SVPIX vs. VIOO

In the year-to-date period, SVPIX achieves a -12.19% return, which is significantly lower than VIOO's -8.22% return. Over the past 10 years, SVPIX has underperformed VIOO with an annualized return of 4.78%, while VIOO has yielded a comparatively higher 7.57% annualized return.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SVPIX has a 1.61% expense ratio, which is higher than VIOO's 0.10% expense ratio.

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.

The current SVPIX Sharpe Ratio is -0.14, which is lower than the VIOO Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of SVPIX and VIOO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SVPIX's dividend yield for the trailing twelve months is around 1.05%, less than VIOO's 1.62% yield.

The maximum SVPIX drawdown since its inception was -61.63%, 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.

ProFunds Small Cap Value Fund (SVPIX) has a higher volatility of 7.24% compared to Vanguard S&P Small-Cap 600 ETF (VIOO) at 6.64%. This indicates that SVPIX's price experiences larger fluctuations and is considered to be riskier than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.