ADC vs. IVV
ADC (Agree Realty Corporation) is a stock, while IVV (iShares Core S&P 500 ETF) is S&P 500 fund tracking the S&P 500 Index. Over the past 10 years, ADC returned 9.48%/yr vs 15.58%/yr for IVV. At a 0.34 correlation, their price movements are largely independent.
Performance
ADC vs. IVV - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, ADC achieves a 5.07% return, which is significantly lower than IVV's 8.20% return. Over the past 10 years, ADC has underperformed IVV with an annualized return of 9.48%, while IVV has yielded a comparatively higher 15.58% annualized return.
ADC
- 1D
- 1.34%
- 1M
- -1.09%
- YTD
- 5.07%
- 6M
- 5.44%
- 1Y
- 2.37%
- 3Y*
- 9.35%
- 5Y*
- 5.61%
- 10Y*
- 9.48%
IVV
- 1D
- -1.42%
- 1M
- -1.34%
- YTD
- 8.20%
- 6M
- 7.25%
- 1Y
- 23.72%
- 3Y*
- 20.79%
- 5Y*
- 13.13%
- 10Y*
- 15.58%
ADC vs. IVV - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 5.07% | 6.62% | 17.20% | -7.07% | 3.50% | 11.28% | -1.40% | 22.71% | 19.75% | 16.42% |
IVV iShares Core S&P 500 ETF | 8.20% | 17.85% | 24.93% | 26.31% | -18.16% | 28.76% | 18.40% | 31.07% | -4.49% | 21.75% |
Correlation
The correlation between ADC and IVV is -0.10, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.09 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since May 19, 2000 | 0.34 |
The correlation between ADC and IVV shifts across timeframes, from -0.10 (1 year) to 0.34 (all time), reflecting how their relationship changes across market environments.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
ADC vs. IVV — Risk / Return Rank
ADC
IVV
ADC vs. IVV - Risk-Adjusted Trends 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| ADC | IVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.77 | ||
| Sortino ratioReturn per unit of downside risk | -2.27 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.35 | -0.31 |
| Calmar ratioReturn relative to maximum drawdown | 0.21 | 2.68 | -2.47 |
| Martin ratioReturn relative to average drawdown | 0.51 | 11.98 | -11.47 |
Loading charts...
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.
Loading charts...
Drawdown Indicators
| ADC | IVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.25% | -55.25% | -15.00% |
Max Drawdown (1Y)Largest decline over 1 year | -11.14% | -8.89% | -2.25% |
Max Drawdown (3Y)Largest decline over 3 years | -21.08% | -18.75% | -2.33% |
Max Drawdown (5Y)Largest decline over 5 years | -29.52% | -24.53% | -4.99% |
Max Drawdown (10Y)Largest decline over 10 years | -39.00% | -33.90% | -5.10% |
Current DrawdownCurrent decline from peak | -8.25% | -3.14% | -5.11% |
Average DrawdownAverage peak-to-trough decline | -9.63% | -10.76% | +1.13% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.79% | 1.99% | +2.80% |
Volatility
ADC vs. IVV - Volatility Comparison
Agree Realty Corporation (ADC) and iShares Core S&P 500 ETF (IVV) have volatilities of 5.11% and 4.88%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| ADC | IVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.11% | 4.88% | +0.23% |
Volatility (6M)Calculated over the trailing 6-month period | 12.29% | 9.85% | +2.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.25% | 12.48% | +3.77% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.77% | 16.98% | +1.79% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.67% | 18.07% | +5.60% |
Dividends
ADC vs. IVV - Dividend Comparison
ADC's dividend yield for the trailing twelve months is around 4.21%, more than IVV's 1.11% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 4.21% | 4.28% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% |
IVV iShares Core S&P 500 ETF | 1.11% | 1.17% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.85% | 2.21% | 1.75% | 2.01% | 2.27% |
Frequently Asked Questions
ADC and IVV have a correlation of -0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ADC has higher volatility (5.11%) compared to IVV (4.88%). In terms of maximum drawdown, ADC dropped -70.25% vs IVV's -55.25%.
IVV currently has the higher Sharpe Ratio (1.91 vs 0.15), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
Find the right allocation for ADC and IVV
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer