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VIXM vs. SVXY
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility

Correlation

The correlation between VIXM and SVXY is -0.89. This indicates that the assets' prices tend to move in opposite directions. Negative correlation can be particularly beneficial for diversification and risk management, as one asset may offset the losses of the other during market fluctuations.


-0.50.00.51.0-0.9

Performance

VIXM vs. SVXY - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in ProShares VIX Mid-Term Futures ETF (VIXM) and ProShares Short VIX Short-Term Futures ETF (SVXY). The values are adjusted to include any dividend payments, if applicable.

-40.00%-20.00%0.00%20.00%40.00%JulyAugustSeptemberOctoberNovemberDecember
6.67%
-21.07%
VIXM
SVXY

Key characteristics

Sharpe Ratio

VIXM:

-0.30

SVXY:

-0.06

Sortino Ratio

VIXM:

-0.22

SVXY:

0.18

Omega Ratio

VIXM:

0.97

SVXY:

1.03

Calmar Ratio

VIXM:

-0.12

SVXY:

-0.03

Martin Ratio

VIXM:

-0.61

SVXY:

-0.17

Ulcer Index

VIXM:

18.83%

SVXY:

13.91%

Daily Std Dev

VIXM:

38.37%

SVXY:

39.73%

Max Drawdown

VIXM:

-96.23%

SVXY:

-95.25%

Current Drawdown

VIXM:

-95.74%

SVXY:

-82.77%

Returns By Period

In the year-to-date period, VIXM achieves a -7.34% return, which is significantly higher than SVXY's -7.85% return. Over the past 10 years, VIXM has underperformed SVXY with an annualized return of -12.72%, while SVXY has yielded a comparatively higher -3.57% annualized return.


VIXM

YTD

-7.34%

1M

9.68%

6M

4.94%

1Y

-11.57%

5Y*

-5.89%

10Y*

-12.72%

SVXY

YTD

-7.85%

1M

-6.40%

6M

-20.59%

1Y

-2.43%

5Y*

7.80%

10Y*

-3.57%

Compare stocks, funds, or ETFs

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


VIXM vs. SVXY - Expense Ratio Comparison

VIXM has a 0.85% expense ratio, which is lower than SVXY's 1.38% expense ratio.


SVXY
ProShares Short VIX Short-Term Futures ETF
Expense ratio chart for SVXY: current value at 1.38% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%1.38%
Expense ratio chart for VIXM: current value at 0.85% compared with the broader market ranging from 0.00% to 2.12%.0.50%1.00%1.50%2.00%0.85%

Risk-Adjusted Performance

VIXM vs. SVXY - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for ProShares VIX Mid-Term Futures ETF (VIXM) and ProShares Short VIX Short-Term Futures ETF (SVXY). 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.


Sharpe ratio
The chart of Sharpe ratio for VIXM, currently valued at -0.30, compared to the broader market0.002.004.00-0.30-0.06
The chart of Sortino ratio for VIXM, currently valued at -0.22, compared to the broader market-2.000.002.004.006.008.0010.00-0.220.18
The chart of Omega ratio for VIXM, currently valued at 0.97, compared to the broader market0.501.001.502.002.503.000.971.03
The chart of Calmar ratio for VIXM, currently valued at -0.12, compared to the broader market0.005.0010.0015.00-0.12-0.03
The chart of Martin ratio for VIXM, currently valued at -0.61, compared to the broader market0.0020.0040.0060.0080.00100.00-0.61-0.17
VIXM
SVXY

The current VIXM Sharpe Ratio is -0.30, which is lower than the SVXY Sharpe Ratio of -0.06. The chart below compares the historical Sharpe Ratios of VIXM and SVXY, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.00JulyAugustSeptemberOctoberNovemberDecember
-0.30
-0.06
VIXM
SVXY

Dividends

VIXM vs. SVXY - Dividend Comparison

Neither VIXM nor SVXY has paid dividends to shareholders.


Tickers have no history of dividend payments

Drawdowns

VIXM vs. SVXY - Drawdown Comparison

The maximum VIXM drawdown since its inception was -96.23%, roughly equal to the maximum SVXY drawdown of -95.25%. Use the drawdown chart below to compare losses from any high point for VIXM and SVXY. For additional features, visit the drawdowns tool.


-95.00%-90.00%-85.00%-80.00%JulyAugustSeptemberOctoberNovemberDecember
-95.68%
-82.77%
VIXM
SVXY

Volatility

VIXM vs. SVXY - Volatility Comparison

The current volatility for ProShares VIX Mid-Term Futures ETF (VIXM) is 8.24%, while ProShares Short VIX Short-Term Futures ETF (SVXY) has a volatility of 11.85%. This indicates that VIXM experiences smaller price fluctuations and is considered to be less risky than SVXY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%25.00%30.00%35.00%JulyAugustSeptemberOctoberNovemberDecember
8.24%
11.85%
VIXM
SVXY
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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