AVGO vs. IVV
Compare and contrast key facts about Broadcom Inc. (AVGO) 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: AVGO or IVV.
Correlation
The correlation between AVGO and IVV is 0.61, 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
AVGO vs. IVV - Performance Comparison
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Key characteristics
AVGO:
0.99
IVV:
0.52
AVGO:
1.73
IVV:
0.89
AVGO:
1.23
IVV:
1.13
AVGO:
1.50
IVV:
0.56
AVGO:
4.15
IVV:
2.17
AVGO:
14.86%
IVV:
4.85%
AVGO:
62.84%
IVV:
19.30%
AVGO:
-48.30%
IVV:
-55.25%
AVGO:
-16.24%
IVV:
-7.66%
Returns By Period
In the year-to-date period, AVGO achieves a -9.92% return, which is significantly lower than IVV's -3.40% return. Over the past 10 years, AVGO has outperformed IVV with an annualized return of 36.26%, while IVV has yielded a comparatively lower 12.41% annualized return.
AVGO
-9.92%
20.84%
14.02%
58.12%
53.95%
36.26%
IVV
-3.40%
7.56%
-5.07%
9.78%
15.85%
12.41%
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Risk-Adjusted Performance
AVGO vs. IVV — Risk-Adjusted Performance Rank
AVGO
IVV
AVGO vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Broadcom Inc. (AVGO) 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
AVGO vs. IVV - Dividend Comparison
AVGO's dividend yield for the trailing twelve months is around 1.07%, less than IVV's 1.37% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AVGO Broadcom Inc. | 1.07% | 0.94% | 1.71% | 3.02% | 2.24% | 3.05% | 3.54% | 3.11% | 1.87% | 1.43% | 1.13% | 1.22% |
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
AVGO vs. IVV - Drawdown Comparison
The maximum AVGO drawdown since its inception was -48.30%, smaller than the maximum IVV drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for AVGO and IVV. For additional features, visit the drawdowns tool.
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Volatility
AVGO vs. IVV - Volatility Comparison
Broadcom Inc. (AVGO) has a higher volatility of 14.08% compared to iShares Core S&P 500 ETF (IVV) at 6.88%. This indicates that AVGO'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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