WSCVX vs. ZPRV.DE
Compare and contrast key facts about Walthausen Small Cap Value Fund (WSCVX) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE).
WSCVX is managed by Walthausen Funds. It was launched on Feb 1, 2008. ZPRV.DE is a passively managed fund by State Street that tracks the performance of the MSCI USA Small Cap Value Weighted Index. It was launched on Feb 18, 2015.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: WSCVX or ZPRV.DE.
Correlation
The correlation between WSCVX and ZPRV.DE is 0.43, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
WSCVX vs. ZPRV.DE - Performance Comparison
Key characteristics
WSCVX:
-0.43
ZPRV.DE:
-0.20
WSCVX:
-0.41
ZPRV.DE:
-0.12
WSCVX:
0.94
ZPRV.DE:
0.98
WSCVX:
-0.20
ZPRV.DE:
-0.15
WSCVX:
-0.82
ZPRV.DE:
-0.46
WSCVX:
13.73%
ZPRV.DE:
10.13%
WSCVX:
26.41%
ZPRV.DE:
23.41%
WSCVX:
-56.30%
ZPRV.DE:
-46.04%
WSCVX:
-51.41%
ZPRV.DE:
-22.91%
Returns By Period
In the year-to-date period, WSCVX achieves a -7.49% return, which is significantly higher than ZPRV.DE's -14.86% return. Over the past 10 years, WSCVX has underperformed ZPRV.DE with an annualized return of -4.69%, while ZPRV.DE has yielded a comparatively higher 8.29% annualized return.
WSCVX
-7.49%
7.94%
-14.44%
-13.39%
-0.41%
-4.69%
ZPRV.DE
-14.86%
6.32%
-11.81%
-3.73%
17.97%
8.29%
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WSCVX vs. ZPRV.DE - Expense Ratio Comparison
WSCVX has a 1.21% expense ratio, which is higher than ZPRV.DE's 0.30% expense ratio.
Risk-Adjusted Performance
WSCVX vs. ZPRV.DE — Risk-Adjusted Performance Rank
WSCVX
ZPRV.DE
WSCVX vs. ZPRV.DE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Walthausen Small Cap Value Fund (WSCVX) and SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE). 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
WSCVX vs. ZPRV.DE - Dividend Comparison
Neither WSCVX nor ZPRV.DE has paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
WSCVX Walthausen Small Cap Value Fund | 0.00% | 0.00% | 0.19% | 0.37% | 0.03% | 0.96% | 0.10% | 0.00% | 0.00% | 0.06% | 0.31% | 13.99% |
ZPRV.DE SPDR MSCI USA Small Cap Value Weighted UCITS ETF | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
WSCVX vs. ZPRV.DE - Drawdown Comparison
The maximum WSCVX drawdown since its inception was -56.30%, which is greater than ZPRV.DE's maximum drawdown of -46.04%. Use the drawdown chart below to compare losses from any high point for WSCVX and ZPRV.DE. For additional features, visit the drawdowns tool.
Volatility
WSCVX vs. ZPRV.DE - Volatility Comparison
The current volatility for Walthausen Small Cap Value Fund (WSCVX) is 11.28%, while SPDR MSCI USA Small Cap Value Weighted UCITS ETF (ZPRV.DE) has a volatility of 12.36%. This indicates that WSCVX experiences smaller price fluctuations and is considered to be less risky than ZPRV.DE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.