SMR vs. VTI
Compare and contrast key facts about Nuscale Power Corp (SMR) and Vanguard Total Stock Market ETF (VTI).
VTI is a passively managed fund by Vanguard that tracks the performance of the CRSP US Total Market Index. It was launched on May 24, 2001.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SMR or VTI.
Key characteristics
| SMR | VTI | |
|---|---|---|
| YTD Return | 606.38% | 26.21% |
| 1Y Return | 906.06% | 38.35% |
| Sharpe Ratio | 7.72 | 3.04 |
| Sortino Ratio | 4.40 | 4.05 |
| Omega Ratio | 1.55 | 1.57 |
| Calmar Ratio | 11.57 | 4.46 |
| Martin Ratio | 34.17 | 19.72 |
| Ulcer Index | 29.62% | 1.94% |
| Daily Std Dev | 131.00% | 12.58% |
| Max Drawdown | -87.47% | -55.45% |
| Current Drawdown | -5.10% | -0.39% |
Correlation
The correlation between SMR and VTI is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
SMR vs. VTI - Performance Comparison
In the year-to-date period, SMR achieves a 606.38% return, which is significantly higher than VTI's 26.21% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
SMR vs. VTI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Nuscale Power Corp (SMR) and Vanguard Total Stock Market ETF (VTI). 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
SMR vs. VTI - Dividend Comparison
SMR has not paid dividends to shareholders, while VTI's dividend yield for the trailing twelve months is around 1.26%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SMR Nuscale Power Corp | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VTI Vanguard Total Stock Market ETF | 1.26% | 1.44% | 1.67% | 1.21% | 1.42% | 1.78% | 2.04% | 1.71% | 1.92% | 1.98% | 1.76% | 1.74% |
Drawdowns
SMR vs. VTI - Drawdown Comparison
The maximum SMR drawdown since its inception was -87.47%, which is greater than VTI's maximum drawdown of -55.45%. Use the drawdown chart below to compare losses from any high point for SMR and VTI. For additional features, visit the drawdowns tool.
Volatility
SMR vs. VTI - Volatility Comparison
Nuscale Power Corp (SMR) has a higher volatility of 44.65% compared to Vanguard Total Stock Market ETF (VTI) at 4.06%. This indicates that SMR's price experiences larger fluctuations and is considered to be riskier than VTI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.