ARC vs. IWV
Compare and contrast key facts about ARC Document Solutions, Inc. (ARC) and iShares Russell 3000 ETF (IWV).
IWV is a passively managed fund by iShares that tracks the performance of the Russell 3000 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: ARC or IWV.
Key characteristics
| ARC | IWV | |
|---|---|---|
| YTD Return | -16.70% | 5.09% |
| 1Y Return | -7.82% | 22.25% |
| 3Y Return (Ann) | 13.32% | 6.16% |
| 5Y Return (Ann) | 7.49% | 12.49% |
| 10Y Return (Ann) | -6.17% | 11.65% |
| Sharpe Ratio | -0.19 | 1.83 |
| Daily Std Dev | 37.15% | 12.12% |
| Max Drawdown | -98.65% | -55.61% |
| Current Drawdown | -91.38% | -4.38% |
Correlation
The correlation between ARC and IWV is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
ARC vs. IWV - Performance Comparison
In the year-to-date period, ARC achieves a -16.70% return, which is significantly lower than IWV's 5.09% return. Over the past 10 years, ARC has underperformed IWV with an annualized return of -6.17%, while IWV has yielded a comparatively higher 11.65% 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
ARC vs. IWV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ARC Document Solutions, Inc. (ARC) and iShares Russell 3000 ETF (IWV). 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
ARC vs. IWV - Dividend Comparison
ARC's dividend yield for the trailing twelve months is around 7.58%, more than IWV's 1.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ARC ARC Document Solutions, Inc. | 7.58% | 6.10% | 6.83% | 2.00% | 1.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
IWV iShares Russell 3000 ETF | 1.21% | 1.30% | 1.56% | 1.04% | 1.30% | 1.69% | 1.97% | 1.58% | 1.79% | 1.99% | 1.62% | 1.61% |
Drawdowns
ARC vs. IWV - Drawdown Comparison
The maximum ARC drawdown since its inception was -98.65%, which is greater than IWV's maximum drawdown of -55.61%. Use the drawdown chart below to compare losses from any high point for ARC and IWV. For additional features, visit the drawdowns tool.
Volatility
ARC vs. IWV - Volatility Comparison
ARC Document Solutions, Inc. (ARC) has a higher volatility of 5.52% compared to iShares Russell 3000 ETF (IWV) at 4.05%. This indicates that ARC's price experiences larger fluctuations and is considered to be riskier than IWV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.