SVPIX vs. BTCFX
SVPIX (ProFunds Small Cap Value Fund) and BTCFX (Bitcoin ProFund Investor Class) are both mutual funds - SVPIX is a Small Cap Value Equities fund managed by ProFunds, while BTCFX is a Cryptocurrency fund actively managed by ProFunds. Over the past 3 years, SVPIX returned 11.38%/yr vs 20.18%/yr for BTCFX. At a 0.36 correlation, their price movements are largely independent. SVPIX charges 1.61%/yr vs 1.18%/yr for BTCFX.
Performance
SVPIX vs. BTCFX - Performance Comparison
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Returns By Period
In the year-to-date period, SVPIX achieves a 18.88% return, which is significantly higher than BTCFX's -27.15% return.
SVPIX
- 1D
- 0.57%
- 1M
- 1.80%
- 6M
- 10.46%
- YTD
- 18.88%
- 1Y
- 32.71%
- 3Y*
- 11.38%
- 5Y*
- 6.22%
- 10Y*
- 8.10%
BTCFX
- 1D
- 0.56%
- 1M
- -1.25%
- 6M
- -32.94%
- YTD
- -27.15%
- 1Y
- -48.07%
- 3Y*
- 20.18%
- 5Y*
- —
- 10Y*
- —
SVPIX vs. BTCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SVPIX ProFunds Small Cap Value Fund | 18.88% | 4.52% | 4.54% | 12.43% | -12.84% | 3.17% |
BTCFX Bitcoin ProFund Investor Class | -27.15% | -11.83% | 102.93% | 133.31% | -64.04% | -3.69% |
Correlation
The correlation between SVPIX and BTCFX is 0.33, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.33 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Aug 9, 2021 | 0.36 |
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Return for Risk
SVPIX vs. BTCFX — Risk / Return Rank
SVPIX
BTCFX
SVPIX vs. BTCFX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Small Cap Value Fund (SVPIX) and Bitcoin ProFund Investor Class (BTCFX). 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 | BTCFX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.93 | ||
| Sortino ratioReturn per unit of downside risk | +4.35 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 0.82 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 3.51 | -0.86 | +4.37 |
| Martin ratioReturn relative to average drawdown | 11.53 | -1.38 | +12.91 |
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Drawdowns
SVPIX vs. BTCFX - Drawdown Comparison
The maximum SVPIX drawdown since its inception was -60.67%, smaller than the maximum BTCFX drawdown of -77.89%. Use the drawdown chart below to compare losses from any high point for SVPIX and BTCFX.
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Drawdown Indicators
| SVPIX | BTCFX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -60.67% | -77.89% | +17.22% |
Max Drawdown (1Y)Largest decline over 1 year | -9.55% | -54.81% | +45.26% |
Max Drawdown (3Y)Largest decline over 3 years | -29.67% | -54.81% | +25.14% |
Max Drawdown (5Y)Largest decline over 5 years | -29.67% | — | — |
Max Drawdown (10Y)Largest decline over 10 years | -49.17% | — | — |
Current DrawdownCurrent decline from peak | -0.68% | -50.04% | +49.36% |
Average DrawdownAverage peak-to-trough decline | -11.47% | -36.28% | +24.81% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.90% | 34.03% | -31.13% |
Volatility
SVPIX vs. BTCFX - Volatility Comparison
The current volatility for ProFunds Small Cap Value Fund (SVPIX) is 3.94%, while Bitcoin ProFund Investor Class (BTCFX) has a volatility of 11.65%. This indicates that SVPIX experiences smaller price fluctuations and is considered to be less risky than BTCFX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| SVPIX | BTCFX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 3.94% | 11.65% | -7.71% |
Volatility (6M)Calculated over the trailing 6-month period | 11.67% | 35.05% | -23.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.01% | 44.61% | -26.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.86% | 55.13% | -33.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.44% | 55.13% | -31.69% |
SVPIX vs. BTCFX - Expense Ratio Comparison
SVPIX has a 1.61% expense ratio, which is higher than BTCFX's 1.18% expense ratio.
Dividends
SVPIX vs. BTCFX - Dividend Comparison
SVPIX has not paid dividends to shareholders, while BTCFX's dividend yield for the trailing twelve months is around 32.22%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BTCFX Bitcoin ProFund Investor Class | 32.22% | 44.62% | 24.28% | 10.95% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
SVPIX ProFunds Small Cap Value Fund | 0.00% | 0.00% | 0.00% | 0.00% | 1.47% | 0.18% | 0.00% | 0.07% | 13.10% |
Frequently Asked Questions
SVPIX and BTCFX have a correlation of 0.33, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTCFX has higher volatility (11.65%) compared to SVPIX (3.94%). In terms of maximum drawdown, SVPIX dropped -60.67% vs BTCFX's -77.89%.
SVPIX currently has the higher Sharpe Ratio (1.88 vs -1.05), 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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