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 0.36, 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
Key characteristics
BTI:
2.97
IVV:
0.56
BTI:
3.49
IVV:
0.91
BTI:
1.56
IVV:
1.13
BTI:
1.64
IVV:
0.58
BTI:
12.42
IVV:
2.41
BTI:
4.57%
IVV:
4.51%
BTI:
19.16%
IVV:
19.36%
BTI:
-63.57%
IVV:
-55.25%
BTI:
-0.82%
IVV:
-10.54%
Returns By Period
In the year-to-date period, BTI achieves a 19.04% return, which is significantly higher than IVV's -6.41% return. Over the past 10 years, BTI has underperformed IVV with an annualized return of 3.71%, while IVV has yielded a comparatively higher 12.00% annualized return.
BTI
19.04%
6.21%
27.35%
56.30%
11.30%
3.71%
IVV
-6.41%
-4.97%
-5.01%
9.59%
15.88%
12.00%
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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.
Dividends
BTI vs. IVV - Dividend Comparison
BTI's dividend yield for the trailing twelve months is around 7.02%, more than IVV's 1.41% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BTI British American Tobacco p.l.c. | 7.02% | 8.18% | 9.57% | 7.40% | 7.98% | 7.22% | 6.35% | 8.52% | 4.18% | 3.79% | 4.21% | 4.55% |
IVV iShares Core S&P 500 ETF | 1.41% | 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.
Volatility
BTI vs. IVV - Volatility Comparison
The current volatility for British American Tobacco p.l.c. (BTI) is 8.38%, while iShares Core S&P 500 ETF (IVV) has a volatility of 14.25%. This indicates that BTI 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.