BTI vs. IVV
Compare and contrast key facts about British American Tobacco p.l.c. (BTI) 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: BTI or IVV.
Correlation
The correlation between BTI and IVV is 0.35, 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
BTI vs. IVV - Performance Comparison
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Key characteristics
BTI:
2.18
IVV:
0.67
BTI:
2.75
IVV:
1.18
BTI:
1.43
IVV:
1.17
BTI:
1.38
IVV:
0.79
BTI:
9.62
IVV:
3.04
BTI:
4.71%
IVV:
4.88%
BTI:
20.08%
IVV:
19.58%
BTI:
-63.57%
IVV:
-55.25%
BTI:
-7.16%
IVV:
-3.38%
Returns By Period
In the year-to-date period, BTI achieves a 16.01% return, which is significantly higher than IVV's 1.08% return. Over the past 10 years, BTI has underperformed IVV with an annualized return of 3.48%, while IVV has yielded a comparatively higher 12.75% annualized return.
BTI
16.01%
-2.24%
21.17%
43.42%
10.62%
3.48%
IVV
1.08%
9.81%
0.15%
12.91%
17.42%
12.75%
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Risk-Adjusted Performance
BTI vs. IVV — Risk-Adjusted Performance Rank
BTI
IVV
BTI vs. IVV - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for British American Tobacco p.l.c. (BTI) 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
BTI vs. IVV - Dividend Comparison
BTI's dividend yield for the trailing twelve months is around 7.20%, more than IVV's 1.31% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTI British American Tobacco p.l.c. | 7.20% | 8.16% | 9.57% | 7.40% | 7.98% | 7.22% | 6.35% | 8.52% | 4.18% | 3.77% | 4.21% | 4.55% |
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
BTI vs. IVV - Drawdown Comparison
The maximum BTI drawdown since its inception was -63.57%, which is greater than IVV's maximum drawdown of -55.25%. Use the drawdown chart below to compare losses from any high point for BTI and IVV. For additional features, visit the drawdowns tool.
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Volatility
BTI vs. IVV - Volatility Comparison
British American Tobacco p.l.c. (BTI) has a higher volatility of 6.80% compared to iShares Core S&P 500 ETF (IVV) at 6.14%. This indicates that BTI'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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