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.
Correlation
The correlation between ADC and IVV is 0.36, 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
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Key characteristics
ADC:
1.57
IVV:
0.69
ADC:
2.45
IVV:
1.14
ADC:
1.31
IVV:
1.17
ADC:
1.53
IVV:
0.76
ADC:
8.37
IVV:
2.92
ADC:
3.77%
IVV:
4.86%
ADC:
17.83%
IVV:
19.61%
ADC:
-70.25%
IVV:
-55.25%
ADC:
-6.67%
IVV:
-4.60%
Returns By Period
In the year-to-date period, ADC achieves a 5.89% return, which is significantly higher than IVV's -0.20% return. Over the past 10 years, ADC has outperformed IVV with an annualized return of 13.77%, while IVV has yielded a comparatively lower 12.65% annualized return.
ADC
5.89%
-1.42%
-1.19%
27.66%
9.29%
13.77%
IVV
-0.20%
9.07%
-1.99%
13.43%
17.51%
12.65%
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Risk-Adjusted Performance
ADC vs. IVV — Risk-Adjusted Performance Rank
ADC
IVV
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.
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Dividends
ADC vs. IVV - Dividend Comparison
ADC's dividend yield for the trailing twelve months is around 4.11%, more than IVV's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ADC Agree Realty Corporation | 4.11% | 4.26% | 4.64% | 3.95% | 3.65% | 3.61% | 3.25% | 3.65% | 3.94% | 4.17% | 5.43% | 5.60% |
IVV iShares Core S&P 500 ETF | 1.32% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
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.
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Volatility
ADC vs. IVV - Volatility Comparison
Agree Realty Corporation (ADC) and iShares Core S&P 500 ETF (IVV) have volatilities of 6.12% and 6.34%, 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.
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