4.18% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.25% | 43.42% | +27.83% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 59.50% | 39.54% | +19.96% |
Dividends
SMPIX vs. AVGO - Dividend Comparison
SMPIX's dividend yield for the trailing twelve months is around 7.93%, more than AVGO's 0.63% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 0.63% | 0.70% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% |
SMPIX ProFunds Semiconductor UltraSector Fund | 7.93% | 13.02% | 0.16% | 0.00% | 0.00% | 6.57% | 0.00% | 2.26% | 40.03% | 0.11% | 0.45% | 0.68% |
Frequently Asked Questions
SMPIX and AVGO have a correlation of 0.75, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMPIX has higher volatility (22.44%) compared to AVGO (19.97%). In terms of maximum drawdown, SMPIX dropped -94.52% vs AVGO's -48.30%.
SMPIX currently has the higher Sharpe Ratio (2.94 vs 1.32), 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.
Find the right allocation for SMPIX and AVGO
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer