SVPIX vs. VIOO
Compare and contrast key facts about ProFunds Small Cap Value Fund (SVPIX) and Vanguard S&P Small-Cap 600 ETF (VIOO).
SVPIX is managed by ProFunds. It was launched on Sep 4, 2001. VIOO is a passively managed fund by Vanguard that tracks the performance of the S&P SmallCap 600 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SVPIX or VIOO.
Correlation
The correlation between SVPIX and VIOO is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
SVPIX vs. VIOO - Performance Comparison
Key characteristics
SVPIX:
0.65
VIOO:
0.78
SVPIX:
1.07
VIOO:
1.26
SVPIX:
1.13
VIOO:
1.15
SVPIX:
0.76
VIOO:
1.25
SVPIX:
2.81
VIOO:
3.46
SVPIX:
4.52%
VIOO:
4.31%
SVPIX:
19.54%
VIOO:
19.02%
SVPIX:
-62.55%
VIOO:
-44.15%
SVPIX:
-7.52%
VIOO:
-7.28%
Returns By Period
In the year-to-date period, SVPIX achieves a 0.06% return, which is significantly lower than VIOO's 1.67% return. Over the past 10 years, SVPIX has underperformed VIOO with an annualized return of 4.77%, while VIOO has yielded a comparatively higher 8.90% annualized return.
SVPIX
0.06%
-1.48%
4.76%
8.73%
6.73%
4.77%
VIOO
1.67%
-0.68%
4.98%
11.30%
8.86%
8.90%
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SVPIX vs. VIOO - Expense Ratio Comparison
SVPIX has a 1.61% expense ratio, which is higher than VIOO's 0.10% expense ratio.
Risk-Adjusted Performance
SVPIX vs. VIOO — Risk-Adjusted Performance Rank
SVPIX
VIOO
SVPIX vs. VIOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ProFunds Small Cap Value Fund (SVPIX) and Vanguard S&P Small-Cap 600 ETF (VIOO). 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
SVPIX vs. VIOO - Dividend Comparison
SVPIX's dividend yield for the trailing twelve months is around 0.92%, less than VIOO's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SVPIX ProFunds Small Cap Value Fund | 0.92% | 0.92% | 0.00% | 0.00% | 0.18% | 0.00% | 0.07% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
VIOO Vanguard S&P Small-Cap 600 ETF | 1.46% | 1.48% | 1.47% | 1.51% | 1.16% | 1.09% | 1.37% | 1.32% | 1.11% | 0.95% | 1.26% | 1.06% |
Drawdowns
SVPIX vs. VIOO - Drawdown Comparison
The maximum SVPIX drawdown since its inception was -62.55%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for SVPIX and VIOO. For additional features, visit the drawdowns tool.
Volatility
SVPIX vs. VIOO - Volatility Comparison
ProFunds Small Cap Value Fund (SVPIX) and Vanguard S&P Small-Cap 600 ETF (VIOO) have volatilities of 4.42% and 4.27%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.