SMR vs. VGUS
SMR (NuScale Power Corporation) is a stock, while VGUS (Vanguard Ultra-Short Treasury ETF) is Ultrashort Bond fund tracking the Bloomberg Short Treasury Index. Over the past year, SMR returned -81.05% vs 3.76% for VGUS. Their -0.11 correlation means they have often moved in opposite directions in the past.
Performance
SMR vs. VGUS - Performance Comparison
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Returns By Period
In the year-to-date period, SMR achieves a -40.58% return, which is significantly lower than VGUS's 2.02% return.
SMR
- 1D
- -2.09%
- 1M
- -13.73%
- 6M
- -51.83%
- YTD
- -40.58%
- 1Y
- -81.05%
- 3Y*
- 3.93%
- 5Y*
- -3.46%
- 10Y*
- —
- ALL TIME*
- -3.00%
VGUS
- 1D
- 0.02%
- 1M
- 0.27%
- 6M
- 1.73%
- YTD
- 2.02%
- 1Y
- 3.76%
- 3Y*
- —
- 5Y*
- —
- 10Y*
- —
- ALL TIME*
- 3.98%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $284.93M | $251.84M | $349.52M | |
| $5.97M | $8.43M | $10.65M |
SMR vs. VGUS - Yearly Performance Comparison
| 2026 (YTD) | 2025 | |
|---|---|---|
SMR NuScale Power Corporation | -40.58% | -48.40% |
VGUS Vanguard Ultra-Short Treasury ETF | 2.02% | 3.78% |
Correlation
The correlation between SMR and VGUS is -0.12, meaning they have often moved in opposite directions in the past. This relationship can weaken or reverse as market conditions change.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | -0.12 |
Correlation (All Time) Calculated using the full available price history since Feb 11, 2025 | -0.11 |
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Return for Risk
SMR vs. VGUS — Risk / Return Rank
SMR
VGUS
SMR vs. VGUS - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NuScale Power Corporation (SMR) and Vanguard Ultra-Short Treasury ETF (VGUS). 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 | VGUS | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -13.15 | ||
| Sortino ratioReturn per unit of downside risk | -39.79 | ||
| Omega ratioGain probability vs. loss probability | 0.82 | 11.72 | -10.90 |
| Calmar ratioReturn relative to maximum drawdown | -0.97 | 53.97 | -54.94 |
| Martin ratioReturn relative to average drawdown | -1.30 | 428.50 | -429.80 |
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Drawdowns
SMR vs. VGUS - Drawdown Comparison
The maximum SMR drawdown since its inception was -87.47%, which is greater than VGUS's maximum drawdown of -0.07%. Use the drawdown chart below to compare losses from any high point for SMR and VGUS.
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Drawdown Indicators
| SMR | VGUS | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -87.47% | -0.07% | -87.40% |
Max Drawdown (1Y)Largest decline over 1 year | -85.79% | -0.07% | -85.72% |
Max Drawdown (3Y)Largest decline over 3 years | -85.79% | — | — |
Max Drawdown (5Y)Largest decline over 5 years | -87.47% | — | — |
Current DrawdownCurrent decline from peak | -84.24% | 0.00% | -84.24% |
Average DrawdownAverage peak-to-trough decline | -36.19% | 0.00% | -36.19% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 64.46% | 0.01% | +64.45% |
Volatility
SMR vs. VGUS - Volatility Comparison
NuScale Power Corporation (SMR) has a higher volatility of 26.32% compared to Vanguard Ultra-Short Treasury ETF (VGUS) at 0.06%. This indicates that SMR's price experiences larger fluctuations and is considered to be riskier than VGUS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SMR | VGUS | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 26.32% | 0.06% | +26.26% |
Volatility (6M)Calculated over the trailing 6-month period | 68.24% | 0.18% | +68.06% |
Volatility (1Y)Calculated over the trailing 1-year period | 101.34% | 0.32% | +101.02% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 94.68% | 0.33% | +94.35% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 89.34% | 0.33% | +89.01% |
Dividends
SMR vs. VGUS - Dividend Comparison
SMR has not paid dividends to shareholders, while VGUS's dividend yield for the trailing twelve months is around 3.60%.
| Position | TTM | 2025 |
|---|---|---|
SMR NuScale Power Corporation | 0.00% | 0.00% |
VGUS Vanguard Ultra-Short Treasury ETF | 3.28% | 3.12% |
Frequently Asked Questions
SMR and VGUS have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
SMR has higher volatility (26.32%) compared to VGUS (0.06%). In terms of maximum drawdown, SMR dropped -87.47% vs VGUS's -0.07%.
VGUS currently has the higher Sharpe Ratio (12.33 vs -0.82), 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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