^DJI vs. IVW
Compare and contrast key facts about Dow Jones Industrial Average (^DJI) and iShares S&P 500 Growth ETF (IVW).
IVW is a passively managed fund by iShares that tracks the performance of the S&P 500/Citigroup Growth Index. It was launched on May 22, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ^DJI or IVW.
Correlation
The correlation between ^DJI and IVW is 0.87, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
^DJI vs. IVW - Performance Comparison
Key characteristics
^DJI:
1.25
IVW:
1.74
^DJI:
1.82
IVW:
2.30
^DJI:
1.23
IVW:
1.31
^DJI:
2.13
IVW:
2.47
^DJI:
5.78
IVW:
9.44
^DJI:
2.52%
IVW:
3.32%
^DJI:
11.66%
IVW:
18.01%
^DJI:
-53.78%
IVW:
-57.33%
^DJI:
-1.58%
IVW:
-1.78%
Returns By Period
In the year-to-date period, ^DJI achieves a 4.13% return, which is significantly higher than IVW's 3.17% return. Over the past 10 years, ^DJI has underperformed IVW with an annualized return of 9.53%, while IVW has yielded a comparatively higher 15.33% annualized return.
^DJI
4.13%
3.91%
12.17%
14.40%
8.78%
9.53%
IVW
3.17%
2.16%
19.28%
29.49%
16.31%
15.33%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
^DJI vs. IVW — Risk-Adjusted Performance Rank
^DJI
IVW
^DJI vs. IVW - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Dow Jones Industrial Average (^DJI) and iShares S&P 500 Growth ETF (IVW). 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.
Drawdowns
^DJI vs. IVW - Drawdown Comparison
The maximum ^DJI drawdown since its inception was -53.78%, smaller than the maximum IVW drawdown of -57.33%. Use the drawdown chart below to compare losses from any high point for ^DJI and IVW. For additional features, visit the drawdowns tool.
Volatility
^DJI vs. IVW - Volatility Comparison
The current volatility for Dow Jones Industrial Average (^DJI) is 3.54%, while iShares S&P 500 Growth ETF (IVW) has a volatility of 5.99%. This indicates that ^DJI experiences smaller price fluctuations and is considered to be less risky than IVW based on this measure. The chart below showcases a comparison of their rolling one-month volatility.