ADC vs. IVV
Compare and contrast key facts about Agree Realty Corporation (ADC) and iShares Core S&P 500 ETF (IVV).
IVV is a passively managed fund by iShares that tracks the performance of the S&P 500 Index. It was launched on May 15, 2000.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: ADC or IVV.
Key characteristics
| ADC | IVV | |
|---|---|---|
| YTD Return | -6.07% | 6.69% |
| 1Y Return | -8.28% | 26.42% |
| 3Y Return (Ann) | -2.31% | 8.30% |
| 5Y Return (Ann) | 1.11% | 13.39% |
| 10Y Return (Ann) | 11.73% | 12.58% |
| Sharpe Ratio | -0.43 | 2.07 |
| Daily Std Dev | 18.98% | 11.80% |
| Max Drawdown | -70.25% | -55.25% |
| Current Drawdown | -21.63% | -3.38% |
Correlation
The correlation between ADC and IVV is 0.37, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
ADC vs. IVV - Performance Comparison
In the year-to-date period, ADC achieves a -6.07% return, which is significantly lower than IVV's 6.69% return. Over the past 10 years, ADC has underperformed IVV with an annualized return of 11.73%, while IVV has yielded a comparatively higher 12.58% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
ADC vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Agree Realty Corporation (ADC) and iShares Core S&P 500 ETF (IVV). 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
ADC vs. IVV - Dividend Comparison
ADC's dividend yield for the trailing twelve months is around 5.04%, more than IVV's 1.36% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 5.04% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% | 5.60% | 5.65% |
IVV iShares Core S&P 500 ETF | 1.36% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.20% | 1.75% | 2.01% | 2.26% | 1.82% | 1.80% |
Drawdowns
ADC vs. IVV - Drawdown Comparison
The maximum ADC drawdown since its inception was -70.25%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ADC and IVV. For additional features, visit the drawdowns tool.
Volatility
ADC vs. IVV - Volatility Comparison
Agree Realty Corporation (ADC) has a higher volatility of 6.05% compared to iShares Core S&P 500 ETF (IVV) at 3.55%. This indicates that ADC's price experiences larger fluctuations and is considered to be riskier than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.