SVPIX vs. BIPIX
SVPIX (ProFunds Small Cap Value Fund) and BIPIX (ProFunds Biotechnology UltraSector Fund) are both mutual funds - SVPIX is a Small Cap Value Equities fund managed by ProFunds, while BIPIX is a Leveraged Equities fund managed by ProFunds. Over the past 10 years, SVPIX returned 8.07%/yr vs 8.18%/yr for BIPIX. Their 0.57 correlation means they have sometimes moved together and sometimes differently. SVPIX charges 1.61%/yr vs 1.49%/yr for BIPIX.
Performance
SVPIX vs. BIPIX - Performance Comparison
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Returns By Period
In the year-to-date period, SVPIX achieves a 18.47% return, which is significantly lower than BIPIX's 33.52% return. Both investments have delivered pretty close results over the past 10 years, with SVPIX having a 8.07% annualized return and BIPIX not far ahead at 8.18%.
SVPIX
- 1D
- -0.01%
- 1M
- 0.15%
- 6M
- 11.47%
- YTD
- 18.47%
- 1Y
- 36.32%
- 3Y*
- 9.80%
- 5Y*
- 5.72%
- 10Y*
- 8.07%
- ALL TIME*
- 7.22%
BIPIX
- 1D
- 3.64%
- 1M
- -8.66%
- 6M
- 29.72%
- YTD
- 33.52%
- 1Y
- 122.13%
- 3Y*
- 15.54%
- 5Y*
- 2.69%
- 10Y*
- 8.18%
- ALL TIME*
- 6.92%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $0.00 | $0.00 | $0.00 | |
| $0.00 | $0.00 | $0.00 |
SVPIX vs. BIPIX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
SVPIX ProFunds Small Cap Value Fund | 18.47% | 4.52% | 4.54% | 12.43% | -12.84% | 28.86% | 1.05% | 22.26% | -14.02% | 9.52% |
BIPIX ProFunds Biotechnology UltraSector Fund | 33.52% | 47.99% | -25.91% | 9.55% | -13.43% | 5.00% | 19.94% | 23.65% | -12.15% | 34.71% |
Correlation
The correlation between SVPIX and BIPIX is 0.37, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.37 |
Correlation (3Y) Balances recent behavior with more history. | 0.57 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.55 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.49 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2002 | 0.57 |
Over the past year, the correlation between SVPIX and BIPIX has dropped to 0.37 - well below their long-term average of 0.57, suggesting their price drivers have been diverging.
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Return for Risk
SVPIX vs. BIPIX — Risk / Return Rank
SVPIX
BIPIX
SVPIX vs. BIPIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Small Cap Value Fund (SVPIX) and ProFunds Biotechnology UltraSector Fund (BIPIX). 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.
| SVPIX | BIPIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.17 | ||
| Sortino ratioReturn per unit of downside risk | -0.81 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.42 | -0.10 |
| Calmar ratioReturn relative to maximum drawdown | 3.43 | 8.00 | -4.57 |
| Martin ratioReturn relative to average drawdown | 11.66 | 21.22 | -9.56 |
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Drawdowns
SVPIX vs. BIPIX - Drawdown Comparison
The maximum SVPIX drawdown since its inception was -60.67%, smaller than the maximum BIPIX drawdown of -84.51%. Use the drawdown chart below to compare losses from any high point for SVPIX and BIPIX.
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Drawdown Indicators
| SVPIX | BIPIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.67% | -84.51% | +23.84% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -15.15% | +5.60% |
Max Drawdown (3Y)Largest decline over 3 years | -29.67% | -59.50% | +29.83% |
Max Drawdown (5Y)Largest decline over 5 years | -29.67% | -63.86% | +34.19% |
Max Drawdown (10Y)Largest decline over 10 years | -49.17% | -63.86% | +14.69% |
Current DrawdownCurrent decline from peak | -1.69% | -11.67% | +9.98% |
Average DrawdownAverage peak-to-trough decline | -11.45% | -37.04% | +25.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.81% | 5.70% | -2.89% |
Volatility
SVPIX vs. BIPIX - Volatility Comparison
The current volatility for ProFunds Small Cap Value Fund (SVPIX) is 3.50%, while ProFunds Biotechnology UltraSector Fund (BIPIX) has a volatility of 11.92%. This indicates that SVPIX experiences smaller price fluctuations and is considered to be less risky than BIPIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SVPIX | BIPIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.50% | 11.92% | -8.42% |
Volatility (6M)Calculated over the trailing 6-month period | 11.18% | 31.90% | -20.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 17.79% | 40.21% | -22.42% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.74% | 40.38% | -18.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.45% | 36.54% | -13.09% |
SVPIX vs. BIPIX - Expense Ratio Comparison
SVPIX has a 1.61% expense ratio, which is higher than BIPIX's 1.49% expense ratio.
Dividends
SVPIX vs. BIPIX - Dividend Comparison
SVPIX has not paid dividends to shareholders, while BIPIX's dividend yield for the trailing twelve months is around 0.27%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
BIPIX ProFunds Biotechnology UltraSector Fund | 0.27% | 0.37% | 0.23% | 6.69% | 0.00% | 0.79% | 12.09% | 3.26% | 5.52% | 7.19% |
SVPIX ProFunds Small Cap Value Fund | 0.00% | 0.00% | 0.00% | 0.00% | 1.47% | 0.18% | 0.00% | 0.07% | 13.10% | 0.00% |
Frequently Asked Questions
SVPIX and BIPIX have a correlation of 0.37, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BIPIX has higher volatility (11.92%) compared to SVPIX (3.50%). In terms of maximum drawdown, SVPIX dropped -60.67% vs BIPIX's -84.51%.
BIPIX currently has the higher Sharpe Ratio (3.01 vs 1.85), 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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