VISVX vs. SHDPX

Last updated Jun 24, 2026

VISVX (Vanguard Small Cap Value Index Fund) and SHDPX (American Beacon Shapiro SMID Cap Equity Fund) are both Small Cap Value Equities funds. At a 0.41 correlation, their price movements are largely independent. VISVX charges 0.19%/yr vs 2.31%/yr for SHDPX.

Performance

VISVX vs. SHDPX - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Vanguard Small Cap Value Index Fund (VISVX) and American Beacon Shapiro SMID Cap Equity Fund (SHDPX). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

VISVX

• 1D: 0.19%
• 1M: 2.69%
• YTD: 13.38%
• 6M: 11.86%
• 1Y: 26.29%
• 3Y*: 16.56%
• 5Y*: 8.60%
• 10Y*: 10.83%

SHDPX

• 1D: 0.00%
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

VISVX vs. SHDPX - Yearly Performance Comparison

	2026 (YTD)
VISVX Vanguard Small Cap Value Index Fund	1.63%
SHDPX American Beacon Shapiro SMID Cap Equity Fund	0.23%

Correlation

The correlation between VISVX and SHDPX is 0.41, which is low. Their price movements are largely independent, making them effective diversification partners.

	Correlation
Correlation (All Time) Calculated using the full available price history since May 28, 2026	0.41

Return for Risk

VISVX vs. SHDPX — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

VISVX

VISVX Risk / Return Rank: 53
VISVX Sharpe Ratio Rank: 45
VISVX Sortino Ratio Rank: 47
VISVX Omega Ratio Rank: 40
VISVX Calmar Ratio Rank: 72
VISVX Martin Ratio Rank: 59

SHDPX

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

VISVX vs. SHDPX - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Vanguard Small Cap Value Index Fund (VISVX) and American Beacon Shapiro SMID Cap Equity Fund (SHDPX). 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.

	VISVX	SHDPX	Difference
Sharpe ratio: Return per unit of total volatility	1.81	—	—
Sortino ratio: Return per unit of downside risk	2.66	—	—
Omega ratio: Gain probability vs. loss probability	1.31	—	—
Calmar ratio: Return relative to maximum drawdown	3.13	—	—
Martin ratio: Return relative to average drawdown	11.10	—	—

Drawdowns

VISVX vs. SHDPX - Drawdown Comparison

The maximum VISVX drawdown since its inception was -62.15%, which is greater than SHDPX's maximum drawdown of 0.00%. Use the drawdown chart below to compare losses from any high point for VISVX and SHDPX.

Drawdown Indicators

	VISVX	SHDPX	Difference
Max Drawdown Largest peak-to-trough decline	-62.15%	0.00%	-62.15%
Max Drawdown (1Y) Largest decline over 1 year	-8.87%	—	—
Max Drawdown (3Y) Largest decline over 3 years	-24.60%	—	—
Max Drawdown (5Y) Largest decline over 5 years	-24.60%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-45.39%	—	—
Current Drawdown Current decline from peak	-1.02%	0.00%	-1.02%
Average Drawdown Average peak-to-trough decline	-9.01%	0.00%	-9.01%
Ulcer Index Depth and duration of drawdowns from previous peaks	2.50%	—	—

Volatility

Volatility by Period

	VISVX	SHDPX	Difference
Volatility (1M) Calculated over the trailing 1-month period	4.02%	—	—
Volatility (6M) Calculated over the trailing 6-month period	10.65%	—	—
Volatility (1Y) Calculated over the trailing 1-year period	15.35%	0.61%	+14.74%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	19.73%	0.61%	+19.12%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	21.84%	0.61%	+21.23%

VISVX vs. SHDPX - Expense Ratio Comparison

VISVX has a 0.19% expense ratio, which is lower than SHDPX's 2.31% expense ratio.

Dividends

VISVX vs. SHDPX - Dividend Comparison

VISVX's dividend yield for the trailing twelve months is around 1.62%, while SHDPX has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
SHDPX American Beacon Shapiro SMID Cap Equity Fund	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%	0.00%
VISVX Vanguard Small Cap Value Index Fund	1.62%	1.28%	1.86%	1.98%	1.90%	1.63%	1.58%	1.95%	2.20%	1.68%	1.42%	1.85%

Frequently Asked Questions

Can I hold both VISVX and SHDPX in my portfolio?

VISVX and SHDPX have a correlation of 0.41, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.