^SP400 vs. VIOO

In the year-to-date period, ^SP400 achieves a -3.83% return, which is significantly higher than VIOO's -8.22% return. Over the past 10 years, ^SP400 has underperformed VIOO with an annualized return of 6.98%, while VIOO has yielded a comparatively higher 7.57% annualized return.

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This table presents a comparison of risk-adjusted performance metrics for S&P 400 Index (^SP400) 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 ^SP400 Sharpe Ratio is 0.08, which is higher than the VIOO Sharpe Ratio of -0.03. The chart below compares the historical Sharpe Ratios of ^SP400 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.

The maximum ^SP400 drawdown since its inception was -56.32%, which is greater than VIOO's maximum drawdown of -44.15%. Use the drawdown chart below to compare losses from any high point for ^SP400 and VIOO.

The current volatility for S&P 400 Index (^SP400) is 5.92%, while Vanguard S&P Small-Cap 600 ETF (VIOO) has a volatility of 6.64%. This indicates that ^SP400 experiences smaller price fluctuations and is considered to be less risky than VIOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.