SMR vs. DAVE
SMR (NuScale Power Corporation) and DAVE (Dave Inc.) are both stocks. SMR operates in Specialty Industrial Machinery (Industrials), while DAVE operates in Software - Application (Technology). Over the past 5 years, SMR returned -0.32%/yr vs -2.05%/yr for DAVE. At a 0.25 correlation, their price movements are largely independent.
Performance
SMR vs. DAVE - Performance Comparison
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Returns By Period
In the year-to-date period, SMR achieves a -30.20% return, which is significantly lower than DAVE's 29.52% return.
SMR
- 1D
- 3.34%
- 1M
- -17.31%
- YTD
- -30.20%
- 6M
- -46.07%
- 1Y
- -75.51%
- 3Y*
- 5.43%
- 5Y*
- -0.32%
- 10Y*
- —
DAVE
- 1D
- 0.47%
- 1M
- 19.46%
- YTD
- 29.52%
- 6M
- 45.12%
- 1Y
- 20.37%
- 3Y*
- 269.82%
- 5Y*
- -2.05%
- 10Y*
- —
SMR vs. DAVE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SMR NuScale Power Corporation | -30.20% | -20.97% | 444.98% | -67.93% | 2.29% | 0.80% |
DAVE Dave Inc. | 29.52% | 154.73% | 936.61% | -9.64% | -97.17% | 4.59% |
Correlation
The correlation between SMR and DAVE is 0.39, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.39 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.35 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Apr 26, 2021 | 0.25 |
The correlation between SMR and DAVE shifts across timeframes, from 0.25 (all time) to 0.39 (1 year), reflecting how their relationship changes across market environments.
Fundamentals
SMR:
$3.16B
DAVE:
$4.13B
SMR:
-$2.02
DAVE:
$15.54
SMR:
104.42
DAVE:
7.53
SMR:
2.71
DAVE:
20.26
SMR:
$18.10M
DAVE:
$551.52M
SMR:
$4.45M
DAVE:
$427.68M
SMR:
-$696.20M
DAVE:
$165.95M
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Return for Risk
SMR vs. DAVE — Risk / Return Rank
SMR
DAVE
SMR vs. DAVE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NuScale Power Corporation (SMR) and Dave Inc. (DAVE). 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.
| SMR | DAVE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.01 | ||
| Sortino ratioReturn per unit of downside risk | -2.14 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.11 | -0.24 |
| Calmar ratioReturn relative to maximum drawdown | -0.91 | 0.46 | -1.37 |
| Martin ratioReturn relative to average drawdown | -1.32 | 0.82 | -2.14 |
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Drawdowns
SMR vs. DAVE - Drawdown Comparison
The maximum SMR drawdown since its inception was -87.47%, smaller than the maximum DAVE drawdown of -99.01%. Use the drawdown chart below to compare losses from any high point for SMR and DAVE.
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Drawdown Indicators
| SMR | DAVE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.47% | -99.01% | +11.54% |
Max Drawdown (1Y)Largest decline over 1 year | -82.86% | -44.67% | -38.19% |
Max Drawdown (3Y)Largest decline over 3 years | -82.86% | -44.67% | -38.19% |
Max Drawdown (5Y)Largest decline over 5 years | -87.47% | -99.01% | +11.54% |
Current DrawdownCurrent decline from peak | -81.49% | -37.33% | -44.16% |
Average DrawdownAverage peak-to-trough decline | -35.08% | -68.91% | +33.83% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 57.39% | 24.93% | +32.46% |
Volatility
SMR vs. DAVE - Volatility Comparison
NuScale Power Corporation (SMR) has a higher volatility of 28.93% compared to Dave Inc. (DAVE) at 18.61%. This indicates that SMR's price experiences larger fluctuations and is considered to be riskier than DAVE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMR | DAVE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 28.93% | 18.61% | +10.32% |
Volatility (6M)Calculated over the trailing 6-month period | 69.57% | 48.97% | +20.60% |
Volatility (1Y)Calculated over the trailing 1-year period | 102.59% | 74.00% | +28.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 93.50% | 98.44% | -4.94% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.31% | 97.16% | -7.85% |
Dividends
SMR vs. DAVE - Dividend Comparison
Neither SMR nor DAVE has paid dividends to shareholders.
Financials
SMR vs. DAVE - Financials Comparison
This section allows you to compare key financial metrics between NuScale Power Corporation and Dave Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
SMR and DAVE have a correlation of 0.39, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMR has higher volatility (28.93%) compared to DAVE (18.61%). In terms of maximum drawdown, SMR dropped -87.47% vs DAVE's -99.01%.
DAVE currently has the higher Sharpe Ratio (0.28 vs -0.74), 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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