Correlation
The correlation between ASXFY and IVV is 0.17, 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.
ASXFY vs. IVV
Compare and contrast key facts about ASX Limited ADR (ASXFY) 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: ASXFY or IVV.
Performance
ASXFY vs. IVV - Performance Comparison
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Key characteristics
ASXFY:
0.58
IVV:
0.73
ASXFY:
0.77
IVV:
1.03
ASXFY:
1.11
IVV:
1.15
ASXFY:
0.30
IVV:
0.68
ASXFY:
1.92
IVV:
2.57
ASXFY:
6.42%
IVV:
4.93%
ASXFY:
25.26%
IVV:
19.71%
ASXFY:
-46.75%
IVV:
-55.25%
ASXFY:
-25.45%
IVV:
-3.55%
Returns By Period
In the year-to-date period, ASXFY achieves a 15.54% return, which is significantly higher than IVV's 0.90% return. Over the past 10 years, ASXFY has underperformed IVV with an annualized return of 7.66%, while IVV has yielded a comparatively higher 12.79% annualized return.
ASXFY
15.54%
-0.84%
8.18%
14.66%
-4.31%
-1.69%
7.66%
IVV
0.90%
6.13%
-1.49%
14.25%
14.30%
15.90%
12.79%
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Risk-Adjusted Performance
ASXFY vs. IVV — Risk-Adjusted Performance Rank
ASXFY
IVV
ASXFY vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for ASX Limited ADR (ASXFY) 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
ASXFY vs. IVV - Dividend Comparison
ASXFY's dividend yield for the trailing twelve months is around 3.08%, more than IVV's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASXFY ASX Limited ADR | 3.08% | 3.40% | 3.54% | 3.61% | 2.47% | 2.99% | 4.34% | 3.90% | 3.65% | 4.04% | 4.56% | 5.47% |
IVV iShares Core S&P 500 ETF | 1.31% | 1.30% | 1.44% | 1.66% | 1.20% | 1.57% | 1.99% | 2.21% | 1.75% | 2.01% | 2.27% | 1.83% |
Drawdowns
ASXFY vs. IVV - Drawdown Comparison
The maximum ASXFY drawdown since its inception was -46.75%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for ASXFY and IVV.
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Volatility
ASXFY vs. IVV - Volatility Comparison
ASX Limited ADR (ASXFY) has a higher volatility of 5.21% compared to iShares Core S&P 500 ETF (IVV) at 4.82%. This indicates that ASXFY'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.
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