ANGLX vs. IVV
Compare and contrast key facts about Angel Oak Multi-Strategy Income Fund (ANGLX) and iShares Core S&P 500 ETF (IVV).
ANGLX is managed by Angel Oak. It was launched on Jun 27, 2011. 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: ANGLX or IVV.
Correlation
The correlation between ANGLX and IVV is 0.03, 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
ANGLX vs. IVV - Performance Comparison
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Key characteristics
ANGLX:
2.71
IVV:
0.52
ANGLX:
4.80
IVV:
0.89
ANGLX:
1.62
IVV:
1.13
ANGLX:
1.15
IVV:
0.56
ANGLX:
12.00
IVV:
2.17
ANGLX:
0.65%
IVV:
4.85%
ANGLX:
2.88%
IVV:
19.30%
ANGLX:
-16.40%
IVV:
-55.25%
ANGLX:
-0.71%
IVV:
-7.66%
Returns By Period
In the year-to-date period, ANGLX achieves a 1.89% return, which is significantly higher than IVV's -3.40% return. Over the past 10 years, ANGLX has underperformed IVV with an annualized return of 1.87%, while IVV has yielded a comparatively higher 12.41% annualized return.
ANGLX
1.89%
0.32%
2.55%
7.89%
2.40%
1.87%
IVV
-3.40%
7.56%
-5.07%
9.78%
15.85%
12.41%
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ANGLX vs. IVV - Expense Ratio Comparison
ANGLX has a 1.21% expense ratio, which is higher than IVV's 0.03% expense ratio.
Risk-Adjusted Performance
ANGLX vs. IVV — Risk-Adjusted Performance Rank
ANGLX
IVV
ANGLX vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Angel Oak Multi-Strategy Income Fund (ANGLX) 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
ANGLX vs. IVV - Dividend Comparison
ANGLX's dividend yield for the trailing twelve months is around 5.73%, more than IVV's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ANGLX Angel Oak Multi-Strategy Income Fund | 5.73% | 5.82% | 5.73% | 5.46% | 4.71% | 4.36% | 4.53% | 4.71% | 4.99% | 6.34% | 6.74% | 5.05% |
IVV iShares Core S&P 500 ETF | 1.37% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
ANGLX vs. IVV - Drawdown Comparison
The maximum ANGLX drawdown since its inception was -16.40%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ANGLX and IVV. For additional features, visit the drawdowns tool.
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Volatility
ANGLX vs. IVV - Volatility Comparison
The current volatility for Angel Oak Multi-Strategy Income Fund (ANGLX) is 0.81%, while iShares Core S&P 500 ETF (IVV) has a volatility of 6.88%. This indicates that ANGLX experiences smaller price fluctuations and is considered to be less risky than IVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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