AVA vs. IVV
Compare and contrast key facts about Avista Corporation (AVA) 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: AVA or IVV.
Correlation
The correlation between AVA and IVV is 0.44, 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
AVA vs. IVV - Performance Comparison
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Key characteristics
AVA:
0.39
IVV:
0.69
AVA:
0.68
IVV:
1.14
AVA:
1.08
IVV:
1.17
AVA:
0.35
IVV:
0.76
AVA:
1.71
IVV:
2.92
AVA:
4.68%
IVV:
4.86%
AVA:
20.34%
IVV:
19.61%
AVA:
-82.57%
IVV:
-55.25%
AVA:
-7.52%
IVV:
-4.60%
Returns By Period
In the year-to-date period, AVA achieves a 8.50% return, which is significantly higher than IVV's -0.20% return. Over the past 10 years, AVA has underperformed IVV with an annualized return of 6.10%, while IVV has yielded a comparatively higher 12.65% annualized return.
AVA
8.50%
-3.06%
6.07%
7.34%
6.30%
6.10%
IVV
-0.20%
9.07%
-1.99%
13.43%
17.51%
12.65%
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Risk-Adjusted Performance
AVA vs. IVV — Risk-Adjusted Performance Rank
AVA
IVV
AVA vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Avista Corporation (AVA) 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
AVA vs. IVV - Dividend Comparison
AVA's dividend yield for the trailing twelve months is around 6.13%, more than IVV's 1.32% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVA Avista Corporation | 6.13% | 5.19% | 5.15% | 3.97% | 3.98% | 4.04% | 3.22% | 3.51% | 2.78% | 3.43% | 3.73% | 3.59% |
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
AVA vs. IVV - Drawdown Comparison
The maximum AVA drawdown since its inception was -82.57%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for AVA and IVV. For additional features, visit the drawdowns tool.
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Volatility
AVA vs. IVV - Volatility Comparison
The current volatility for Avista Corporation (AVA) is 5.04%, while iShares Core S&P 500 ETF (IVV) has a volatility of 6.34%. This indicates that AVA 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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