SVPIX vs. BTCFX
SVPIX (ProFunds Small Cap Value Fund) and BTCFX (Bitcoin ProFund Investor) are both mutual funds - SVPIX is a Small Cap Value Equities fund managed by ProFunds, while BTCFX is a Cryptocurrency fund managed by ProFunds. Over the past 3 years, SVPIX returned 13.12%/yr vs 15.56%/yr for BTCFX. At a 0.36 correlation, their price movements are largely independent. SVPIX charges 1.61%/yr vs 1.41%/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 17.11% return, which is significantly higher than BTCFX's -32.82% return.
SVPIX
- 1D
- 0.99%
- 1M
- 2.56%
- YTD
- 17.11%
- 6M
- 15.14%
- 1Y
- 35.68%
- 3Y*
- 13.12%
- 5Y*
- 4.20%
- 10Y*
- 8.67%
BTCFX
- 1D
- -4.09%
- 1M
- -21.41%
- YTD
- -32.82%
- 6M
- -32.69%
- 1Y
- -47.18%
- 3Y*
- 15.56%
- 5Y*
- —
- 10Y*
- —
SVPIX vs. BTCFX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
SVPIX ProFunds Small Cap Value Fund | 17.11% | 4.52% | 4.54% | 12.43% | -12.84% | 3.17% |
BTCFX Bitcoin ProFund Investor | -32.82% | -11.83% | 102.93% | 133.31% | -64.04% | -3.69% |
Correlation
The correlation between SVPIX and BTCFX is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
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 (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 | +4.30 | ||
| Omega ratioGain probability vs. loss probability | 1.33 | 0.83 | +0.50 |
| Calmar ratioReturn relative to maximum drawdown | 3.62 | -0.86 | +4.48 |
| Martin ratioReturn relative to average drawdown | 11.85 | -1.46 | +13.31 |
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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% | -53.93% | +44.38% |
Max Drawdown (3Y)Largest decline over 3 years | -29.67% | -53.93% | +24.26% |
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 | -0.74% | -53.93% | +53.19% |
Average DrawdownAverage peak-to-trough decline | -11.49% | -36.10% | +24.61% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 2.91% | 31.72% | -28.81% |
Volatility
SVPIX vs. BTCFX - Volatility Comparison
The current volatility for ProFunds Small Cap Value Fund (SVPIX) is 4.81%, while Bitcoin ProFund Investor (BTCFX) has a volatility of 13.26%. 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 | 4.81% | 13.26% | -8.45% |
Volatility (6M)Calculated over the trailing 6-month period | 11.88% | 34.66% | -22.78% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.33% | 44.65% | -26.32% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.95% | 55.32% | -33.37% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.50% | 55.32% | -31.82% |
SVPIX vs. BTCFX - Expense Ratio Comparison
SVPIX has a 1.61% expense ratio, which is higher than BTCFX's 1.41% 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 41.65%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 |
|---|---|---|---|---|---|---|---|---|---|
BTCFX Bitcoin ProFund Investor | 41.65% | 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 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BTCFX has higher volatility (13.26%) compared to SVPIX (4.81%). In terms of maximum drawdown, SVPIX dropped -60.67% vs BTCFX's -77.89%.
SVPIX currently has the higher Sharpe Ratio (1.89 vs -1.04), 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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