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.
Correlation
The correlation between ASXFY and IVV is 0.18, 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
ASXFY vs. IVV - Performance Comparison
Key characteristics
ASXFY:
0.45
IVV:
0.31
ASXFY:
0.73
IVV:
0.57
ASXFY:
1.10
IVV:
1.08
ASXFY:
0.27
IVV:
0.31
ASXFY:
1.72
IVV:
1.41
ASXFY:
6.58%
IVV:
4.19%
ASXFY:
25.06%
IVV:
18.93%
ASXFY:
-46.75%
IVV:
-55.25%
ASXFY:
-29.56%
IVV:
-13.89%
Returns By Period
In the year-to-date period, ASXFY achieves a 9.18% return, which is significantly higher than IVV's -9.91% return. Over the past 10 years, ASXFY has underperformed IVV with an annualized return of 7.64%, while IVV has yielded a comparatively higher 11.57% annualized return.
ASXFY
9.18%
4.65%
-2.47%
11.46%
-0.20%
7.64%
IVV
-9.91%
-6.69%
-9.41%
7.70%
15.84%
11.57%
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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.
Dividends
ASXFY vs. IVV - Dividend Comparison
ASXFY's dividend yield for the trailing twelve months is around 3.26%, more than IVV's 1.46% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ASXFY ASX Limited ADR | 3.26% | 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 | 1.46% | 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. For additional features, visit the drawdowns tool.
Volatility
ASXFY vs. IVV - Volatility Comparison
The current volatility for ASX Limited ADR (ASXFY) is 10.82%, while iShares Core S&P 500 ETF (IVV) has a volatility of 13.62%. This indicates that ASXFY 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.